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Compliance - Secure Disclosure Form

Please fill out and submit this disclosure form electronically. We will send you an email shortly after, and answer all of your questions by email or phone.

These disclosures are required by compliance before we can communicate with potential investors. We are highly regulated by NASD and FINRA, and there are no exceptions to this rule. This form is not a commitment to invest, but a disclosure that will allow us to communicate with you.

Privacy Policy: We respect your privacy and NONE of your personal information will be shared with anyone outside of Equity Logic at any time, for any reason. We do not sell your name, number, or personal information, and we respect the privacy of our clients and prospective clients.

* All Fields Required.

Enter Your Name

Enter Your Email Id

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Enter Your Phone Number

Enter only numeric value for Phone

Enter Your Age

Enter only numeric value for age

Enter Your Occupation

Enter Your City

Enter Your State

Enter Your Address

Enter marital status

Enter no of children

Enter Your employer year(s)

Enter only numeric value for employer year

Enter Industry name

Enter Your Investment experience

Enter only numeric value for investment exprience

Net Worth

Enter Your estimated net worth

Enter only numeric value for estimated net worth

Enter Your estimated liquid net worth

Enter only numeric value for estimated liquid net worth

Enter Your consider amount for Equity Logic

Equity Logic requires a minimum initial investment of $100,000

Are you an accredited investor? *

Select Accredited investor

Have you read the Brochure on www.equitylogic.net? *

Select Brochure

You MUST read Form ADV part II by law. Please click the link in the main menu, read that Brochure, and then re-submit your request for information.

Did you review the fees shown in the Brochure? *

Select Technical analysis

Have you used risk controls in your portfolio before? *

Select Risk controls

Do you own bonds or bond funds? *

Select Own bonds or Bond funds

Have you adopted a plan for asset allocation? *

Select Asset allocation

Is your current equity account diversified? *

Select Investment account diversified

Overall Risk Tolerance *

Select overall risk tolerance

Risk Tolerance for this account *

Select risk tolerance for this account

Enter Your Investment Objectives and Restrictions

Enter what do you think a proactive strategy does

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