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ou do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. 5201 Amesbury Drive Apt 200 Dallas, TX 75206.4307 (510) 316 .9149 cmalinaegmail.com Investment Information Years you have held investment accounts Individual Stocks Equities Bon
p Election No Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No You have indicated that all beneficiaries for this trust are individuals (natural persons)
Female Date of Birth Marital Status Married Client Contact Information Residential Address 5201 Amesbury Drive Apt 200 City, State, Zip Code Dallas, TX 75206-4307 Home Phone E-mail Address Net Worth Information You have indicated that you do not derive a substantial amount of your income / we
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)]. No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liq
Gender United States Female Date of Birth Marital Status Married Client Contact Information Residential Address 5201 Amesbury Drive Apt 200 Dallas. TX 75206-4307 City, State, Zip Code Home Phone E-mail Address Net Worth Information You have indicated that you do not derive a substantial amo
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles). No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liqu
of Birth 08/16/1950 Marital Status Married Client Contact Information Residential Address 5201 Amesbury Drive Apt 200 City, State, Zip Code Dallas, TX 75206-4307 Home Phone (510)316 - 9149 E-mail Address cmalinaegmail.com Net Worth Information You have indicated that you do not derive a su
isk Aggressive/Speculative Investment Objective Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)M No Risk/Return Objectives Investment Time Horizon a Short-Term Liquidity Needs Sweep Acc
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