Investors Name:

Address:

Phone:

City:

State:

Zip:

Email:

Additional Investor (If Applicable)

Name:

Address:

Phone:

City:

State:

Zip:

Email:

Have you been the beneficiary of a Note and Deed of Trust? Yes No

Amount of funds available to Invest:

Preferred Term: 3-12 mo. 12 – 60 mo.

Vesting/Title to be held as follows:

Private Individual:

Trust:

Comments:

The Investor Profile is intended to streamline the selection process of Investments recommended to our Investor Clients. This does not obligate the undersigned, Sun Mortgage or the Investor, to conduct business with each other. This is only intended to provide a Client Information base pertinent to the process of conducting business in a professional and well-advised capacity.

The Investor assumes all responsibility for the selection of Investments in which he/she will be involved and thereby releases Sun Mortgage therein.

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