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In order to ensure that Parker Global Strategies complies with Federal solicitation rules regarding its funds, we require prospective investors to complete the following questionnaire. Once reviewed, the Investor Services group will grant secure access to the web site for Qualified and/or Accredited Investors.

  • First Name*
  • City*
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  • State*
  • Address 1*
  • Country*
  • Address 2*
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Prospect/Investor Representations

A. ERISA Questions

The Investor is:

(a) A plan subject to Title 1 of the U.S. Employee Retirement Income Security Act of 1974, as amended (“ERISA”).

(b) An insurance company general account (i) the underlying assets of which include “plan assets,” or (ii) that is investing general account assets under the U.S. Department of Labor Advisory Opinion Letter 2005-19.

B. Accredited Investor Stipulations

1. The Investor is a natural person having:

(a) Net Worth

i. Individual or joint (with spouse) of $1 million at the time of purchase, excluding the value of their primary residence, or

(b) Income

i. Individual income of $200,000, or joint annual income with spouse of $300,000, in each of the most recent two years, along with a reasonable expectation of the same income level in the current year.

2. The Investor is an entity – i.e. corporation, partnership, LLC or “other than” trust entity and:

(a) Is an organization described in Section 501© (3) of the Internal Revenue Code with total assets in excess of $5,000,000

(b) a bank, savings and loan institution, insurance company, registered or small business investment company or business development company as defined under provisions of the SEC Act

3. Any Trust, with assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities being offered.


C. Qualified Purchaser Stipulations

1. The Investor is a natural person who owns not less than $5,000,000 in “investments.”

2. The Investor is an entity, acting for its own account or the accounts of other “qualified purchasers,” that in the aggregate owns and invests on a discretionary basis, not less than $25,000,000 in “investments.”

D. Additional Information

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