First Name
Last Name
Company (if any):
Main Website (if any):
Street Address:
City:
State:
Postal Code:
Country:
Email:
Mobile #:
Office #:
Date of Birth
Number of Children, if any
How did you hear about The Collective?
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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:
If I qualify, enroll me in at the following plan:
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.
Date
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