Invest - New Level Realty Group

PERSONAL BACKGROUND INFORMATION

OVERALL INVESTMENT STRATEGIES

Please put a number from 1 through 4 next to each of the following to rank your investment objectives; 1 being the highest:*

RISK TOLERANCE

PRIMARY SOURCE OF INCOME

Please select the answer most appropriate for you

PRIOR INVESTMENT EXPERIENCE

STEP 1
STEP 2
STEP 3
STEP 4
STEP 5

Name

Location

Street Address

Address Line 2

City

State / Province /

ZIP / Postal Code

Phone and Email

Cell Phone

Email

Business information

Business Profession

Professional Title

Referred by

(if applicable)

Input numbers

GROWTH

LIQUIDITY

TAX DEFERRAL

CASH FLOW

Please select the risk tolerance level appropriate for you

risk tolerance level

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Answers

Please select all that apply

Select

6. CERTIFICATION OF SOPHISTICATED INVESTOR STATUS

Please check the box below that is true for you

I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investment I am using a financial advisor, planner, consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of any investments

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