A Personal Note from John Mauldin

Dear Friend,

To help establish our relationship and make my investment ideas available to you, I work exclusively with Altegris Investments in the United States.

Why Altegris? I have a great deal of trust and respect for Jon Sundt, who is the President and CEO of Altegris along with his team of over 85 professionals. In my opinion, they are one of the most experienced leaders in the alternative investment industry. In fact, their credo says it all—“Customers deserve and demand access to the best alternative investment managers in the industry.”

Get started now by registering below and one of the Altegris representatives will call and qualify you to join the Mauldin Circle.

Sincerely,

John Mauldin | President, Millennium Wave Investments

Accredited Investor Registration Form


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By entering your information into this subscription form, you will be providing it to John Mauldin (a registered representative of the Millennium Wave Securities, LLC), Millennium Wave Investments and Altegris Investments. As is discussed in more detail under 'How Does It Work?', Altegris is a broker dealer that will call you and based on the information you provide, begin to qualify you so that they can show you some of the alternative investment products they offer. Your privacy is important to us. For details, please click through to the Millennium Wave Investments and Altegris Investments privacy policies at the bottom of this page.

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PERSONAL PROFILE
*Title:
*First Name:
*Last Name:
*Age:
*Marital Status:
*Occupation:
Company Name:
How did you find us?
*Are you an Individual Investor?
Are you an employee, owner or representative of any of the following? (Select all that apply below)
Commodity Trading Advisor
Family Office
Fund of Funds
Futures Introducing Broker
Hedge Fund
FINRA Member
Registered Investment Advisor
CONTACT INFORMATION
*Address:
Address Line 2:
Address Line 3:
 
*City:
*State:
*Country:
*Zip Code:
*Email Address:
Web Address:
   
 
Why we need to call you. In addition to answering your questions, an important requirement of our job is determining your interest in the various investment options. Having a one-on-one conversation with you by phone or in person is the only way for us to effectively do this.
*Daytime Phone:
Evening Phone:
Fax:
 
 
Email and Telephone Communications - Written Consent and Waiver of National Do-Not-Call Registration

Do you want to know more about the National Do-Not-Call Registry? [click for FAQs]

By selecting one of the following "I Agree" alternatives, you acknowledge that you have read and agree to the "Electronic Signature Consent" box below. In addition, your "I Agree" selection below serves as your written invitation, permission and affirmative consent for us (the Altegris Companies) to: (1) contact you by telephone at the numbers designated below in connection with any account, relationship or transaction you may have or seek to establish with us; and to (2) contact you at your email address provided above:
I Agree, and you may call me at either my Daytime or Evening Phone number provided above
I Agree, and you may call me at my Daytime Phone number provided above
I Agree, and you may call me at my Evening Phone number provided above
This written consent permits us to call you by telephone, and communicate with you by email, notwithstanding any registration of your telephone number or other identifying information on any national or state "do-not-call" list, including the National Do-Not-Call Registry administered by the Federal Communications Commission and/or the Federal Trade Commission. You acknowledge and agree that this written consent will continue for an indefinite period unless specifically revoked by you.
INVESTMENT PROFILE
Why we need to know your annual income and net worth. Alternative investments often require investors meet certain criteria, including minimum net worth and/or income levels. As a result, in order to match you with suitable investment opportunities, we ask that you answer these questions as accurately as possible.
*Annual Income:
*Net Worth:
Assets less liabilities
*Liquid Net Worth:

Eg. cash, mutual funds, CDs, stocks, bonds, etc.
 
