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New Registration (Rep. & Investor)
New Registration (Rep. Only)
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New Registration (Rep & Investor)
Join the NowFunder Platform
New Registration (Rep & Investor)
Join the NowFunder Platform
Step 1 - New Registration (Rep. & Investor)
Step 1. A - Access
Are you:
Corp-Ptship-Trust
Single
Married
Domestic Partner
Divorced
Widowed
Step 1 - Registration Process
This application is Step 1 to joining NowFunder as an accredited investor. The purpose is to create a temporary NowFunder account (pending approval by NowFunder). A NowFunder Team Member will review your submission. If Step 1 is approved, we will provide a link to Step 2 for your representative to verify your accredited investor status. If Step 2 is approved, we will then contact both you and your representative via text, email, and/or phone as a standard follow-up to each new potential NowFunder registration. After Step 2 is complete, you will be able to login to NowFunder to begin investing in real estate on the platform (upon a one-time showing of proof of funds in Step 3). In order to complete this investor Application, you will need some or all of the following information: Identification information (e.g., driver's license, passport, or another type of government-issued identification; Social Security Number; Federal Tax Rate; Information about your annual income, debt, expenses, and net worth; Back-up contact information; etc... .) The above information will help us comply with various securities regulations and rules, and the USA PATRIOT Act, a federal law that requires issuers engaged in securities transaction to obtain, verify, and record information that identifies each investor applicant. Please note that if we cannot verify the information you provide, we may be required to restrict or deny your investor Application. Please remember to notify NowFunder if you experience a significant life change, including children, marriage, divorce, death of a spouse, termination of employment and/or businesses, change in financial situations, etc....
NowFunder Username
Create PW (1 No.+1 Ltr+1Cap)(9 max)
Step 1 - Investor Reg. Date
Step 1. B. - Investor Info.
Corp-Ptship-Trust Name
Investor's Name (or Contact Person for Corp-Ptship-Trust)
Investor's Address (Individual or Corp-Ptship-Trust)
Address Time Period:
< One Yr
> One Yr
Investor's Date of Birth (or Approx Date Corp-Ptship-Trust Established)
Investor's Email (or Contact Person for Corp-Ptship-Trust)
Investor's US Phone (or Contact Person for Corp-Ptship-Trust)
Investor Ph. (Office)
Investor Ph. (Office Ext.)
US or Foreign Investor:
US Investor
Foreign Investor
Investor's (or Corp-Ptship-Trust) Country
Investor's Foreign Mobile Ph. (or Corp-Ptship-Trust)
Step 1. C. - Security Q's
Investor's (or Corp-Ptship-Trust Contact Person) High School Mascot
Step 1. D. - Employ-Bus.
Are you:
Corp-Ptship-Trust
Employed
Self-Employed
Prof. Investor
Retired
Unemployed
Student-Other
Investor's Employment or Bus. O'ship
Start Date Investors Bus./Employ./Ret.:
Step 1. E. - Objectives-Profile
Tell us how you intend to use your NowFunder account.
NowFunder anticipates providing additional investments and asset classes other than debt-free real estate assets. The more we know about you and your goals for your NowFunder account, the better we can serve you. Please answer the following questions about your investment objectives, financial situation and attitude toward investment risk to help us determine which investment products and strategies are suitable for you.
I anticipate that my NowFunder investments will be:
< 33% Net Worth
33-66% Net Worth
> 66% Net Worth
Earliest date I will need use of invested funds is:
< 3 Yrs
3 to 5 Yrs
6 to 10 Yrs
11 to 20 Yrs
> 20 Yrs Plus
Please advise as to how your NowFunder account will be funded:
Income (pers.+bus.)
Svngs (+ret.+pens.)
Investments
Sale Bus.Prop.
Inherit.+Gifts
Insurance Rec'd
Soc Sec Benefits
Loans (+Mtg./LOC)
Other
Investor's Objectives (select all that apply):
Generate Income
Partially Fund Retirement
Wholly fund my retirement
Accumulate Wealth for Retirement
Preserve Wealth for Heirs
Philanthropy
Educational
Market speculation
Other
Investor's Risk Tolerance Selection (select all that apply):
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Significant Risk
Investor Risk Level Descriptions:
Please select the degree of risk you are willing to take with your NowFunder investments, in light of the investment purpose(s) you identified above. NowFunder's goal is to provide access to investments with different risk levels. All investing involves risk. Different investment products and strategies involve different degrees of risk. The higher the expected returns of a product or strategy, the greater the risk that you could lose most of your investment. Thus, investments should be chosen based on your objectives, timeframe, and tolerance for market fluctuations. Conservative. I want to preserve my initial principal invested with NowFunder, with minimal risk, even if I do not generate significant income or returns and may not keep place with inflation. Moderately Conservative. I am willing to accept low risk to my initial principal, including low volatility, to seek a modest level of portfoilio returns. Moderate. I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns, and understand I could lose a portion of the money invested. Moderately Aggressive. I am willing to accept high risk to my initial principal, including high volatility, to seek high returns over time, and understand I could lose a substantial amount of the money invested. Significant Risk. I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose most, or all, of the money invested.
