Sophisticated Investor Questionnaire

If You’re Not An Accredited Investor, Please Complete the Following Questionnaire to Qualify to Invest in DeFi Income, Inc.

Accredited investor? Use the Confidential Investor Questionnaire instead.
Investor Information
Name *
Mailing Address *
Employment
Business Mailing Address *
Contact Method for Communication
To which place would you prefer those communications be sent? *
Overall Investment Objectives
Please rank your investment objectives from 1 through 4 in order of priority; 1 being the highest): *
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Growth *
Current Income *
Tax Deferral *
Liquidity *
Use each number once.
Risk Tolerance
RISK TOLERANCE. Please check one: *
SPECULATION. Do your investment objectives allow speculation? *
Experience
Primary Source of Income *
PRIOR INVESTMENT EXPERIENCE; please check all that apply. I have experience as an investor in: *
Sophisticated Investor Status
PLEASE CAREFULLY READ THESE OPTIONS & THEN SELECT THE ONE THAT BEST SUITS INVESTOR'S SITUATION:
  1. I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investments.
  2. I am using a financial advisor, planner, or consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she/it is capable of evaluating the merits and risks of any investments. (If this is checked, please complete the following:)
Select Option *
Signature
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