Citizenship |
yes |
Selectbox. Options: US-citizen/US-Resident/Non-resident; Non-resident option is not acceptable |
Financial situation |
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Are you accredited investor? |
yes |
Radiobtn. Options: yes/no |
Investment objectives |
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Investment objectives |
yes |
Selectbox. Options: Growth/Income/Capital Appreciation/Speculation/Tax mitigation |
Investment years expirience |
yes |
Text input |
How long do you plan to invest? |
yes |
Selectbox. Options: 1-3 years, 4-7 years, 8-11 years, 11+years |
How important is it to have immediate access to your invested funds? |
yes |
Selectbox. Options: Very important/Somewhat important/Not important |
How much risk are you comfortable with? |
yes |
Selectbox. Options: Low risk/Medium risk/High risk/Specilative risk |
Understanding of Risks |
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5 risk statements and Plaid consent |
yes |
Checkboxes. Risk statements: - Market and Liquidity Risk: I acknowledge the potential for market fluctuations and limited liquidity in Regulation A and Regulation D offerings ; - Business and Regulatory Risk: I understand the business challenges and regulatory uncertainties associated with investing in these offerings. ; - Limited Information and Fraud Risk: I'm aware of the limited disclosure and potential for fraudulent schemes in Regulation A and Regulation D investments. ; - Illiquidity and Capital Loss: I accept the illiquid nature and the risk of partial or total loss of capital in these investments. ; - Overall Investment Risk: In summary, I recognize and accept the inherent risks, including market volatility, limited liquidity, regulatory uncertainties, and the possibility of financial loss, in investing in Regulation A and Regulation D offerings. ; - I consent to share personal information with Plaid. |