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How to use or fill out Accredited Investor Certification Form - Halbert Wealth Management with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by indicating whether you qualify as an accredited investor by checking 'Yes' or 'No'. If 'Yes', proceed to select the applicable category under 'For Individuals'.
- If you choose option (1), specify your net worth by selecting the appropriate range. If option (2) applies, confirm your income status and ensure both spouses sign if applicable.
- Next, indicate if you meet the Portfolio Requirement of a ‘Qualified Eligible Person’ by checking 'Yes' or 'No'.
- Then, confirm if you meet the requirements of a ‘Qualified Purchaser’ by marking 'Yes' or 'No'.
- Fill in your name, address, phone number, and email. Ensure all required fields are completed.
- Finally, sign and date the form. If applicable, have your spouse sign as well.
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