Investor Questionnaire - Black Tree Goup

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Please Read Before Proceeding

U.S securities laws limit the types of investors who can invest with us. The following questionnaire is intended to assist us in determining whether you meet suitability requirements for future investments. Any information you provide here will be kept in strict confidence.

Are You an Accredited Investor?

Yes No Not Sure

Do You Own a Business? (Certain Investments May Provide Tax Benefits)

YesNo

What is Your Current Yearly Income?

<$150,000$151,000 - $200,000$201,000+

Are You Currently Investing?

YesNo

What Types of Investments Do You Have?

Do you plan to invest using a tax-advantaged account?

(check all that apply)

Individual Retirement Account (IRA) Traditional Roth QRP

What are your primary investment objectives?

(check all that apply)

Current Investment Locations:

Domestic (USA) Off-Shore (Non-USA)

Your Current Real Estate Holdings

(check all that apply)

Investment Term

(check all that you would consider)

Other Considerations - Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, training (including seminars, contenting education, etc) or professional licenses and certifications.

Other Considerations

Investor Profile

Do you have any questions?

feel free to ask