The Independent Life Settlement Advisory Group, LLC - Services - New Life 1 Offering
The Independent Life Settlement Advisory Group, LLC

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INVESTORS

To learn more about what we have to offer, click here to download our Certification of Accredited Investor Status form, fax it to (480) 483-5374 or mail to:

The Independent Life Settlement Advisory Group, LLC
6710 North Scottsdale Road, Suite 210
Scottsdale, Arizona 85253

Or you can fill out the following online form below:




CERTIFICATION OF ACCREDITED INVESTOR STATUS

Name:
Street Address:
City:
State:
Zip:
Tax ID Number:
Phone Number:

Personal Email Address:
(required for receiving a log in and user name to access the Fund site)


I hereby certify that I have received information in regard to the mynewasset.com website from a previously-established relationship and not from a public or general solicitation.

I further certify that I am at least 21 years of age and that I am an accredited investor under Reg D of the Securities Act of 1933 because (please check all boxes that are applicable):

Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year;
Any natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his purchase exceeds $1,000,000;
Any bank as defined in Section 3(a)(2) of the 1933 Act, or any savings and loan association or other institution as defined in Section 3(a)(5)(A) of the 1933 Act whether acting in its individual or fiduciary capacity; any broker or dealer registered pursuant to Section 15 of the Securities Exchange Act of 1934; any insurance company as defined in Section 2(a)(13) of the Act; any investment company registered under the Investment Company Act of 1940 or a business development company as defined in Section 2(a)(48) of that Act; any Small Business Investment Company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958; any plan established and maintained by a state, its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5,000,000; any employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 if the investment decision is made by a plan fiduciary, as defined in Section 3(21) of such act, which is either a bank, savings and loan association, insurance company, or registered investment adviser, or if the employee benefit plan has total assets in excess of $5,000,000 or, if a self-directed plan, with investment decisions made solely by persons that are accredited investors;
Any trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in Rule 506(b)(2)(ii);
Any organization described in Section 501(c)(3) of the Internal Revenue Code, corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5,000,000;
Any private business development company as defined in Section 202(a)(22) if the Investment Advisers Act of 1940;
Any director, executive officer, or general partner of the issuer of the securities being offered or sold, or any director, executive officer, or general partner of a general partner of that issuer; and
Any entity in which all of the equity owners are accredited investors.






By clicking here I hereby certify that I the information above is true. This acts as my online signature.

 


 

CLEARVIEW

ClearView is a radical new two-step protocol for looking at senior life settlement risk.

Find out more about ClearViewTM by clicking here.

 

 



The Independent Life Settlement Advisory Group, LLC