IRREVOCABLE TRUSTS. If the trust is an irrevocable trust, please answer the following questions: Please provide the name of each trustee: Trustee Name: ________________________________________ Trustee Name: ________________________________________ Does the trust have assets greater than $5 million? Yes ☐ No ☐ Do you have such knowledge and experience in financial and business matters as to be capable of evaluating the merits and risks of an investment in the Company? Yes ☐ No ☐ Indicate how often you invest in: Marketable Securities Often ☐ Occasionally ☐ Seldom ☐ Never ☐ Restricted Securities Often ☐ Occasionally ☐ Seldom ☐ Never ☐ Venture Capital Companies Often ☐ Occasionally ☐ Seldom ☐ Never ☐
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Samples: Securities Purchase Agreement (Icagen, Inc.), Securities Purchase Agreement (Icagen, Inc.)
IRREVOCABLE TRUSTS. If the trust is an irrevocable trust, please answer the following questions: Please provide the name of each trustee: Trustee Name: ________________________________________ Trustee Name: ________________________________________ Does the trust have assets greater than $5 million? Yes ☐ o No ☐ o Do you have such knowledge and experience in financial and business matters as to be capable of evaluating the merits and risks of an investment in the Company? Yes ☐ o No ☐ o Indicate how often you invest in: Marketable Securities Often ☐ o Occasionally ☐ o Seldom ☐ o Never ☐ o Restricted Securities Often ☐ o Occasionally ☐ o Seldom ☐ o Never ☐ o Venture Capital Companies Often ☐ o Occasionally ☐ o Seldom ☐ o Never ☐o
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Samples: Subscription Agreement (Geeks on Call Holdings, Inc.)
IRREVOCABLE TRUSTS. If the trust is an irrevocable trust, please answer the following questions: Please provide the name of each trustee: Trustee Name: ________________________________________ Trustee Name: ________________________________________ Does the trust have assets greater than $5 million? Yes ☐ No ☐ Do you have such knowledge and experience in financial and business matters as to be capable of evaluating the merits and risks of an investment in the Company? Yes ☐ No ☐ Indicate how often you invest in: Marketable Securities Often ☐ Occasionally ☐ Seldom ☐ Never ☐ Restricted Securities Often ☐ Occasionally ☐ Seldom ☐ Never ☐ Venture Capital Companies Often ☐ Occasionally ☐ Seldom ☐ Never ☐
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