Accredited Investor Questionnaire

To visit the WR Capital Management client area, you must be an accredited investor. Please tell us about yourself.

If you're an investor, please fill in the following fields.
If you're not an investor, please skip to the second question.

1) What description would best suit you?

a) Investor class
  Individual
  Family Office
  Endowment/Foundation
  Corporation
  Plan Sponsor
  Fund of fund
  Other
b) Portfolio size
  $5 billion +
  $1-5 billion
  $500 million - $1 billion
  $100 million - $500 million
  Under $100 million
c) Percentage of your portfolio allocated to hedge funds and hedge funds of funds
  Less than 10%
  10% - 25%
  25% - 50%
  Over 50%
d) Years of investment experience
  more than 20  15-20    10-15    5-10    1-5    less than 1  
e) Are you more likely to be:
a domestic fund investor an offshore fund investor either

Accredited Investors

Yes   No My net worth, or joint net worth with my spouse exceeds $1,000,000.
Yes   No I had an individual income in excess of $200,000 in each of the last two calendar years, or joint income with my spouse in excess of $300,000 in each of those years and I have a reasonable expectation of reaching the same income level in this calendar year.
Yes   No I possess such knowledge and experience in financial and business matters that I am capable of evaluating, alone, or together with a purchaser representative that I have engaged for this purpose, the merits and risks of a prospective investment in any private investment opportunities that I may become aware of through this account.

Qualified Purchasers

Yes   No I own at least $5 million in investments, including investments (a) held in an IRA or similar account, the investments of which are directed by and held for the benefit of me, (b) held jointly with my spouse or (c) in which I share a community property or similar shared ownership interest with my spouse.  Spouses who subscribe jointly may combine their investments for purposes of meeting the $5 million threshold, whether or not the investments are held jointly or individually.
Yes   No I act for my own account or the accounts of other "qualified purchasers" who in the aggregate own and invest on a discretionary basis at least $25 million in investments.

Affiliation Status

Yes   No Either I, or a member of my household, is affiliated with a U.S. based financial securities firm.
(if so, please state firm name and relationship)

2) How did you find out about WR Capital Management LP Partners?

3) Contact Information (Asterisks indicate required fields)

First Name *
Last Name *
Title
Firm Name
Address *
Address (Cont.)
City *
State / Province *
Zip / Postal Code *
Country *
Phone *
Fax
E-mail *
Website

WR Capital Management LP Terms and Conditions