Hedge Fund Investor Onboarding Form

Hedge Fund Investor Onboarding Form — Form Fields

This finance template includes 11 fields. Collect accreditation, identity, and investment preference information from new hedge fund investors. Free to customize and use on ZenBuild.

• Investor Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Investor Type (dropdown selection, required) — options: Individual, Joint, Trust, Corporate, IRA/Retirement account, Foundation
• Accredited Investor Status (multiple choice, required) — options: Yes – income basis, Yes – net worth basis, Qualified purchaser, Not accredited
• Investment Amount ($) (number, required)
• Investment Objective (dropdown selection, required) — options: Capital preservation, Income, Balanced growth, Aggressive growth
• Are you a US Person (tax purposes)? (multiple choice, required) — options: Yes, No
• Government-Issued ID (file upload, required)
• Accreditation Verification Letter (file upload, optional)
• Questions or Special Instructions (long text, optional)