First Name
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Last Name
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Phone
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Email
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How did you learn about us?
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Are You Interested in
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Building Wealth
Passive Investing
Key Principal
Tax Savings
Cash Flow
Vendor Relationship
Others
If you are interested in Vendor Relations, please provide your company name, summary of services and website (otherwise answer N/A).
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Are you an Accredited investor? Definition can be found here : https://bit.ly/3EoX5to
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Yes
No
Still Not Sure
Are you a Sphisticated Investor? Definition: Alone or with a representative, they must have sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of the prospective investment.
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Yes
No
Still Not Sure
Tell us about the purpose of this meeting AND 3 questions you would like to ask.
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Please share anything else that will help prepare for our meeting, like where you are on your investment journey, your social media handle or Linkedin.
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By providing your phone number, do you agree to receive phone calls and text messages from Up Plex, LLC?
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Agree
Disagree
I agree to
terms & conditions
provided by the company. By providing my phone number, I agree to receive text messages from the business.
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