Privileged & Confidential Information
Qualified Investors will be given unfettered password-protected access to all ‘privileged and confidential’ information concerning making an investment in Energy Partner’s Fund-IX. This includes fund performance data and other reports that are supplemental to the Private Placement Memorandum.
Why Must Investors be ‘Qualified’?
When Units of Investment in Energy Partner’s Fund-IX (“EPF-IX”) are sold, they are considered “Securities”. Under the Securities Act of 1933, a company that offers or sells its securities must register the securities with the Securities and Exchange Commission (“SEC”) or find an exemption from the registration requirements.
Registration is a very expensive, complicated process that does not ameliorate value to the investment product and so keeping within the conscripts of Regulation D Rule 506 of the Securities Act of 1933 we confine our sales predominantly to Qualified Individuals who meet the exception of an ‘Accredited Investor’.
The reason for the Accredited Investor requirement is that security investments embody a certain amount of risk; part or all of the investment could be lost and the SEC, in looking out for the individual investor, wants to make sure that the risk can properly be assumed. In other words, if the investor loses the investment, he or she is not going to lose everything that is owned, only a fraction of what is owned. He or she can afford the loss.
Qualified Investor Questionnaire
[Takes less than 3 minutes.]
Investors freely access highly ‘Privileged & Confidential’ information concerning the latest CEFM investment program after completion of the following form.
A confirming email with Login instructions will be sent to you. Data You Provide is Held in Utmost Confidentiality
‘Accredited’ Investor Certification
The categories of exemptions qualifying an individual or entity as an ‘Accredited Investor’ are likely to fall under one of the following.
- A natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase. [Includes all property and retirement savings.]
- A natural person with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
- An entity in which all of the equity investors are a person described above.
- A trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a person who has such knowledge and experience in financial and business matters that he is capable of evaluating the merits and risks of the prospective investment.
NOTICE: This is not an offer to sell a security nor is it to be construed as a general solicitation; such solicitation or offer will only be made to Pre-qualified Investors via confidential Private Placement Memorandum in accordance with SEC Regulation D, Rule 506. An offer to sell a security only may be made by a Private Placement Memorandum offered to Sophisticated and/or ‘Accredited’ Investors where permitted by Federal and State law. By submitting this request form you are confirming that we have not generally solicited you directly or indirectly whatsoever to invest in any oil and gas project; you agree to be sent additional information and/or be contacted by phone by CEFM or agent thereof. This website content is not meant to be considered financial, legal and/or investment advice, and any investment in oil and gas projects has degrees of risks that must be independently evaluated by you and/or your financial, legal, or investment advisors.