The Form Full embed: Join Our Passive Investing Group to Explore More Content and Investment Opportunities First Name* Last Name* Email* Phone* How'd You Find Us?* Tell us about your goals and investing objectives.* Investment Experience & Education The SEC regulates syndication investment opportunities and the types of investors that are eligible. In order to invest in our syndication investments, you need to be EITHER an accredited investor or a sophisticated investor. The purpose of this questionnaire is to determine whether you meet the requirements needed in order to invest in potential offerings. Option 1: I am an ACCREDITED investor Please select ANY & ALL that apply. My individual income has been $200,000 or more in the past two years, and I have reasonable expectation of reaching the same income level this year. My joint income with my spouse has been $300,000 or more in the past two years, and I have reasonable expectation of reaching the same income level this year. My individual net worth (or joint net worth with my spouse) exceeds $1,000,000, excluding my primary residence. Option 2: I am a SOPHISTICATED investor Please select ANY and ALL that apply My individual income has been between $100,000 and $199,999 in the past two years, and I have reasonable expectation of reaching the same income level this year. My joint income with my spouse has been between $200,000 and $299,999 in the past two years, and I have reasonable expectation of reaching the same income level this year. My individual net worth (or joint net worth with my spouse) is between $350,000 and $999,999, excluding my primary residence. Option 3: I am NEITHER of the above Please check the box below ONLY IF you are NEITHER an accredited NOR a sophisticated investor. If you check the box below, that means you will NOT be eligible to invest with us at this time. I do not meet any of the above described accredited or sophisticated requirements. ________________________________________________________________________________________________ Level of Education* High School Associate's Degree Bachelor's Degree Master's Degree Doctorate or Professional Degree Current Occupation Investing Exprience – which of the following investment types do you have experience with? Check all that apply. Stock market investing for at least 2 years in self-managed accounts Real estate investing for at least 2 years Investing in trust deeds for at least 2 years Bond investing in self-managed accounts Mutual fund investing How much do you intend to invest? $50,000 – $100,000 $100,000 – $250,000 $250,000 – $500,000 > $500,000 Before submitting, please read and acknowledge the statement below* I hereby represent and warrant that the foregoing statements are true and accurate to the best of my knowledge, and I will promptly notify Sage Investing Group of any changes in the foregoing answers. Submit