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New Investor Questionnaire

To initiate a relationship with Oakmont Capital, please answer the following questions to the best of your ability. Your answers will aid the Oakmont team in determining your investment objective, risk tolerance, and suitable asset allocation. Your answers are governed by the firm’s Privacy Policy and are considered confidential.

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New Investor Information

Date of Birth*
Employer Address*

New Investor Information - Spouse or Relative

Date of Birth
Employer Address

General Information

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