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Investment Manager Offering Questionnaire

Creating An RIA-Friendly Offering Fact Sheet

Participating Investment Managers are encouraged to complete the following questionnaire as completely and succinctly as possible for each offering in which they would like to introduce to RIAs. Your answers will be turned into an "RIA-friendly" offering fact sheet for distribution to RIAs at the XALT RIA Forum.

If the embedded questionnaire does not work, CLICK THIS LINK to launch the questionnaire oustide the website.