Membership Application & Investor Forms
The Purpose of this Application is to solicit certain information regarding your financial status to determine whether you are an “Accredited investor,” as defined under applicable federal and state securities laws, and otherwise meet the suitability criteria established by companies interested in bringing investments to Earn Collective. This questionnaire is not an offer to sell securities. By completing, you are agreeing this Questionnaire may be shown to such persons as the Company deems appropriate to determine your eligibility as an Accredited Investor or to ascertain your general suitability for investing. Please answer all questions completely and execute the signature page
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Name of person who referred/invited you
What other investment groups do you belong to?
Have you read the Earn Collective terms and conditions and agree to abide by them?
Yes
No
Current Occupation
What’s your LinkedIn URL?
Are you an accredited investor?
Yes
No
Gross income (each of the last two years) exceeded
$50,000
$100,000
$200,000
$300,000
Current net worth or joint net worth with spouse (note that “net worth” includes all of the assets owned by you and your spouse in excess of total liabilities, including the fair market value, less any mortgage, of your principal residence.)
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 +
Current value of liquid assets (cash, freely marketable securities, cash surrender value of life insurance policies, and other items easily convertible into cash) is sufficient to provide for current needs and possible personal contingencies:
Yes
No
Do you have the ability, not the obligation, to invest at least $100,000 in projects you hear about through Earn Collective if you so choose?
Yes
No
Signature
Date
-
Month
-
Day
Year
Date
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New Member Survey
In a few words, tell us about your investment experience, risk tolerance and the topics you are most interested in learning about as a member of Earn Collective
Which investment types from the list below do you have significant experience with? Choose all that apply
Stock Trading
Options Trading
Bonds Trading
Commodity Trading
Private Equity/IPOs
Real Estate Development
Real Estate Investment Trusts/Crowdfunding
Self Storage Investments
Real Estate Tax Lien Certificates
Opportunity Zones
Forex - Arbitrage
Crypto-Currency
Precious Metals
Structured Settlements/Royalties
Investing in Art/Wine/Collectibles
Franchising
Whole Life Insurance
Other
Which of the following topics would you be most interested in learning about? (Choose Your Top 3)
Stock Trading - Overall Market Strategy
Options Trading
Bond Trading
Commodity Trading
Private Equity/IPOs
Real Estate Development
Real Estate Investment Trusts/Crowdfunding
Self Storage Investments
Real Estate Tax Lien Certificates
Opportunity Zones
Forex - Arbitrage
Crypto-Currency
Precious Metals
Structure Settlements/Royalties
Investing in Art/Wine/Collectibles
Franchising
Whole Life Insurance
Are there any topics NOT listed above you would like to learn about through Earn Collective?
Do you have investment projects you are interested in bringing/pitching to the group?
One year from today, when you look back, what is the most important thing you hope to gain from being a part of Earn Collective?
Submit
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