Episode 34: Subscription Agreements & Investor Questionnaires – What You’re Actually Signing

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Episode 34: Subscription Agreements & Investor Questionnaires – What You’re Actually Signing

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Welcome to Building Passive Income with CREI Collin

You’ve reviewed the deal, read the PPM, and now the sponsor sends you the subscription agreement and investor questionnaire. But what exactly are you signing? In this episode, CREI Collin breaks down the final legal documents you sign before investing in a syndication. You’ll learn what a subscription agreement is, what an investor questionnaire is, what representations and warranties you’re making, how accredited investor status is verified, and what red flags to watch for before you sign. This is your step-by-step guide to understanding what you’re committing to.