Get Investor Information And Acknowledgement Form - Hubspot.net

Completing the Investor Information and Acknowledgement Form is an essential step for potential investors in Trust Deed Investments. This guide will provide you with clear and concise instructions on how to accurately fill out the form online, ensuring you convey all necessary information effectively.

Follow the steps to successfully complete the form.

1. Use the ‘Get Form’ button to retrieve the Investor Information and Acknowledgement Form and access it in your online editing tool.
2. Begin by filling in the investor information section. Enter your name, address, phone number, and email address. If applicable, ensure that you provide details for your co-investor as well.
3. Next, indicate your level of knowledge regarding Trust Deed investments. Select one of the options provided that best describes your experience. This section is crucial for assessing your understanding of the risks involved.
4. Carefully read the risk factors related to Trust Deeds. Ensure you understand the potential risks outlined, such as fluctuating property values and borrower ability to make payments.
5. Acknowledge receipt of the 'Trust Deed Investments – What You Should Know' booklet by marking it accordingly. This step confirms that you have been provided with important informational materials.
6. Select your vesting indication by circling the appropriate option, whether it is sole ownership, co-ownership, or legal entity ownership. This choice will determine how the investment is held.
7. Complete the loan servicing information section. Here, ensure that all loan payment details are correctly filled out as per the instructions regarding Direct Deposit.
8. Finally, sign and date the form. Both the investor and any co-investor must provide their signatures along with the date of acknowledgment.
9. After completing the form, you can save changes, download a copy, print it for your records, or share it as needed.

Start completing your Investor Information and Acknowledgement Form online today to ensure a smooth investment process.