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CONFIDENTIAL
SUBSCRIPTION BOOKLETELEVATE SFI FUND MEMBERSHIP UNITS May 20168330 LBJ Freeway, Ste B603
Dallas, TX 75243IN MAKING AN INVESTMENT DECISION, YOU MUST RELY ON YOUR OWN EXAMINATION OF ELEVATE
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To fill out a confidential subscription booklet, follow these steps:
02
Begin by reading the instructions provided in the booklet carefully.
03
Fill in your personal details such as your full name, address, contact number, and email address in the designated fields.
04
Provide your financial information, including your annual income, assets, and liabilities.
05
Indicate the investment options you are interested in and the amount you wish to invest in each option.
06
Verify that all the information you have provided is accurate and complete.
07
If required, sign the booklet on the designated signature line.
08
Submit the filled-out confidential subscription booklet to the appropriate authority or organization as instructed.
Who needs confidential subscription booklet?
01
The confidential subscription booklet is required by individuals who wish to invest in certain financial products or services. It is commonly used by potential investors who are seeking to subscribe to a private investment fund, securities offering, or similar investment opportunities. This booklet ensures that the investor understands the risks, terms, and conditions associated with the investment, and provides the necessary information for the subscription process.
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What is confidential subscription booklet?
The confidential subscription booklet is a document that records all confidential information related to a subscription.
Who is required to file confidential subscription booklet?
Individuals or entities involved in subscription activities are required to file the confidential subscription booklet.
How to fill out confidential subscription booklet?
The confidential subscription booklet can be filled out by providing accurate and detailed information about the subscription activities.
What is the purpose of confidential subscription booklet?
The purpose of the confidential subscription booklet is to keep track of confidential information related to subscriptions for record-keeping and compliance purposes.
What information must be reported on confidential subscription booklet?
The confidential subscription booklet must include details such as the subscriber's name, contact information, subscription amount, terms, and any other relevant information.
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