The Purchaser Representative Questionnaire is for use by a company when a proposed purchaser indicates on its Investor Questionnaire that a purchaser representative is involved. This questionnaire helps collect and verify information relating to the purchaser representative(s) of potential investors about which neither the company nor, if applicable, the placement agent has sufficient knowledge. If a potential investor is using a purchaser representative to qualify for the offering, this questionnaire must be sent out to the purchaser representative to verify that the person or entity acting as purchaser representative is qualified to do so. This form is to be used in conjunction with the Investor Questionnaire where the prospective investor has indicated that he or she has relied on the advice of a “Purchaser Representative” in making his or her investment decision.
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Purchaser Representative Questionnaire