Investor Registration

Welcome to PRIMARQ’s investor registration. Please note:

  • Your privacy is of the utmost importance to us. PRIMARQ will not sell, rent or give any of your personal information to anyone.
  • You have NO OBLIGATION to invest. Your registration merely provides access to the investment opportunities.
  • The PRIMARQ Exchange is available only to accredited investors, as defined by Regulation D of the Securities Act of 1933.

To participate, please complete the following form, attesting to your accredited status.

Investor Information
 
Investor Type   
First Name   
Last Name   
Title or Occupation   
Organization Name   
 
Mailing Address
 
Address   
City   
State or Province   
Zip or Postal Code   
Country   
 
Email & Phone
 
Email Address   
Phone Number   
Fax Number   
 
Investor Profile Questionnaire (optional)

We would appreciate understanding your objectives and experience as an investor in order to better meet your needs. If you would like to share this information, please answer any or all of the following questions.

Investment Style & Objectives
 

Which of the following asset classes do you invest in?
ctrl-click (PC) or command-click (Mac) to select multiple answers

 

What is your motivation to invest in terms of appreciation vs. income?

 

When making a long-term investment, how long to you typically keep the money invested for?

How important is liquidity of your long term investments?

 

How important are tax consequences in your investment decision making?

 

What is your tolerance for risk or volatility?

Real Estate Investing Experience
 

What experience do you have as an investor in real estate beyond the purchase of your own residence?
ctrl-click (PC) or command-click (Mac) to select multiple answers

 

What % of your portfolio is in real estate apart from your personal residence?

 

Have you done a 1031 exchange before?

Financial Profile
 

What is your estimated net worth (for individuals) or assets under management (for organizations)?

 

What do you expect your total annual return on your investment portfolio to be?

 

Do you self-direct your investments or use a financial advisor?

 
Accredited Investor Qualification
 
 

By submitting this application, you attest that you qualify via one or more of the following criteria as an Accredited Investor for purposes of the Securities Act and Regulation D thereunder:

  • An individual whose net worth or joint net worth with spouse exceeds $1,000,000 at the present time, excluding the value of the primary residence.
  • An individual who reasonably expects annual income in excess of $200,000 (excluding income of spouse), or joint income with spouse in excess of $300,000, in the current year and had individual income in excess of $200,000 (excluding income of spouse), or joint income with spouse in excess of $300,000, in each of the last two years.
  • A broker or dealer registered pursuant to Section 15 of the Securities Exchange Act of 1934.
  • An insurance company as defined in Section 2(13) of the Securities Act of 1933.
  • An investment company registered under the Investment Company Act of 1940.
  • A business development company as defined in Section 2(a)(48) of the Investment Company Act of 1940.
  • A small business investment company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958.
  • A plan established and maintained by a state, its political subdivisions or any agency or instrumentality of a state or its political subdivisions for the benefit of its employees, with total assets in excess of $5,000,000.
  • An employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 (“ERISA”) whose investment decision to purchase the securities is made by a plan fiduciary, as defined in Section 3(21) of ERISA, that is either a bank, a savings and loan association, an insurance company or a registered investment adviser and whose authorized representative has signed below.
  • An employee benefit plan within the definitions of ERISA with total assets in excess of $5,000,000.
  • A private business development company as defined in Section 202(a)(22) of the Investment Advisers Act of 1940 and whose assets exceed $5,000,000.
  • A corporation, partnership, or an organization described in Section 501(c)(3) of the Internal Revenue Code (tax- exempt organization). Such organization must have total assets in excess of $5,000,000 and must not be formed for the specific purpose of acquiring the securities.
  • A trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities, if the purchase of the securities is directed by a person who either alone or with his purchaser representative(s) has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of an investment in the securities.
  • A self-directed employee benefit plan within the definition of ERISA whose investment decisions are made by accredited investors pursuant to Category I or II above.
 

I attest that the information submitted on this form is true and correct to the best of my knowledge.