Cion investment forms

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Please read carefully the final prospectus, as amended and supplemented, cion investment forms to the applicable offering s and all exhibits thereto before deciding to subscribe. If you meet these qualifications and desire to make an investment in one of the offerings described herein, then please complete, execute and deliver the entire subscription agreement as completed and signed to the address provided. Investors in Alabama, Arkansas, Maryland, Massachusetts and Tennessee may not use this multi-offering subscription agreement to subscribe to any offering described herein but instead should refer to the subscription agreement for each offering. You should consider cikn suitability for an investment within the context of your own investment objectives, risk tolerance, financial capabilities and liquidity needs and should make an independent investigation and investment decision. Also, cion investment forms are encouraged to consult with your financial advisor in addition to any attorney, accountant or investmentt business onvestment tax advisor you have retained to assist you regarding your evaluation of the risks and merits of the proposed investment. Upon receipt of a signed subscription agreementverification of your investment qualifications, and acceptance of your subscription by the relevant entity inveestment reserves the right to accept or reject a subscription for any reason whatsoeversuch entity will execute the subscription agreement and notify you of its receipt and acceptance.

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Please read carefully the final prospectus, as amended and supplemented through the date hereof, relating to the applicable offering s and all exhibits thereto before deciding to subscribe. If you meet these qualifications and desire to make an investment in one of the offerings described herein, then please complete, execute and deliver the entire subscription agreement as completed and signed to the address provided below. Investors in Alabama, Arkansas, Maryland, Massachusetts and Tennessee may not use this multi-offering subscription agreement to subscribe to any offering described herein but instead should refer to the subscription agreement for each offering. With the assistance of your broker-dealer, you should consider your suitability for an investment within the context of your own investment objectives, risk tolerance, financial capabilities and liquidity needs. You may decide to make an independent investigation before finalizing an investment decision with your broker. Also, you are encouraged to consult with your financial advisor in addition to any attorney, accountant or other business or tax advisor you have retained to assist you regarding your evaluation of the risks and merits of the proposed investment.

Please read carefully the final prospectus, as amended and supplemented through the date hereof, relating to the applicable offering s and all exhibits thereto before deciding to subscribe. If you meet these qualifications and desire to make an investment in one of the offerings described herein, then please complete, execute and deliver the entire subscription agreement as completed and signed to the address provided.

Investors in Alabama, Arkansas, Maryland, Massachusetts and Tennessee may not use this multi-offering subscription agreement to subscribe to any offering described herein but instead should refer to the subscription agreement for each offering. With the assistance of your broker-dealer, you should consider your suitability for an investment within the context of your own investment objectives, risk tolerance, financial capabilities and liquidity needs.

You may decide to make an independent investigation before finalizing an investment decision with your broker. Also, you are encouraged to consult with your financial advisor in addition to any attorney, accountant or other business or tax advisor you have retained to assist you regarding your evaluation of the risks and merits of the proposed investment. Upon receipt of a signed subscription agreementverification of your investment qualifications, and acceptance of your subscription by the relevant entity which reserves the right to accept or reject a subscription for any reason whatsoeversuch entity will execute the subscription agreement and notify you of its receipt and acceptance.

In no event may a subscription for an investment be accepted until at least five 5 business days after the date the subscriber receives the final prospectus relating to that offering. Each entity may accept or reject any subscription in whole or in part for a period of fifteen 15 days after receipt of the subscription agreement and any other subscription documents requested by it, verification of your investment qualifications and payment in.

Any subscription not accepted within fifteen 15 days of receipt will be deemed rejected. If rejected, all funds will be returned to subscribers without deduction for any expenses within ten business days from the date the subscription is rejected. For example, if the investor making the investment is a retirement plan for which investments are directed or made by a third party trustee, then that third party trustee must complete the subscription agreement rather than the beneficiaries under the retirement plan.

This also applies to trusts, custodial accounts and similar arrangements. You must list your principal place of residence rather than your office or other address on the signature page to the subscription agreement so that the relevant entity can evaluate compliance with appropriate securities laws. Note: Investment subject to applicable suitability standards; see the corresponding prospectus for details. Taxpayers are required to complete W-9 form in Section 7. If a foreign national who is, in fact, a U.

Note: Ohio and Tennessee investors cannot participate in the Distribution Reinvestment Plan feature that reinvests distributions into subsequent affiliated programs. This authority will remain in force until I notify the Issuer in writing to cancel it. In the event that the Issuer deposits funds erroneously into my account, it is authorized to debit my account for the amount of the erroneous deposit.

None of the Issuer, its affiliates, its agents or any other person shall be liable for any property delivered in good faith to a governmental authority pursuant to applicable abandoned property, escheat or similar laws. For Electronic Funds Transfers, the signatures of the bank account owner s must appear exactly as they appear on the bank registration. If the registration at the bank differs from that on this subscription agreement, all parties must sign. In lieu of receiving documents by mail, I authorize each entity checked below to make available on its respective website its periodic, quarterly and annual reports, supplements, announcements or other documents required to be delivered to me, as well as any investment or marketing updates, and to notify me via e-mail when such reports or updates are available.

Any documents not uploaded and made readily available on the website will be e-mailed to the address identified. Any investor who elects this Electronic Delivery option must provide a valid e-mail address, and such investor shall be responsible for notifying each respective entity in writing should such account relating to the e-mail address be terminated or changed. The e-mail address for receipt of notifications as outlined above is:. Please print e-mail address clearly. Subscriptions cannot be accepted without signature s.

I hereby represent and warrant as follows:. A power of attorney may not be granted to any person to make such representations on behalf of investor s. Only fiduciaries such as trustees, guardians, conservators, custodians and personal representatives may make such representations on behalf of an Investor.

