First Name
Last Name
Marital Status Single Married Widowed Divorced
Age
Occupation
Address
City
State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Zip Code
Email
Phone Number Enter digits only, no special characters (example: 8587311234)
Net Worth Enter digits only, no characters (example: 5000000)
Investment Objectives Aggressive growth Growth Growth & diversification Diversification Other
Annual Income
Assets Under Management >700 Million 400-700 Million 200-400 Million 100-200 Million 50-100 Million <50 Million
Bonds yesno
LPs or LLCs yesno
Stocks yesno
Managed Futures yesno
Real Estate yesno
Hedge Funds yesno
Options yesno
Comments
In addition to answering your questions, an important requirement of our job is determining your interest and suitability in the various investment options. Having a one-on-one conversation with you by phone or in person is the only way for us to effectively do this.
By submitting your contact information, you acknowledge and agree that you have given Altegris permission and affirmative consent to: (1) contact you by telephone at the number designated above in connection with any account, relationship or transaction you may have or seek to establish with us; (2) contact you at your email address provided above; and to (3) contact you by hard copy mailing at your mailing address.
You further represent that you are capable of downloading and printing any information on this website, including this registration form. You may incur costs associated with electronic contracting and delivery, including charges from Internet access providers or telephone companies, or for other printing charges, and you agree that you shall be responsible for maintaining such services at your own expense. We agree to notify you of any changes in the hardware or software requirements needed to access electronic records covered by this consent.
Please be advised that this form does not constitute an offer to sell or a solicitation of an offer to buy any investment; and no investment will be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. It is important to note that any investment is speculative and involves significant risks, including the risk of losing the entire investment.
It is important to note that included in the definition of an "accredited investor" as defined in Rule 501 of Regulation D of the Securities Act of 1933 is "a natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of purchase, excluding the value of the primary residence of such person; or "a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or "a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes".
