Investor Name *
Investor Name
Investor Phone *
Investor Phone
Phone Number Description: *
What Investor phone number is it?
Have you qualified this Investor yet? *
Explained how we do things, what to expect from the on-boarding process
When is this Investor most likely to invest?
On what date did the investor agree to move to the next step and receive the MRSQ? *
On what date did the investor agree to move to the next step and receive the MRSQ?
MRSQ Request Details *
If you are unsure of the amount the default is $30,000.
How did the Investor communicate they were ready to begin the investment process? *
Things you might put in here are as follows: “Joe came to a workshop on June 18, he is an engineer, 47 years old, not happy with his current investment performance, looking to invest RRSP funds.” OR “Mary was in a car accident a year ago and was badly injured. She received an insurance settlement and is looking for a way to invest the money that will provide a very consistent, dependable return she can live off of.” (The more detail the better.)