Investment Questionnaire definition

Investment Questionnaire means a series of questions concerning potential Client’s financial background, trading experience, knowledge plans and investment goals.

Examples of Investment Questionnaire in a sentence

  • We will contact you by email at the email address you provided on the Investment Questionnaire.

  • Purchaser’s “basis” in the Tendered Crypto, as defined in section 1012 of the Internal Revenue Code of 1986, as amended (the “Code”), is set forth on the Investment Questionnaire.

  • The Company acknowledges and agrees that each Purchaser does not make or has not made any representations or warranties with respect to the transactions contemplated hereby other than those specifically set forth in this Section 3.2 and in the Accredited Investment Questionnaire.

  • To begin the process, you must complete an Investment Questionnaire in which you must set forth financial information and your investment objectives as well as any investment restrictions you may choose to impose on the management of account.

  • Subject to the terms and conditions of this Investment Agreement, the Company hereby agrees to sell to Purchaser, and Purchaser hereby agrees to purchase from the Company, a limited liability company interest (referred to in the Disclosure Document as “Common Shares”) for the amount set forth on the Investment Questionnaire (the “LLC Interest”).

  • Subject to the terms and conditions of this Investment Agreement, the Company hereby agrees to sell to Purchaser, and Purchaser hereby agrees to purchase from the Company, a limited liability company interest (referred to in the Disclosure Document as “Class A Investor Shares”) for the amount set forth on the Investment Questionnaire (the “Shares”).

  • In connection therewith, Client will typically complete an Investment Questionnaire, provided by Adviser, for Adviser’s use in formulating the investment guidelines, goals and objects.

  • Client must complete the Investment Questionnaire, provided by Adviser.

  • Partnerships and LLCs must attach to this Confidential Investment Questionnaire a copy of the partnership agreement or operating agreement (together with articles of formation), which may show that the person signing the subscription documents is a general partner of the partnership or manager (or managing member) of the LLC who has the authority to make the investment decision and to execute the agreement.

  • Subject to the terms and conditions of this Investment Agreement, the Company hereby agrees to sell to Purchaser, and Purchaser hereby agrees to purchase from the Company, a limited liability company interest (referred to in the Disclosure Document as “Series A Preferred Stock”) for the amount set forth on the Investment Questionnaire (the “Shares”).