Micy47yl -

Booking Form

Before you book a call with Micy Liu, please take a moment to fill out this form. This will help us determine if you're eligible for our real estate syndication and private lending opportunities and ensure our conversation is as productive as possible.

First Name *

Last Name *

Email *

Phone *

Which of the following investment experience do you have?

Trading individual stocks

Bond trading

Mutual Funds

Foreign Exchange

Cryptocurrencies

Gold/Silver/Other Commodities

None

Other

What are your investment goals? (pick 1 or two that best represents you)

Have you invested in a private placement investment before? *

An Accredited Investor is someone who has an earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person's primary residence), OR holds in good standing a Series 7, 65 or 82 license).

Are You an Accredited Investor? (For Booking) *

Do you have a self-directed retirement account that you would like to use for investing? *

How do you plan on investing? You may select more than one option

Investing as an individual (single or married) with cash

Investing through a business entity or Trust

Investing from a Self-Directed IRA/401k

Other

How much are you looking to invest? *

When are you looking to invest? *

Please verify your request. *

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