FC Funding Lender KYC - Private Lender Risk Tolerance Form

Risk Tolerance Form
Mortgage Suite

Powered by:Dominion Lending Centres FC Funding #10671
RISK TOLERANCE AND MORTGAGE SUITABILITY

To Protect you as a private lender in the Market
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Insurance Number
Where the Lending Amount is from a private individual (Not a Corporation) we need to register you with your Social Insurance Number and mailing address.
Please Upload Your Identification

Cancelof
Please Upload your Articles of Incorporation (if applicable)

Cancelof
ID

I have viewed the originalI have attached a clear and legible photocopyI have not physically met the investor/lender and cannot confirm identity
Cell
Email
example@example.com
Present Address
Number of Years at Current Address
Approximate Income

Under $25,000 thousand per year$25,000 to $49,000 per year$50,000 to $99,000 per year$100,000 to $125,000 per year$125,000 Plus
Approximate Networth

Under$25,000.00$25,000 to $49,000$49,000 to $74,000$74,000 to $99,000$100,000 to $125,000$125,000 Over
Mortgage Knowledge

SophisticatedGoodFairNovice
What is your level of risk tolerance - "0" being low risk and "9" being high risk. Choose a number that best reflects your level of risk tolerance.

012456789
Liquidity Requirements

1 -3 years2 - 5 years5 - 10 years10 - 20 years20 years +
Investment Objectives

SafetyIncomeBalanceGrowthAggressiveSpeculation
Signature

Clear
Date

MonthDayYear
Date
1.Do you need all of your investment money back in the next year or two?

YESNO
2. Your financial stability is important when determining how much risk you can tolerate in your investments. Do you feel that your current financial situation is:

Very SecureRelatively SecureSomewhat SecureSecureNot Secure
3. Your age is

Under 3030 4243 5455 6464
4. Which statement best describes your preferred approach to investing?

I would rather accept a lower rate of return to reduce my riskI would like to achieve a high rate of return and am willing to accept a greater degree of risk
Our brokerage is dedicated to ensuring that we provide you with suitable requirements based on your needs and circumstances. To meet this objective and fulfill the stability requirements as dictated by law, we require the above information. We are dedicated to the protection of our investors and this information is considered personal and confidential and will only be used to meet the objectives as provided and as required by law.

By signing below you certify that the information in this form is accurate and will be considered current unless we are notified otherwise. We are compliant with

current PIPEDA legislation and our "Privacy Policy" can be viewed on our website www.dominionlending.ca. Personal information will be held in the strictest of

confidence and only released to third parties to fulfill our obligations to you or to comply with regulatory requirements or when required to do so by law.
Private Lender Signature

Clear
Date

MonthDayYear
Date
Should be Empty:

Risk Tolerance Form

RISK TOLERANCE AND MORTGAGE SUITABILITY