Current Investment Objectives Sample Clauses

Current Investment Objectives. The current investment objectives of the entity (indicate applicability and priority) are: Current income: Appreciation: Tax Shelter: Other (please state objectives): Please describe any additional information that reflects your knowledge and experience in business, financial, or investment matters and your ability to evaluate the merits and risks of this investment. If additional space is required to answer any question, please attach separate pages to the back of this Questionnaire and identify all questions answered in this fashion by their respective question numbers.