Partner Onboarding.

Thank you for the opportunity to partner with you and us at Arete and pursue our collective investment goals, together.

Please take a few minutes to fill out this form with required questions forming part of our onboarding process.

Your Name

First Name

Last Name

Spouse/Partners Name (if applicable)

First Name

Last Name

Phone

(###)

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Personal Details

Birthday (yours)

YYYY

Partner/Spouse Birthday

YYYY

Business Address

Home Address

Personal Names, Hold Co Or Corporation being used in the investment and being secured on title?

Please list whoever or whichever will be used for investing.

Contacts

Name of lawyer

First Name

Last Name

Phone

(###)

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Name Of Accountant

First Name

Last Name

Phone

(###)

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Financial Planner

First Name

Last Name

Phone

(###)

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