The CPIN

Intake Form

Please complete the Intake Form below to complete your onboarding.

Section 1: Personal Identification Data

Section 2: Financial History

Employment Status*

Annual Income*

Source of Income (check all that apply)*

Current Investment Types (check all that apply)*

Section 3: Investment Experience

Types of Investments Familiar With (check all that apply)*

Section 4: Investment Goals

Short-term Investment Goals (check all that apply)*

Long-term Investment Goals (check all that apply)*

Risk Tolerance Questionnaire

1. Please indicate your level of risk tolerance*

2. What is your age group?*

3. What is your investment goal?*

4. How would you describe your reaction to short-term losses?*

5. How long do you plan to keep the majority of your investments?*

Privacy Agreement

This Privacy Agreement outlines how we collect, use, and protect your personal information. By signing, you consent to the following terms:

  • We will collect personal data such as your name, address, and financial details.
  • Your information will be used to assess your investment suitability and manage your account.
  • We implement security measures to protect your personal information from unauthorized access.
  • You have the right to access and update your personal data upon request.

I hereby declare that the information provided is true and correct to the best of my knowledge and belief.

I have reviewed and agree to abide by the Closed Private Investment Network’s policies, terms and conditions, understanding that my membership is subject to compliance with these terms.

Once you submit your Intake Form, it will be reviewed by The BNIC Network LLC, who will decide if you are approved to become a member of the Closed Private Investment Network (CPIN). The decision to approve or deny an applicant lies solely with The BNIC Network LLC. You will receive an email with 48 business hours.