NEW MEMBER AGREEMENT & REGISTRATION

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Welcome! We request your valuable collaboration in completing this form to help us make our products and services even better for you. Please note that this form must be completed by the primary contact for the Toniic membership. 

 

MEMBERSHIP AGREEMENT


Toniic Member Account Name & Details

(If this is a person's name, please provide first and last name if you can)


TERMS & CONDITIONS:

1. To ensure compliance with applicable securities laws, it is important to maintain the confidentiality of information that the undersigned receives related to potential investments (“Confidential Information”). Accordingly, each Toniic member will not disclose any Confidential Information to any person, other than another Toniic member or one of the undersigned’s professional advisors, without the prior consent of the company to which the information relates. 
2.  Any purchase of equity or other investment transaction shall be with the respective company, without involvement of, or participation by Toniic.
3.  Toniic meetings are not an offer to sell or solicitation to buy any security by Toniic or any other entity. 
4.  Each member will pay the annual membership dues as set by Toniic.

IMPORTANT LEGAL INFORMATION:

Toniic is not a venture fund, an investment bank, a broker dealer, investment clearing-house, or an investment advisor, but rather a forum in which investors may be educated on aspects of investment and business, as well as introduced to companies for possible investment. Toniic is not registered with the Securities Exchange Commission, any self regulatory organization or any state securities commission. Each member of Toniic is responsible for his, her or its own investment decisions, and Toniic is not recommending any particular company for investment. All investments in entrepreneurial companies involve a high degree of risk, and investors should be able to bear the risk of complete financial loss. The choice to use and manner of utilization of information and knowledge gained through Toniic is each member’s individual and personal choice. Investors should consult an investment professional before deciding to invest in any product.  No guidance shall be given, nor shall any person or entity affiliated with Toniic (or Toniic itself) be responsible for an individual member’s use of the information, investment decision, or the results of any investment. Toniic does not conduct any investigation to verify the factual information submitted to potential investors by individual entrepreneurs. Hence, Toniic makes no representations or warranties regarding these companies. Investors must conduct their own due diligence and negotiate the terms of any investment they elect to make.

 


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SECTION A.  MEMBER BASICS

Primary Contact Information



Phone TypePhone Number
Preferred Number
Alternative Number










 

For Global memberships you are granted one additional member seat for Toniic products and services. If you would like a spouse, business partner, or family member to be part of your membership, please include their details below. If there is no one else you would like to add at this time, please click "Next Page."









For Global+ memberships you are granted up to five additional member seats for Toniic products and services. If you would like your business partners or family members to be part of your membership, please include their details below:

2nd Member Details









3rd Member Details









4th Member Details









5th Member Details









6th Member Details








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PART B:  INVESTMENT INTERESTS
In 2015, under the guidance of the United Nations, countries adopted a set of goals to end poverty, protect the planet, and ensure prosperity for all as part of a new sustainable development agenda.  Toniic has mapped its member's impact themes of interest to the United Nations Sustainable Development Goals Framework.  Please select your top five Sustainable Development Goals (SDG) and sub-themes of INTEREST from the selections below:


















Check all that apply:

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PART C: GIVE & GET

max 250 words

max 250 words
PART D: IMPACT INVESTOR CATEGORIES
  • Classic: seeking deep impact with a dedicated sleeve of capital within a broader portfolio. The percentage of the total portfolio dedicated to impact is <20%. 
  • Impact Portfolio: integrating impact in multiple asset classes across a portfolio, without a commitment to a 100% impact end-state.
  • 100% Portfolio: committed to moving towards 100% impact in at least one portfolio within five years, subject to liquidity constraints on existing investments. 
  • 100% by 100% Portfolio: committed to moving towards 100% impact in all controlled portfolios within five years. (This approach is applicable only to principals investing their personal wealth, not foundations or other institutional investors).  Those investing other’s money in a fund or vehicle dedicated 100% to impact should chose 100% Porftolio.


Currencies below in USD $

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PART E: COMMUNICATION PREFERENCES
Toniic news, calendar of events, and deals can be accessed on Toniic platforms at any time.  In addition, members receive two Toniic newsletters:

Toniic Member Newsletter:  includes announcements about new Toniic tools and resources, event updates, and membership activities

Toniic Impact Funds Newsletters:  a monthly newsletter with information about impact fund investment opportunities featured on the Toniic platform

You may unsubscribe from either of these newsletters at any time by clicking the "unsubscribe" link included in every newsletter or you may opt-out now.  If you chose to opt-out now, you will not receive newsletters announcing new Toniic reports and initiatives, Toniic impact investment news, impact investing industry updates from Toniic, or Toniic member highlights.


PART F. YOUR BIOGRAPHY & PRIVACY

Your response here is editable via the Toniic Lounge to then be used for meeting attendee directories, speaker biographies, etc. Please limit your responses to 250 words.

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