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Investor Instructions 1. Read all information contained in the Private Placement Memorandum (PPM). 2. Contact Source Capital Group, Inc. to verify your accredited investor status. Investors must have

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What is investor instructions?

Investor instructions are guidelines provided by an investor to their broker or financial institution regarding how they want their investments managed.

Who is required to file investor instructions?

Any individual or entity that has investments managed by a broker or financial institution may be required to file investor instructions.

How to fill out investor instructions?

Investor instructions can usually be filled out online through a secure portal provided by the broker or financial institution. The investor will need to provide details about their investment preferences, risk tolerance, and any specific instructions.

What is the purpose of investor instructions?

The purpose of investor instructions is to ensure that the investor's investments are managed in accordance with their preferences and objectives.

What information must be reported on investor instructions?

Investor instructions may include details about investment goals, risk tolerance, asset allocation preferences, and any restrictions on certain types of investments.

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