Step 1. F. - Accredited Status
Investor Accredited Status Questions:
The securities laws, rules, and regulations no longer allow investors to self-accredit. The responses to the items below will therefore enable NowFunder to supplement the status of investors to the Step 2 verification by their designated representatives.
Investor's Agreement to Investor Account and Arbitration Agreement
By signing below, I acknowledge that I have read, approve, and agree to the form and content of the NowFunder Account Agreement Letter and Arbitration Agreement. At least 90 days before I make a NowFunder investment, I agree to execute a supplemental online or offline PDF form to advise if there have been any material changes to my financial information.
Investor Consultations with Advisors or Other Professionals
By signing below, I confirm that I normally consult with an investment or other professional advisor before making an investment decision. With respect to any potential investments presented by NowFunder, I agree to consult with my own legal counsel, CPA, investment advisor, or other professional representative.
Investor has no Affiliations:
By signing below, I confirm that neither I, my spouse, nor any other immediate family members, including parents, in-laws, siblings, and dependents are: (1) Employed by or associated with the securities industry (e.g., a sole proprietor, partner, officer, director, or branch manager of a broker-dealer firm) or a financial regulatory agency; (2) An officer, director, or 10% (or more) shareholder in a publicly-owned company; or (3) A senior military, governmental, or political official in a non-US country.
Investor Satisfy Asset or Income Test:
By signing below, I confirm that as of today, my individual net worth (or joint net worth with my spouse), and excluding my (our) principal residence, exceeds $1‚000,000; Or, I have had individual adusted gross income in excess of $200,000 or ($300,000 joint income with my spouse), in each of the two most recent tax years; and I reasonably expect to reach the same income level in the current year.
Investor Liabilities Reduce Net Worth
By signing below, I represent that all liabilities necessary to determine my individual net worth, or my joint net worth together with my spouse, for the purpose of determining my status as an Accredited Investor are reflected in the dollar amount as a reduction to my assets (total assets less total liabilities equals net worth). I agree to promptly notify NowFunder and it's Affiliates if, between today's date and the date of the closing for the sale of the Securities, I incur any incremental mortgage or other liabilities secured by my primary residence.
Investor Agrees NowFunder Reliance
By signing below, I understand that NowFunder will rely on my representations in determining my eligibility to participate in the Securities Offerings and I consent to such reliance; NowFunder may require additional evidence that a prospective investor meets the investment suitability standards at any time before acceptance of a prospective investor's subscription; and that I am not obligated to supply any information requested by NowFunder, but NowFunder may reject a subscription from me if I do not supply the requested information.
Step 1. G. - Patriot Act
Patriot Act Instructions
Complete here or by PDF. Federal law mandates that investors in securities transactions provide certain information to comply with the USA Patriot Act. You have the option of either completing a PDF form with this information, or using this webform. Note that NowFunder has a policy of removing all informational sensitive information from our website to retain in hardcopy form. For non-resident aliens, please note that a Form W-8BEN is also required by the Patriot Act.
Type of Investor ID
Drivers License
Passport
State ID
Other Govt ID
Driv. Lic, Passport, State ID, or Gov't ID Issued by:
Investor ID No.:
Date ID Issued:
Date ID Expires:
Please Indicate if Providing SSN or FEIN:
SSN
FEIN
Investor SS No.:
individual investors
Corp-Ptship-Trust-Fed. Tax ID No.:
Foreign Investor (or Corp-Ptship-Trust) Country Situs or Citizenship:
Foreign Investor (or Corp-Ptship-Trust) Country Tax Residence:
Step 1. H. - Rep's Info.
Investor Rep. to Receive Info.:
This is to send a duplicate courtesy copy of the website link to the Step 2 (Verification of Accredited Investor Form) via email to your representative.
Investor Rep. Type
Attorney
CPA
FINRA Reg BD
SEC RIA
Investor Rep.'s Firm
Investor Rep.'s Name
Investor Rep'.s Address
Investor Rep.'s Ph. (cell):
Investor Rep.'s Ph. (Office)
Office Ext.
Investor Rep.'s Bus. Email:
Rep.'s Internal Investor I.D. No.
Rep. Start Date
Rep.'s Assistant (Firstname)
Rep's Assistant Email
Final Instructions, Confirmations, and Signature (Please Read Carefully)
If you missed inputting a required entry (next to a Green *), clicking the "Process Step 1" button will take you back up to any missed entry(ies). Once all required fields are complete, your information and signature will be processed. A thank you message with your signature on a web page will be dislpayed. You will also receive an email containing your submitted information and signature file. By signing this Application, you affirm that you have received and read the Application and any supplemental documents governing this relationship. You also affirm that the information you provided is accurate and you agree to notify us of any changes thereto.
Person Completing this Registration Form
Statue of _______ (Capitalize "L" only, In the Hudson)
Enter to Verify:
Please wait for progress bar to complete. It should be processed quickly. Further instructions are provided after your NowFunder registration is submitted. Thank You.
