Identification Information

First Name *

Last Name *

Phone *

Email *

Investment Information

Investor Role *

Select an option

Contemplated Investment Amount *

$

Investment Situation *

Select an option

Suitability

Estimated Net Worth *

Select an option

Estimated Annual Income *

$

Investment Time Horizon *

Select an option

Risk Tolerance *

Select an option

Delaware Statutory Trust Experience *

Select an option

Primary Investment Objective *

Select an option

Attestations & Verifications

Accredited Investor *

Yes, I meet the definition of an accredited investor as defined by SEC Rule 501.

No, I do not meet the definition of an accredited investor.

Residency Confirmation *

I am either a citizen or a lawful permanent resident of the United States.

Confirm Next Steps *

I understand that I will be required to complete an introductory consultation prior to being granted access to investment listings.