If you are looking for the National Tax Lien Association (NTLA), please go to
www.ntlainfo.org
.
National Tax Lien Advisors Investor Qualification Registration
Registering as:
Individual
Business Entity or Trust
Business Name:
Business Address:
Business State:
Federal ID#:
Business City:
Business Zip:
First Name:
Address:
State:
Telephone #:
Last Name:
City:
Zip:
Email Address:
Username:
Password:
Confirm Password:
You must be an accredited investor to access the information contained in this site.
Please answer the following questions in order to proceed.
An Individual
Select all that apply
The undersigned has a net worth (assets minus liabilities), individually or jointly with spouse, of at least $1,000,000;
The undersigned has an individual income in excess of $200,000, or joint income with spouse in excess of $300,000, in each of the two preceding years and reasonably expects to reach the same income level in the current year;
The undersigned is a director, executive officer, or general partner of the issuer of the securities being offered or sold, or a director, executive officer, or general partner of a general partner of that issuer.
Business Entity or Trust
Select all that apply
Each partner (including general and limited partners), shareholder, grantor of a revocable trust or other equity owner of the entity (a) has a net worth, individually of jointly with his or her spouse, of at least $1,000,000, or (b) had an individual income in excess of $200,000, or joint income with that personŐs spouse in excess of $300,000, in each of the two preceding years and reasonably expects to reach the same income level in the current year;
The entity is (a) a bank, as defined in Section 3(a)(2) of the Act, or a savings and loan association or other institution as defined in Section 3(a)(5) (A) of the Act, whether acting in its individual or fiduciary capacity; (b) a broker dealer registered pursuant to Section 15 of the Securities Exchange Act of 1934, as amended; (c) an insurance company, as defined in Section (2)(13) of the Act; (d) an investment company registered under the Investment Company Act of 1940, as amended (the 1940 Act) or a business development company, as defined in Section 2(a)(48) of the 1940 Act; (e) a Small Business Investment Company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958; (f) a plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5,000,000; or (g) an employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1947 (ERISA), that is either a bank, savings and loan association, insurance company or registered investment adviser, or if the employee benefit plan has total assets in excess of $5,000,000, or if a self- directed plan, with investment decisions made solely by persons that are accredited investors;
The entity is a private business development company, as defined in Section 202(a)(22) of the 1940 Act:
The entity is a corporation, an organization described in Section 501(c)(3) of the Code, a Massachusetts or similar business trust, or a partnership, not formed for the specific purpose of acquiring the securities offered, in each case with total assets in excess of $5,000,000;
The entity is a trust with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in Rule 506(b)(2)(ii) under the Act.
Statement of Certification
I certify that I meet these qualifications and understand further confirmation & information will be required in a subscription booklet at the time of my investment.