Prospects

Prospective clients and their advisers ONLY:

In order to gain a deeper understanding and appreciation for PENTEQ products, and in order to access performance numbers which are deemed advertising by the SEC if freely disseminated, please fill out and submit complete answers in the questionnaire below.

 

What is your objective?
(please check all that apply)
Due diligence on our company
Due diligence on our people
Due diligence on our processes
Due diligence on our products
Due diligence on our performance
Due diligence on our pricing
Access to our intellectual property
Other:
   
Your name:
Company:
Zip code:
   
Phone number 1:
Phone number 2:
(optional)
Email address:
   
Website:
(optional)
   
Preferred way to contact you:
   
Best time to contact you:
   
Your occupation:
AUM:  Tax exempt   Total

   
Where can we offer assistance?
(please check all that apply)
Cash management
Fixed income alternative
Equity enhancement
Low-risk alternative investment
Low correlation alternative
Portable alpha alternative
Absolute return alternative
Other:
   
When do you need to make a decision?
   
Why are you interested in our services?
(please no HTML)
   
Concerns or questions?
(please no HTML)
   
How do you wish to proceed?
(please check all that apply)
Get a proposal
Commence formal due diligence
Discuss our products
Better understand our process
Negotiate price/performance bonus
Submit a portfolio for 3-D analysis
Other:
   
Why are you considering PENTEQ?
(please check all that apply)
Good risk/reward ratio products
Uncorrelated return streams
Other:
   
E-mail local:
E-mail domain:
Comments:
Concerns/questions:
         

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