INVESTOR QUESTIONNAIRE

Interested in joining Pi Legacy Fund? Tell us more about you!

To qualify, an investor must be considered an “Accredited Investor” as defined under Rule 501 of Regulation D of the Securities Act: For individuals, the following persons are “Accredited Investors,” as defined under Rule 501 of Regulation D of the Securities Act:

 

(A) 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, excluding the value of the primary residence of such person;

(B) any natural person who had an individual income in excess of $200,000 in each of the two most recent years (except for residents of New Jersey) 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; or

(C) any director or executive officer of the Manager or its affiliates. In addition, prospective Members must demonstrate to the satisfaction of the Manager that, as the result of prior investment experience in offerings such as that being made hereby or otherwise, they have the knowledge and experience in financial and business matters, either alone or together with a purchaser representative and that they are capable of evaluating the merits and risks of the Fund and this Offering.

A corporation or other entity formed specifically to invest in the Fund, as such, may not qualify as an Accredited Investor by meeting the minimum financial standards for individuals unless each of its individual equity holders is an Accredited Investor. Entities may also qualify as Accredited Investors as set forth in Rule 501 of Regulation D.

BEFORE YOU START

Please make sure you meet our Investor Suitability Standards below.

  • Facebook - Black Circle
  • Twitter - Black Circle
  • Instagram - Black Circle

Pi Legacy Fund, LLC (“Pi Legacy Fund”) operates a website at pilegacyholdings.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Pi Legacy Fund nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Pi Legacy Fund nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Full Disclosure

 

© 2018 Pi Legacy Fund, LLC. All Rights Reserved.