Alternative Investment Strategies

Investor Eligibility Questionnaire

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Instructions: Please complete the following questionnaire to become eligible for access to further information with regard to Hamlin's alternative investment strategies. Your submission will be evaluated by Hamlin and, if approved, you will be issued a unique username and password.

1. What description would best suit you?
Individual Investor
Institutional Investor
Service Provider
Investment Manager
Press/Media
Academic
Other – please describe

2. If you're an investor, please complete the following
   (if you're not an investor, please skip to question 3):
a. Investor class
Individual
Endowment/Foundation
Family Office
Plan Sponsor
Fund of Funds
 
b. Portfolio Size
Under $50,000
$50,000 to $100,000
$100,000 to $500,000
$500,000 to $1 million
$1 million to $5 million
Over $5 million
 
c. Percentage of your portfolio allocated to alternative investments
1-5%
5-10%
10-15%
15-25%
Above 25%
 
d. Please describe your investment experience with the following types of investments (check the appropriate box for investor's level of experience with each type of investment):

Type of Investment Often Occasionally Seldom Never
Real Estate (other than principal residence)
Marketable Securities (stocks, bonds, notes)
Commodity Futures
Private Equity
Venture Capital or speculative investments
Other private investment funds
 
e. Years of Investment Experience
Less than 1
Less than 5
5-10
10-15
More than 15
 
f. I hearby certify that I am an accredited investor in accordance with Rule 501(a) of Regulation D, in that...
I am an individual with a net worth exceeding $1 million
I am an individual with a net worth exceeding $5 million
I am a natural person who has individual income in excess of $200,000 per year
The organization that I represent is an entity with total assets in excess of $5 million
The organization that I represent is an entity with total assets in excess of $25 million

3. How did you hear about Hamlin Capital Management, LLC?
Hamlin employee
Hamlin client
Attorney
Accountant
Internet
Magazine or Newspaper Article
Advertisement
Other – please describe

4. Contact Information
   Asterisks indicated required fields

First Name *
Last Name *
Current Employer *
Occupation *
Address *
City *
State *
Zip *
Country *
Telephone Number *
Fax Number
Email Address *
Website
 

This Investor Eligibility Questionnaire is not an application form to subscribe to the shares of any investment product offered by Hamlin. The information contained here is for information purposes only.