Each investor must initial each appropriate representation. Note: Investors in Alabama, Arkansas, Maryland, Massachusetts or Tennessee may not use this multi-offering subscription agreement to subscribe for shares of any offering described herein but instead should refer to the subscription agreement for each offering.

I we have received a prospectus, as supplemented and amended through the date hereof, at least five business days prior to signing the subscription agreement, relating to the offering in which I am subscribing, wherein the terms and conditions of the offering are described, and agree to be bound by the terms and conditions. I am we are purchasing the offered securities for my our own account and not with a view to distribution. I we acknowledge that the offered securities are not liquid, there is no public market for the offered securities, and I we may not be able to sell the offered securities.

The Internal Revenue Service does not require your consent to any provision of this document other than this certification, which is required to avoid backup withholding. By signing below, you hereby acknowledge receipt of the final prospectus for the applicable Issuer, as supplemented and amended through the date hereof, which supplements and amendments are available at www.

You are encouraged to read the prospectus carefully before making any investment decisions. You agree that if this subscription is accepted, it will be held, together with the accompanying payment, on the terms described in the prospectus. You agree that subscriptions may be rejected in whole or in part by the applicable Issuer in its sole and absolute discretion.

You understand that you will receive a confirmation of your purchase, subject to acceptance by the applicable Issuer, within 15 days from the date your subscription is received, and that the sale of offered securities pursuant to this subscription agreement will not be effective until at least five business days after the date you have received a final prospectus. By signing below, you also acknowledge that you have been advised that the assignability and transferability of the offered securities is restricted and governed by the terms of the relevant prospectus; there are risks associated with an investment in the offered securities and you should rely only on the information contained in the relevant prospectus and not on any other information or representations from other sources; and you should not invest in the offered securities unless you have an adequate means of providing for your current needs and personal contingencies and have no need for liquidity in this investment.

We are required by law to obtain, verify and record certain personal information from you or persons on your behalf in order to establish the account. We may also ask to see other identifying documents. If you do not provide the information, we may not be able to open your account. By signing the subscription agreement, you agree to provide this information and confirm that this information is true and correct. You further agree that we may discuss your personal information and your investment in the offered securities at any time with your then current financial advisor.

If we are unable to verify your identity, or that of another person s authorized to act on your behalf, or if we believe we have identified potentially criminal or other illegal activity, we reserve the right to take action as we deem appropriate which may include closing your account.

By signing below, you also acknowledge that you do not expect to be able to sell your offered securities regardless of how we perform. We do not intend to list the offered securities on any securities exchange for the foreseeable future, and we do not expect a secondary market to develop in the offered securities. As a result, you should not expect cion investment forms be able to resell the offered securities regardless of how we perform.

If you are able to sell the offered securities, you will likely receive less than the purchase price that you paid. Accordingly, an investment in the offered securities is not suitable for investors that require short-term liquidity. The above-identified entity, acting in its capacity as agent, broker, financial adviser or other investor representative, has performed functions required by federal and state securities laws and, as applicable, FINRA rules and regulations, including, but not limited to Know Your Customer, Suitability and PATRIOT Act AML, Customer Identification as required by its relationship with the Investor s identified in this document.

Forward this subscription agreement to the address listed. By Asset Transfer. The Shares do not have physical certificates. Instead, the Shares are recorded on the books and records of the Corporation, and this notice is given to you about certain information relating to the Shares. Requests for such a copy may be directed to the Secretary of the Corporation at its principal office. The Corporation has the authority to issue Shares of stock of more than one class. Upon the request of any stockholder, and without charge, the Corporation will furnish a full cion investment forms of the information required by Section of the Maryland General Corporation Law with respect to certain restrictions on ownership and transferability, the designations and any preferences, conversion and other rights, voting powers, restrictions, limitations as to dividends and other distributions, qualifications, terms and conditions of redemption of the Shares of each class of stock that the Corporation has authority to issue, the differences in the relative rights and preferences between the Shares of each series to the extent set, and the authority of the Board of Directors to set such rights and preferences of subsequent series.

Such requests must be made to the Secretary of the Corporation at its principal office. UMB Bank, N. Table of Contents 1. Iowa residents only F. Kansas residents only G. Kentucky residents only H. Maine residents only I. Massachusetts residents only J. Nebraska residents only K. New Jersey residents only L. New Mexico residents only M. North Dakota residents only N. Oregon residents only O. Tennessee residents only I. Kentucky residents only B. Subscribers for Investor General Partner interests only C.

Subscribers for Limited Partner interests only 8. Make checks payable to:. For Regular Mail. For Overnight Deliveries. Box Kansas City, MO ICON Fund Investment Amount. Print name s and address exactly as they are to be registered on the account. Please print clearly.

Street Address required. Email Address. Zip Code. Daytime Phone Number. Evening Phone Number. Select one. Backup Withholding: Subject to backup withholding? Joint Owner. Name of Co-Investor if applicable. Trust or Other Custodial Arrangement. Name of Trust or Business Entity.

Cioj investment return-net asset value is based on i the beginning period net asset value per share on the first day of the period, ii the net asset value per share on the last day of the period of A one share plus B any fractional shares issued in connection with the reinvestment of monthly distributions, and iii the value of distributions payable, if any, on the last day of the period. We will never share your information and will treat it with respect. Contact Fogms Tel. Fixed Rate Investments 3. The indices referenced in the above illustration are being used solely for benchmarking purposes. Sign-up for our newsletter, The Signal. Equity 2. Jackson Hewitt Tax Service Inc. The preceding information summarizes certain CIC holdings as of the date indicated. Who We Are CION Investments seeks to redefine the way individual investors can build their portfolios and help meet their long-term investment goals. Capital Equipment cion investment forms. Feel free to change your mind at any time by clicking the unsubscribe link the email you receive.