Questionnaire-1 – Black Dawn Capital

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Name or Handle

Age

Email address

Referred by

Employed Self-employed Unemployed Retired Other

Less than $50,000 $50,000 - $99,999 $99,000 - $249,999 $250000- $499,999 $500,000 and above

Less than $50,000 $50,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999 $1,000,000 - 2,499,000 $2,500,000 and above

$50,000 - $99,999 $100,000 - $249,999 $250,000 - $999,999 $1,000,000 and above

Beginner Intermediate Advanced

Stocks Bonds Mutual Funds ETFs Real Estate Cryptocurrency Other

Please list down other types

Yes No

If yes, please list the types of investments you have made:

Capital appreciation Income generation Preservation of capital Tax optimization Other

Please state other

Short-term (less than 1 year) Medium-term (1-5 years) Long-term (more than 5 years)

Less than 3% 3% - 5% 5% - 10% More than 10%

Very comfortable Somewhat comfortable Neutral Somewhat uncomfortable Very uncomfortable

Yes No

If so, how do you store them and are they staked or earning in any capacity?

Do you have any other goals or considerations that you would like to share?

Yes No

If Yes

Is there anything else you would like us to know about your financial situation or investment plans?

By signing below, you confirm that the information provided is accurate and that you understand that this questionnaire is for informational purposes only.

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DATE*

To tailor our investment solutions to your needs, please complete this brief survey. Your responses will help us customize our approach and ensure a personalized experience. All information is confidential and used solely for optimizing your investment strategy.

All rights reserved ‘Black Dawn Capital’ 2024

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