Method of Investment Evaluation Clause Samples
The 'Method of Investment Evaluation' clause defines the process and criteria by which potential investments are assessed and selected. Typically, this clause outlines the specific financial metrics, due diligence procedures, or benchmarks that must be met before an investment is approved, such as requiring a minimum rate of return or a thorough risk analysis. By establishing a clear and consistent evaluation framework, this clause ensures that investment decisions are made objectively and transparently, reducing the risk of poor investment choices and aligning decisions with the overall strategy or policy of the investing party.
Method of Investment Evaluation. Each subscriber must have sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Company or must retain the services of a Purchaser Representative(s) (who may be an attorney, accountant or other financial advisor but not a person employed by or associated with the Company or its affiliates) for the purpose of this particular transaction. This item is presented in alternative form. Please cheek the appropriate alternative. ____ Alternative One: No Advisor. I have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision, and will not require a Purchaser Representative. ____ Alternative Two: Purchaser Representative. I have relied upon the advice of the following Purchaser Representative (who is not affiliated with the Company or its affiliates) in evaluating the merits and risks of an investment in the Company. Name: _____________________________________ (name of purchaser representative) Address: _____________________________________ Relationship: _____________________________________ The above-named Purchaser Representative and I together have such knowledge and experience in financial and business matters that we are capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision. PLEASE COMPLETE 8 OR 9, BELOW
Method of Investment Evaluation. Each subscriber must have sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Company or must retain the services of a Purchaser Representative(s) (who may be an attorney, accountant or other financial advisor but not a person employed by or associated with the Company or its affiliates) for the purpose of this particular transaction. This item is presented in alternative form. Please cheek the appropriate alternative. Alternative One: No Advisor. I have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision, and will not require a Purchaser Representative. Alternative Two: Purchaser Representative. I have relied upon the advice of the following Purchaser Representative (who is not affiliated with the Company or its affiliates) in evaluating the merits and risks of an investment in the Company. Name: (name of purchaser representative) Address: Relationship: The above-named Purchaser Representative and I together have such knowledge and experience in financial and business matters that we are capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision.
Method of Investment Evaluation. Each subscriber must have sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Company or must retain the services of a Purchaser Representative(s) (who may be an attorney, accountant or other financial advisor but not a person employed by or associated with the Company or its affiliates) for the purpose of this particular transaction. This item is presented in alternative form. Please cheek the appropriate alternative. Alternative One: No Advisor. I have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision, and will not require a Purchaser Representative. Alternative Two: Purchaser Representative. I have relied upon the advice of the following Purchaser Representative (who is not affiliated with the Company or its affiliates) in evaluating the merits and risks of an investment in the Company. January 29th, 2016 Share Exchange Agreement Name of Purchaser Representative: Address: Relationship: The above-named Purchaser Representative and I together have such knowledge and experience in financial and business matters that we are capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision.
Method of Investment Evaluation. 1. I have by myself sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Program. Yes _______ No _______
2. I will have an attorney, accountant, investment advisor or other consultant review this investment. Yes _______ No _______ If Yes: Name: _________________________________________________________________ ______ Firm: _________________________________________________________________ _______ Telephone number: _(____)______________________________________________________ Address: _________________________________________________________________ _____ IV. ADDITIONAL INFORMATION FOR CORPORATION, PARTNER-SHIP TRUST OR OTHER ENTITY Name of organization: ___________________________________________________________ Business address: _______________________________________________________________ Telephone number: _____________________________________________________________ Send communications to the attention of: Date of organization: ____________________________________________________________ State of organization: ____________________________________________________________ Tax Identification Number: _______________________________________________________ Form of organization: Corporation ____________Company __________Trust _____________ Other ______________ If a corporation, the organization has has not elected to be taxed as a small business corporation for Federal income tax purposes under the provisions of Subchapter S of the Internal Revenue Code of 1986, as amended. The organization is actively engaged in the conduct of a trade or business: Yes _______ No _______ Describe purpose of formation or principal trade or business activity: _____________ _____________ _________________________________________________________________ __________________________ Attach a complete list: If a corporation, the names of all officers, directors, and stockholders; or If a partnership, the names of all partners indicating whether each person is a general partner or limited partner.
Method of Investment Evaluation. 1. I have by myself sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Program. Yes_______ No_______
2. I will have an attorney, accountant, investment advisor or other consultant review this investment. Yes_______ No_______ If Yes: Name: _________________________________________________________________ _______ Firm: _________________________________________________________________ ________ Telephone number: _____________________________________________________________ Address: _________________________________________________________________ _____
Method of Investment Evaluation. Each subscriber must have sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of an investment in the Company or must retain the services of a Purchaser Representative(s) (who may be an attorney, accountant or other financial advisor but not a person employed by or associated with the Company or its affiliates) for the purpose of this particular transaction. This item is presented in alternative form. Please cheek the appropriate alternative. Alternative One: No Advisor. I have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision, and will not require a Purchaser Representative. Alternative Two: Purchaser Representative. I have relied upon the advice of the following Purchaser Representative (who is not affiliated with the Company or its affiliates) in evaluating the merits and risks of an investment in the Company. January 29th, 2016 Share Exchange Agreement Name of Purchaser Representative: Address: Relationship: The above-named Purchaser Representative and I together have such knowledge and experience in financial and business matters that we are capable of evaluating the merits and risks of an investment in the Company and of making an informed investment decision.