Why we need to know your investment experience. Your previous investment experience is necessary to qualify you for certain alternative investment products and gives us a starting point for future conversations.
*Have you ever invested in hedge funds?
*Have you ever invested in managed futures?
*Have you ever invested in stocks?
*Have you ever invested in bonds?
*Have you ever invested in options?
*Have you ever invested in real estate?
*Have yo u ever invested in LPs or LLCs?
Other investment(s):
*What do you hope to achieve by investing in alternative investments? [click for definitions]
What is your outlook on the US economy?
What is your outlook on the US stock market?
What is your level of interest in alternative investments?
INVESTOR ACCREDITATION
Please indicate whether or not you are an accredited investor. [click for definition]
To certify that you are an accredited investor in accordance with Rule 501 (a) of Regulation D, make a selection from the dropdown menu below. (If you are NOT an accredited investor choose N1.)
[click for symbol definitions]
CHOOSE USERNAME & PASSWORD
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Password Integrity:The password integrity meter shows the strength of you password. There are three levels of strength: Weak, Medium, and Strong.
We suggest an integrity of at least Medium if not Strong, which is a password that consists of at least two types of the following characters and is at least eight (8) characters long:
-Uppercase letters (ABC...)
-Lowercase letters (abc...)
-Numbers (123...)
-Punctuation (!@?...)
*
N/A
Below, please choose a question and answer as part of our security measures. Should we need to verify your identity in the future (e.g. if your forget your password), the question you choose will be displayed and you will be required to provide the same answer you type below. Choose a question that is memorable, to which only you will know the answer. In general it is best to avoid questions that might be able to be answered through research (e.g. avoid your mother's maiden name, your birthday, your phone number, etc.).
*Security Question:
*Answer:
 
IMPORTANT INFORMATION
ELECTRONIC SIGNATURE CONSENT
You acknowledge and agree to provide your binding electronic signature and agreement to the terms above and with notice of the following conditions. You agree that by selecting one or more of the "I Agree" alternatives above, you are providing your electronic signature on this registration form, thereby establishing your written agreement and affirmative consent to receive email communications and telephone solicitations from us [and to receive or deliver documents and other information electronically, including by email or on or through our website]. You have the right to call us and obtain this electronic agreement in paper or nonelectronic form at no cost to you. You have the right to withdraw your consent; however, any withdrawal shall not affect the validity of any electronic signature, contract, agreement, consent or delivery effected prior to such withdrawal. We cannot guarantee that we will continue to provide services to you if you withdraw your consent. Should you decide to withdraw your consent, or if you need to update your registration information with us, you may call us at (800) 828-5225 or send us an email.

By selecting one or more of the "I Agree" alternatives in the "Email and Telephone Communications - Written Consent and Waiver of National Do-Not-Call Registration" area above, you demonstrate that you currently have the necessary hardware and software to gain access to our website and obtain this registration form and to provide and confirm your consent and agreement electronically. You further represent that you are capable of downloading and printing any information on this website, including this registration form. You may incur costs associated with electronic contracting and delivery, including charges from Internet access providers or telephone companies, or for other printing charges, and you agree that you shall be responsible for maintaining such services at your own expense. We agree to notify you of any changes in the hardware or software requirements needed to access electronic records covered by this consent.

I expressly give my permission for John Mauldin, MWS and MWA to share my information with the Altegris Companies , and acknowledge that APM will contact me. I further give my express consent for APM to share my information with its affiliate Altegris and/or CMG Capital Group Management, Inc. (CMG), a non-affiliated SEC registered investment adviser.

By selecting "I Agree" below, you are acknowledging your understanding and agreement with the foregoing and represent and warrant to Altegris Investments, that all of the above information you have provided is true and accurate.
By submitting this form, I certify that I have read and understand the definition of "accredited investor " as defined in Rule 501 of the Securities Act of 1933, as amended, and that I qualify as an "accredited investor" or have stated otherwise. I am knowledgeable about finances and investments, and understand that any investment is speculative and involves significant risks, including the risk of losing the entire investment. I represent and certify under penalty of perjury that the foregoing statements are true and correct. I expressly give my permission for John Mauldin and Millennium Wave Advisors to share my information with Altegris, and acknowledge that Altegris will contact me. I understand that this form does not constitute an offer to sell or a solicitation of an offer to buy any investment and no investment will be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.