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INVESTOR or PURCHASER SHORT FORM DUE DILIGENCE GUIDE (For use with private companies only) Phil Thompson Business Lawyer, Corporate Counsel www.thompsonlaw.ca Project Team -- Internal and External

How to fill out investor or purchaser short

How to fill out an investor or purchaser short:

1. Begin by gathering all the necessary information. This may include personal details, financial information, and investment preferences or preferences as a purchaser.
2. Start by filling out the basic contact information section. Provide your full name, address, phone number, and email address. Ensure that all the information is accurate and up to date.
3. Move on to the financial information section. Here, you may be required to provide details about your annual income, assets, liabilities, and any outstanding debts. Fill out this section honestly and accurately.
4. Next, specify your investment or purchasing preferences. In the investor short, you may be asked about your risk tolerance, investment goals, and the types of investments you are interested in. In the purchaser short, you may need to specify the type of property you are looking to purchase, its location, and any specific requirements you have.
5. Some forms may require you to disclose any relevant experience or qualifications related to investing or purchasing that could be beneficial to the party reviewing your application. Make sure to include this information if applicable.
6. Review the completed form for any errors or missing information. Ensure that you have provided all the required information and haven't left any sections blank.
7. Sign and date the form as required. This is usually the final step in completing the investor or purchaser short.

Who needs an investor or purchaser short:

1. Individuals interested in investing in various financial instruments or assets may need an investor short form. This could include individuals looking to invest in stocks, bonds, mutual funds, real estate, or other investment opportunities.
2. Individuals looking to purchase a property, such as a house, apartment, or commercial space, may need a purchaser short form. This could include first-time homebuyers, real estate investors, or individuals looking to buy a property for personal use.
3. Financial institutions, brokers, or real estate agencies may also require individuals to fill out an investor or purchaser short form as part of their application or onboarding process.

It is important to note that the specific requirements for an investor or purchaser short form may vary depending on the organization or the type of investment or purchase involved. It is always recommended to carefully read and follow the instructions provided with the form to ensure accurate and complete submission.

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