1. Instructions

    1. Instructions

  2. Investment Objectives

    1. Investment Objectives

    2. What is your investment attitude?

    3. In how many years will you begin making withdrawals from your investment?

    4. Once you begin to make your withdrawals, how many years will you be making withdrawals?

  3. Risk Tolerance

    1. Risk Tolerance

    2. Protecting my portfolio is more important to me than high returns.

    3. *Keeping the above answer option in mind which of the following statements make the most sense to you?

    4. Which of the following statements best describes your investment philosophy?

    5. What do you expect to be your next major expenditure?

    6. Over the next few years, you expect the annual income to:

    7. Assuming that you want to invest in stocks, which one would you choose?

    8. Select the investment you currently have from the options.

  4. Instructions

    1. Instructions

  5. Personal Identification

    1. Owners List

Business Formation - Wyoming US


Business Formation - Wyoming US

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Investment Objectives

Please answer the following questions as honestly as possible so that we can accurately evaluate your investment objectives.  

What is your investment attitude?

  • Very conservative

  • Somewhat Conservative

  • Moderate

  • Somewhat Aggressive

  • Very Aggressive

In how many years will you begin making withdrawals from your investment?

  • Less than a year

  • 1-2 years

  • 3-5 years

  • 6-9 years

  • 10-15 years

  • 15-25 years

  • More than 25 years

Once you begin to make your withdrawals, how many years will you be making withdrawals?

  • Lump-sum

  • 1-2 years

  • 2-5 years

  • 6-9 years

  • 10-15 years

  • 15-25 years

  • More than 25 years

Risk Tolerance

Please answer the following questions as honestly as possible so that we can accurately evaluate your risks as an investor.  

Protecting my portfolio is more important to me than high returns.

  • Strongly Agree

  • Agree

  • Neutral

  • Disagree

  • Strongly Disagree

*Keeping the above answer option in mind which of the following statements make the most sense to you?

  • I am willing to bare the consequences of a loss to maximize my returns

  • I am concerned about losses along with returns

  • To completely avoid losses is something I am more interested in

Which of the following statements best describes your investment philosophy?

  • I feel comfortable with stable investments

  • I am willing to withstand some fluctuations in my investment

  • I am seeking substantial investment returns

  • I am seeking potentially high investment returns

What do you expect to be your next major expenditure?

  • Buying a house

  • Paying college tuition

  • Capitalizing a new business venture

  • Providing for my retirement

Over the next few years, you expect the annual income to:

  • Stay the same

  • Grow substantially

  • Grow moderately

  • Decrease moderately

  • Decrease substantially

Assuming that you want to invest in stocks, which one would you choose?

  • Companies with significant technological advancement but selling their stocks at a low price

  • Established well-known companies that have a potentially high rate of growth

  • “Blue chip” stocks that pay the dividend

  • Other

Select the investment you currently have from the options.

  • Bonds and/or funds

  • Stocks and/or funds

Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you.


Checklist


Please use this checklist to provide the following:


  1. Personal Identification
  2. Submit verification of your personal identity, by uploading a government-issued photo ID such as a driver’s license or passport. If your business has multiple owners, institutions will require identification with owners that have 25% or more ownership of the company.
  3. Employer Identification Number
  4. In order to open a business bank account, you’ll need to provide this number to verify your business’s eligibility to open accounts with a financial institution.
  5. Business Details
  6. Business name
  7. Business address
  8. DBA or trade name
  9. Business Entity
  10. Documents of incorporation: articles of incorporation, corporate bylaw, business license, etc.


What do you need to know?


  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
  3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


Need help?


Click the message icon in the top-right corner to leave a message or comment for the question or section you're stuck in or need help with.


Getting started


Click the ✓ Ok button below to get started.

Owners List