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PDF Investor Questionnaire (RE 870), Rev 8/18 - California Department ...

PDF Investor Questionnaire (RE 870), Rev 8/18 - California Department ... 2025

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The document is an Investor Questionnaire (RE 870) from the California Department of Real Estate, designed to assess an investor's suitability for trust deed and real property sales contract investments. It collects personal, financial, and investment experience information to help brokers determine appropriate investment options for investors. The questionnaire emphasizes that the Department does not endorse any specific investments and includes sections for investor acknowledgment and broker certification.

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