Preliminary Questionnaire 2305

Preliminary Questionnaire

All fields marked with an * are required to be completed. If a required field is not relevant to you, please put N/A or 0.

For questions that have more than one response, hold down the CTRL key as you click each selection.

First Name *
Last Name *

Nickname

Job Title *

Spouse's Name

Spouse's Job Title

# of Dependants *

Age of Dependents

Region *

Stage of Life *

Below 4040 - 5556 - 6465 or More

Household Income *

<$75,000$75,000 - $124,999$125,000 - $199,999$200,000 - $299,999$300,000 or Higher

Financial Assets (excluding real estate and corporations owned) *

Under $50K$50K – $199K$200K – $999K$1M – $1.99M$2M – $4.99M$5M+

Net Worth (Total ALL assets less liabilities) *

<$400K$400K - $999K$1M - $4.99M$5M+

Corporations Owned (Highlight All That Apply) *

Primary investment objectives that matter most to you right now (select any that apply). *

Problems Seeking Solutions (Highlight All That Apply) *

What else matters to YOU?

Alternative investments (such as private equity, real estate, hedge funds, and infrastructure) can play a meaningful role in diversified wealth plans for suitable clients, particularly for long-term capital appreciation, income, or diversification beyond traditional public markets.

How familiar are you with alternative investments? *

Not familiarSomewhat familiarExperienced / currently invested

Investing Experience (Highlight All That Apply) *

Please provide some context about your current investment strategies and arrangements (e.g., overall approach or asset allocation philosophy, whether you are self-directed or work with advisors/institutions, any notable holdings or strategies, and what is working well or less well from your perspective).

Notes

**Important.**

You will receive a confirmation page after clicking "Submit,".

If you do not, one or more required fields marked with an asterisk (*) are incomplete.

Scrolling to the top will reveal which ones.