From You. We collect information from investors when they enter into a subscription agreement with the Company. We may also collect information from investor questionnaires, W-9’s and other applications or forms that investors complete. This information may include items such as an investor’s name, address, e-mail address, social security number, birth date, annual income, net worth, marital status, and investment risk tolerance. If an investor indicates he or she has a spouse or partner, his/her personal and financial account information may also be requested. In order to establish the legitimacy of the subscribing entity, as well as capacity and authority of controlling person(s), we may request copies of organizational documents.
Appears in 6 contracts
Samples: Subscription Agreement (Golub Capital BDC 4, Inc.), Subscription Agreement (Golub Capital Direct Lending Unlevered Corp), Subscription Agreement (Golub Capital BDC 4 LLC)
