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Click ‘Get Form’ to open the RE 870 Investor Questionnaire in our editor.
Begin by entering your name and, if applicable, your co-investor's name. If you are completing this on behalf of an entity, provide the entity's name and type.
Fill in the general information section, including addresses and telephone numbers for both investors. Ensure that dates of birth are accurately entered.
In the employment information section, detail your current position and previous positions. Include titles and lengths of time in each role.
Complete the education section by indicating the highest year completed, graduation year, and degree or diploma obtained.
Provide financial details such as estimated annual income, net worth (excluding principal residence), and liquidity needs by selecting appropriate options from the provided ranges.
Report your investment experience in years across various categories like mutual funds, stocks, real estate, etc., ensuring to specify any experience with notes secured by trust deeds.
Finally, review all entries for accuracy before signing at the bottom of the form. Ensure both investor and co-investor signatures are included along with dates.
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How to become a real estate investor in California?
Get your real estate education. Make your business plan. Build a network of real estate. Choose a good place for investment. Choose investment policy and type of property. Conduct Real Estate Industry Research. Manage Your Property Like a Pro.
What is the main purpose of the California DRE?
The mission of the California Department of Real Estate is to safeguard and promote the public interests in real estate matters through licensure, regulation, education and enforcement.
What is the purpose of the accredited investor questionnaire?
The purpose of this Statement is to obtain information relating to whether or not you are an accredited investor as defined in Securities and Exchange Regulation D as well as your knowledge and experience in financial and business matters and to your ability to bear the economic risks of an investment in the Company.
What is an investor questionnaire?
Accredited investor questionnaires are used to determine whether potential investors meet the suitability requirements of Regulation D of the Securities Act of 1933, which may eliminate the need for the offering or issuance of such securities to be registered with the Securities and Exchange Commission.
How do I docHub myself as an accredited investor?
These three exams include the Series 7, Series 65, or the Series 82. Of these exams, only the Series 65 can be taken independently without sponsorship from a FINRA member firm. Consequently, many investors have taken the Series 65 exam to qualify as accredited investors.
dre ca lookup
Dre license lookupFree California real estate disclosure formsCalifornia real estate license onlineDepartment of Real Estate license lookupDRE Real EstateeLicensing DREReal estate license CaliforniaDRE Login
How to check the status of a real estate license in California?
Verify a California Real-Estate License on the DRE Site Visit the Department of Real Estates website. Click CONSUMERS Select Verify a License Enter agents legal name in Licensee/Company Name or their License ID number. (If searching by name, enter the legal name.
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This questionnaire is intended to assist brokers in determining an investors suitability for trust deed and real property sales contract investments as
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