Accredited Investor Status

  • Accredited Investor Status

    Self-Certification Form

  • Self-Certification Form for Accredited Investor Status

    Please complete this form to if you qualify as an accredited investor for our programs and/or to self-certify as an accredited investor. Only qualified accredited investors will be contacted.

  • Section 1 - Personal Details

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  • Format: (000) 000-0000.

  • Section 2 - Accredited Investor Criteria

    Please answer the following questions to determine your accredited investor status. Check all that apply.

  • INCOME

  • 1. Individual Income: Have you had an individual income of at least $200,000 per year in each of the last two years and expect the same for the current year?
  • 2. Joint Income: Have you had a joint income with your spouse of at least $300,000 per year in each of the last two years and expect the same for the current year?

  • NET WORTH

  • 3. Individual Net Worth: Do you have a net worth of over $1 million, either individually or jointly with your spouse, excluding the value of your primary residence?

  • PROFESSIONAL EXPERIENCE AND KNOWLEDGE

  • 4. Professional Certification:  Do you hold a Series 7, Series 65, or Series 82 license?
  • 5. Knowledgeable Employee: Are you a knowledgeable employee of a private fund, such as an executive officer, director, trustee, general partner, advisory board member, or person serving in a similar capacity?

  • OTHER ACCREDITED INVESTOR CRITERIA

  • 6. Entity Investors:  Are you an entity such as a bank, insurance company, registered investment company, business development company, or small business investment company?
  • 7. Trust or Estate: Are you a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases are directed by a sophisticated person?

  • Section 3 - Certification

    By signing this form, I certify that the information provided is accurate and that I meet the criteria of an accredited investor as defined by the Securities and Exchange Commission (SEC).
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  • Privacy Notice

  • PROPTECH HOLDING PRIVACY POLICY

    PropTech Holding (“the Company”) is committed to protecting the privacy of individuals who access content or utilize our products and services (“PTH Products and Services”). This Privacy Policy sets forth our privacy practices with respect to information we collect in the course of enabling you to access and use PTH Products and Services. This policy may change from time to time, so please check this policy regularly for revisions and updates.

    INFORMATION COLLECTION AND USE

    The Company collects information from our website in several ways. During registration, the Company may ask for information such as your name, address, phone number, date of birth, and email address. You may also be asked for personal information when you report a problem with our site, or services; or, if you otherwise contact the Company. We also collect information using cookies, which are small pieces of information that may be stored by your browser on your computer's hard drive. This information allows us to automatically link our clients to their personalized accounts.  Please check your browser's guidelines should you wish to adjust the use of cookies. The Company is the sole owner of the information collected on this site. Other than data shared with our partners and affiliates, we do not share information. We do not sell, rent or otherwise distribute this information to others in ways different from what is disclosed in this statement. Information is collected with the sole purpose of supporting our clients.

    DISCLOSURE OF INFORMATION

    When you are on the PropTechHolding.com site and are asked for personal information, you are sharing that information with only PropTech Holding, its partners, and representatives for the purpose of providing you with the products and services you requested. PropTech Holding  will not disclose any of your personally identifiable information except when we have your express permission or under special circumstances, such as when we believe in good faith that the law requires it. We may also disclose account information in special cases when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference with (either intentionally or unintentionally) the Company’s rights or property, other PropTech Holding clients, or anyone else that could be harmed by such activities. The Company will comply with the requests of all recognized legal entities to aid in the stopping of spam, distribution of illicit content to minors, or any other illegal activity brought to our attention through such channels.

    The Company may occasionally send you e-mails about product, services and company updates that we feel may be of interest to you. Only the Company or partners or representatives working on behalf of the Company will send you these emails. You may unsubscribe from the service information updates at any time.

    YOUR AUTHORITY TO US 

    By signing this Accredited Investor Status Self-Certification Form, you authorise us to collect, maintain, use and disclose your personal information in the manner set out in this privacy statement.

    I consent to the Privacy Policy above.

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