Asset 1
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eSTAC - EB-5
eSTAC - Private Equity
1031 Customer Portal
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1
About you
2
Plan design
3
Plan membership
4
Contributions
5
Investments
6
Taking benefit
7
Fees
8
Other
In order for us to understand your needs, we should be grateful if you would complete this online questionnaire.
About you
Company name
(Required)
Location
(Required)
Contact name
(Required)
Email address
(Required)
Phone number
Nature of business
Plan design
Objectives for the plan
Pension plan
Savings plan
Objectives for the plan
Is this a new or existing plan?
(Required)
New plan
Existing plan
Plan memberships
Total number of eligible employees
(Required)
Eligibility criteria (if known)
Anticipated number of members
(Required)
Member locations (please list)
(Required)
Plan growth expectation over the next 3 years
Contributions
Initial lump sum (transfer in)
None
Amount (please provide detail below)
Please provide details on the initial lump sum
Annual employer contributions
(Required)
% of salary
Fixed amount
Please provide further details on your selection above
(Required)
Annual employee contributions
(Required)
% of salary
Fixed amount
Please provide further details on your selection above
(Required)
If expressed as a % of salary, please add average salary
(Required)
Additional voluntary contributions
Yes
No
Does the company intend to have a company matching contribution structure?
Yes
No
Please provide details
Contribution currency
USD
GBP
EUR
SGD
CHF
JPY
HKD
Contribution frequency
(Required)
Monthly
Quarterly
Bi-annual
Annual
Number of contributing entities
Investments
Level of investment sophistication of the member base
Any specific investment requirements, such as specific managers
Investment currencies (tick all that apply)
USD
GBP
EUR
SGD
CHF
JPY
HKD
Taking benefit
Normal retirement age (pension)
Vesting criteria (if any)
In-service withdrawal (savings plan only)
Yes
No
Fees
Fees will be paid by
The employer
The plan member
Both
Other
Please provide any additional information, as appropriate.