Review and exports
Use the investor questionnaire
Collect information without treating a form as verification.
Product documentation · Version 2.0 · Updated October 1, 2026
What the questionnaire is for
The export organizes investor qualification and suitability information for the responsible parties to review. It is a supporting document, not an investor account, electronic signature service, or automatic accreditation decision.
Protect the completed information
Completed questionnaires can contain personal and financial information. Use a secure collection and storage process chosen by your firm. Do not send sensitive completed forms through an ordinary support request.
Match the offering process
Counsel should confirm the questions, supporting evidence, verification process, and acceptance criteria for the selected framework and investor types. A checked box does not automatically satisfy every requirement.
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