Investor Survey - TaliMar Financial

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Know Your Investor

The Securities and Exchange Commission ("SEC") requires that we ensure you are an "accredited" investor. The following survey will be used to assist us in making the determination.

Contact Name

First

Last

Primary Phone Number

Primary E-Mail Address

What is your estimated annual income?

What is your estimated net worth? (exclusive of your primary residence and mortgage)

What is your estimated liquid assets?

What are your liquidity needs?

What is your highest level of formal education?

What is your employment status?

Marital Status