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Ready to invest in private securities to grow your wealth exponentially?

Financial Information

Required

” FINANCIAL ASSET” VERSUS “NET ASSETS”

The Ontario Securities Commission (OSC) differentiates between “financial assets” and “net assets” as follows:
Financial assets include (i) cash, (ii) securities, or (iii) a contract of insurance, deposit or an evidence of a deposit that is not a security for the purposes of securities legislation. The value of an investor’s personal residence or other real estate is not included in the calculation of financial assets.By comparison, net assets include all of the investor’s assets, minus all of his or her liabilities, and so could include an investor’s personal residence and other real estate.

NET FINANCIAL ASSETS

ASSETS TYPE

ASSETS HELD

VALUE,000

Illiquid Assets (Estimated current value)

Home, Investment Property, Other real estate

Required

Mortgage (1st 2nd), other Loans(LOC etc.) related to above properties

Required

Alternative Assets

Private Equity or Private Lending

Required

Total Illiquid Assets

Traditional Assets Including Registered Accounts

Cash or Cash equivalent

Required

Public Equities – Including mutual fund

Required

Public Bonds – Including mutual fund

Required

GICs and Certificate of Deposits

Required

Other Liquid assets

Required

Financial Assets

Net Worth

INCOME INFORMATION

Individual Annual Income:

Required Year
Required Year
Required Year
Required Year

Click Submit to Generate Report

Disclaimer: Above information is provided for general informational purposes only. It is not intended as investment, financial, legal, insurance or tax advice, and you should not construe it or rely upon it as such. Professional advice should be obtained with respect to any investment. The Investor must read and understand all investment documents before investing, including but not limited to the associated offering memorandum for DAMI Mortgage Income Fund provided via AcreageWay Inc. (The Exempt Market Dealer) on www.acreageway.com. Also, the Investor must complete Investor Eligibility and Suitability via registering with AcreageWay Inc. online platform before Investing in the DAMI Mortgage Income Fund opportunity. AcreageWay will provide advice on the suitability of your investments made through its platform.