Application - The Collective Advisors Mastermind Group

The Collective Application

There is a $5,000 deposit required per member application submission
This is applied to the total membership of $50k annually
$45K due upon approval. Questions? michelle@thecollectiveadvisors.com

First Name

Last Name

Company (if any):

Main Website (if any):

Street Address:

City:

State:

Postal Code:

Country:

Email:

Mobile #:

Office #:

Date of Birth

Marital Status

Single Married

Number of Children, if any

How did you hear about The Collective?

Are you an accredited investor?

Who Qualifies to Be an Accredited Investor?

The SEC defines an accredited investor as either: an individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year. a person whose individual net worth, or joint net worth with that person's spouse or partner, exceeds $1,000,000, excluding the person's primary residence.

**"Please be prepared to discuss the details with the partners on a call prior to acceptance in the group."

BRIEFLY DESCRIBE YOUR INVESTING EXPERIENCE AND/OR GOALS AND/OR HOW THE COLLECTIVE CAN ASSIST YOU:

DESCRIBE SOME MAJOR GOALS YOU ARE WORKING TOWARD (investing or other):

Goal #1:

Goal #2:

Goal #3:

DESCRIBE THREE SOURCES OF STRESS OR FRUSTRATION THAT INTERFERE WITH YOUR GOALS:

#1:

#2:

#3:

Investment Agreement

I, wish to enroll** in “The Collective” mastermind group and authorize the following charge. I understand that this is a 12-month non-cancelable commitment. I understand the program details described in the letter and membership agreement that accompanied this Agreement, and I warrant the information I have provided on the accompanying Application is accurate.

If I qualify, enroll me in at the following plan:

Per member

Deposit and balance ($2,000 today, then $48,000 upon approval)

I AGREE

** Submitting this application does not guarantee acceptance or enrollment. If you are not accepted, your deposit will be refunded in full.

NOTICES: (a) The Collective reserves the right to accept/reject or terminate applicants/participants without explanation or cause. (b) No guarantees, express or implied, concerning income, investment results or any specific results, etc. (c) Neither The Collective nor its officers, employees, advisors, affiliates and/or speakers or any participants may be held liable for any information, ideas or advice dispensed via this Program. Everything is of a general information and opinion nature and individual participants have sole responsibility for their decisions and actions. (d) Neither The Collective nor its officers, employees, advisors, affiliates and/or speakers or any participants may be held liable for any business dealings, activities that may cause harm, loss, injury or death that Program participants may choose to engage in with each other or with The Collective, and/or affiliated people and entities. Participants agree to indemnify, protect and defend The Collective, its officers, employees, advisors, speakers, affiliates, vendors and related parties from such liability. (e) Deposits and installment payments are non-refundable, except by specific guarantee terms, if any, in the sales literature published by The Collective for the Program. This is a 12-Month commitment. The program and/or it’s published benefits of participation are not guaranteed and are subject to change. Terms of the attached “Membership Agreement” apply.

MEMBERSHIP AGREEMENT

Membership Agreement I have read, understood and agree with the following terms and conditions. I also understand that my Application will not be reviewed, processed or accepted unless I accept the terms and conditions contained herein.

Membership selection and the right to renew and continue as a member is the sole discretion of The Collective, LLC or Collective Advisors LLC and/or it’s assigns and/or it’s affiliated companies referred to herein as “The Collective.”

My membership will be renewed at the lowest prevailing renewal rate each quarter or year (depending on plan selected), and I will be eligible to participate in The Collective activities and programs ("Program(s)"). Membership provides access to educational programs, networking, and unique adventures and/or trips.

Terms and Conditions

I agree to the Terms and Conditions explained on https://thecollectiveadvisors.com/tc

Date

Signature

The Collective Application

Who Qualifies to Be an Accredited Investor?

Next Events: Dallas, Jan 11-14, 2024 & Orlando May 30- June 2

Limited Availability

Have Questions?
Email:
info@thecollectiveadvisors.com

The Collective Application

Who Qualifies to Be an Accredited Investor?

Next Events: Dallas, Jan 11-14, 2024 & Orlando May 30- June 2

Limited Availability

Have Questions? Email:info@thecollectiveadvisors.com

Have Questions?
Email:
info@thecollectiveadvisors.com