Invest Now | Black Wealth

Step 01 · Investor Profile

Tell us about yourself

All information is encrypted and used solely for regulatory verification and account setup.

First Name *

Last Name *

Email Address *

Phone Number *

Date of Birth *

Social Security Number * Encrypted — used for tax reporting & KYC

Current Address

Street Address *

City *

State *

ZIP *

Investment Details

Investment Amount (USD) *

$

Minimum investment: $5,000

Account Type * Income: 12% quarterly distributions · Growth: 15% compounded, paid at maturity

Investment Source

Personal Funds

Invest using non-retirement, after-tax capital from your personal account.

IRA / Retirement Account

Invest tax-advantaged dollars through a Self-Directed IRA with Strata Trust.

Please select an investment source to continue.

Accredited Investor Certification

Please certify at least one of the following SEC criteria:

Individual Criteria

Income Test: Individual income exceeding $200,000 (or $300,000 joint with spouse) in each of the two most recent years, with reasonable expectation of the same this year.

Net Worth Test: Net worth exceeding $1,000,000, individually or jointly with spouse, excluding primary residence.

Professional License: Holder of Series 7, 65, or 82 license in good standing.

Entity Criteria

Entity Assets: Entity with total assets exceeding $5,000,000, or all equity owners are accredited investors.

Trust / Institution: Trust over $5,000,000 or bank, insurance company, or registered investment company.

Please certify at least one accredited investor criterion to continue.

Step 02 · Document Signing

Your personalized document package

Based on your investment source, the following documents are required to complete your subscription. Sign each one via DocuSign to continue.

Click "Sign via DocuSign" for each document above. You'll be redirected to DocuSign to complete your signature, then brought back here automatically.

Step 03 · Strata Trust Application

Self-Directed IRA Account Setup

Strata Trust will serve as the qualified custodian for your IRA. This information establishes your account.

Marital Status *

Primary Beneficiary

Full Name *

Percentage *

Relationship *

Date of Birth *

Contingent Beneficiary (Optional)

Full Name

Relationship

Account Funding

Contribution Amount (if applicable)

$

Fee Payment Method *

Bank / ACH Information

Bank Name

Routing Number

Account Number

Strata Preferences

Fee Tier *

Communication Preference *

First-Year Fee Billing *

Annual Fee Billing *

This account has an authorized representative on file.

This account has an interested party on file.

I acknowledge receipt of the Strata Trust Custodial Agreement, Fee Schedule, Privacy Notice, and IRA Disclosure Statement. I understand Strata Trust acts as a passive, non-discretionary custodian and does not provide investment advice. All investment decisions are my sole responsibility.

Step 04 · IRA Transfer Request

Transfer Your Existing IRA

Provide details of your existing IRA custodian to initiate a direct custodian-to-custodian transfer.

Direct Transfer: Funds move directly between custodians — you never touch the money. No tax withholding applies.

Current IRA Custodian Name *

Account Number *

Custodian Phone

Custodian Address *

Custodian City *

Custodian State *

Custodian ZIP *

IRA Type Being Transferred *

Transfer Amount

$

Transfer Type

Full Transfer Partial Transfer

Upload Most Recent Statement

Click to upload or drag and drop
PDF, JPG, PNG (max 10MB)

Step 05 · Investment Direction

Direct Strata Trust to Invest

This form instructs Strata Trust to purchase Black Wealth Fund bonds on behalf of your IRA.

Investment Name

Investment Type

Investment Amount *

$

Issuer

Asset Description

I hereby direct Strata Trust Company, as custodian of my Self-Directed IRA, to purchase the above-described investment with funds from my IRA. I certify this investment is not a prohibited transaction under IRC §4975, the investment is not held by a disqualified person, and Strata Trust has provided no investment advice. I assume full responsibility for due diligence and the suitability of this investment for my IRA.

Step 08 · Review & Submit

Final Review

Please verify all information before submitting your application.

Investor Name

—

Investment Amount

—

Email

—

Phone

—

Date of Birth

—

SSN

•••-••-XXXX

Address

—

Source of Funds

—

IRA Setup

—

Accredited Status

—

Document Package Status

Consents & Declarations

I have received, read, and understood the Private Placement Memorandum Download PDF

I am an accredited investor and have provided/will provide verification

I understand the risks, including risk of total loss

I am acquiring bonds for investment, not for resale

I have consulted my own legal, tax, and financial advisors

All information provided is complete, true, and accurate

I understand the bonds are illiquid and may not be transferable

I have financial capacity to hold this investment and can afford to lose entire investment

Application Submitted

Thank you, Investor.

Your — investment application has been submitted successfully.

Confirmation ID: —

✉ Confirmation Sent

A summary has been emailed to —

CC: jerry@blackwealthcompany.com

🔔 Admin Notified

Jerry has been notified at jerry@blackwealthcompany.com

Countersignature pending for approval

Expected Next Steps

1

Today

You receive an emailed copy of all signed documents.

2

1–2 Business Days

Jerry counter-signs your Promissory Note and Subscription Agreement.

3

Welcome

You receive your official bondholder welcome packet and investor portal access.

Questions? Contact jerry@blackwealthcompany.com | 877-666-6396

Tell us about yourself

Not Eligible at This Time

Your personalized document package

Self-Directed IRA Account Setup

Transfer Your Existing IRA

Direct Strata Trust to Invest

Final Review

Thank you, Investor.

FINANCIAL FENG SHUI