By submitting this form, you agree to receive communications from Efficient delivered to the email entered on this form. You acknowledge you qualify as a Qualified Eligible Person* and an Accredited Investor*, each as defined below, and that you accept Efficient’s Privacy Policy. Your consent is not a condition of any contractual agreement, nor does it obligate you to purchase any product or service from Efficient. You may discontinue receiving communications from Efficient at any time by emailing contact@effficient.com.
*A Qualified Eligible Person, as defined in CFTC Rule 4.7, is: (1) an Accredited Investor* who (a) owns securities and other investments with an aggregate market value of at least US$4 million; OR (b) has on deposit with a futures broker at least US$400,000 in exchange-specified initial futures margin or options premium in the prior six (6) months; OR (c) has a combination of the two above (for example, has US$2 million in securities and US$200,000 in exchange-specified initial futures margin); OR (2) a registered futures commission merchant broker-dealer commodity pool operator, commodity trading advisor, or investment adviser; OR (3 ) is a “qualified purchaser” as defined in the US Investment Company Act; OR (4) is an entity in which all the owners are Qualified Eligible Persons.
**An Accredited Investor, as defined in SEC Rule 501(a), is: (1) an individual with annual income in excess of US$200,000 individually, or US$300,000 jointly with spouse, in each of the two (2) most recent years and who expect to have at least the same level of income in the current year; OR (2) an individual whose individual net worth or join net worth with that person’s spouse, exceeds US$1,000,000; OR (3) a corporation. partnership, limited liability company or other entity with total assets in excess of US$5 million; OR (4) a trust with total assets in excess of US$5 million, the investments of which are directed by a person with knowledge and expertise in financial and business matters; OR (5) an entity in which all equity owners are Accredited Investors.
