An accredited investor meets one of the following criteria:
(1) Has a net worth of over $1 million, either individually or together with a spouse (excluding the value of a primary residence), (2) Earned income of more than $200,000 (or $300,000 together with a spouse) in each of the last two years and reasonably expects to earn the same for the current year, (3) Is a "knowledgeable employee" of a private fund, or (4) Is a financial professional who has a Series 7, Series 65 or Series 82 financial securities license.
If individual, enter individual(s) name. Example, John and Jane Doe. If Entity, Trust, 401k, or other type of account, enter Example Company, LLC or John and Jane Doe Trust.
We request the account number to provide the custodian updated account balances and year end tax reporting documents.
All signers must have unique e-mail address.
Enter the Tax ID # that will reflect on the year end tax documents.
SEC guidelines require that investors must be accredited every 5 years.
An accredited investor is considered a person with a net worth exceeding $1 million exclusive of their personal residence or has an annual income exceeding $200,000 ($300,000 for joint income) for the last two years.
This must be an individual that will be signing on behalf of the account.
If unemployed or retired, select the industry in which you were employed.
The minimum investment for TaliMar Income Fund I is $100,000. The minimum for additional investments is $1,000.
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