SwiftCity Capital Investing Interest Form 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. First Name* Last Name* Phone* Email* What types of investments do you currently have? Real Estate Stocks Bonds Retirement Funds Gold/Silver Bitcoin/Crypto Running Business What are your overall investment goals? Pick the most important one to you currently. Cashflow Appreciation Preservation of Capital Tax Mitigation What is your risk tolerance? Highly Aggressive Somewhat Aggressive Moderate Conservative Very Conservative What is the value of your current investments? Less than $100,000 Between $100,000 - 500,000 Between $500k - 1,000,000 Over $1,000,000 How many private investments have you placed? Are you an accredited investor? Yes (Income) Yes (Net Worth) No What is your approximate net worth? Less than $250,000 Between $250,000 - $500,000 Between $500,000 - 1,000,000 Between $1,000,000 - 2,000,000 Above $2,000,000 What is your approximate annual income? Less than $100,000 Between $100,000 - $250,000 Between $250,000 - 500,000 Over $500,000 Estimate your liquid assets (Cash in bank, marketable stocks & bonds, precious metals, etc.) Less than $100,000 Between $100,000 - 200,000 Between $200,000 - 300,000 Above $300,000 Please estimate when you will need your liquidity back (Such as a need for a house down payment or other major financial need) Less than 2 years From 2 to 5 years From 5 to 10 years More than 10 years Anything else we should consider? 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, trainings (including seminars, contenting education, etc) or professional licenses and certifications. Submit Marketing by ActiveCampaign