Complete & Fax to _______________________________ All Information will be kept 100% Confidential CONTACT INFORMATION
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INVESTMENT INFORMATION
Yes, I'm interested in putting my money to work earning good returns collateralized safely. I have the following funds available for investment: Personal Funds IRA Funds Business Funds TOTAL FUNDS $ $ $ $ On the following date:__________________
My funds are available for use: Immediately Within 30 days
I am willing to make a loan on the following: (check all that apply) Long Term Investments (1-5 years) Short Term Investments (1 year or less) The minimum interest rate that I will consider for my investment is: _______________________ It is ok if my interest rate accrues: Yes No
I would like to know more about how to move money from my current brokerage IRA to a self-directed IRA so I can make loans with my retirement funds. Yes No Additional Comments / Questions: