CREATE NEW ACCOUNT

In accordance with federal law, Aegis Financial must obtain certain information prior to opening your account. We do not share or sell personal information.
Personal Information
Prefix:  
First Name:
Middle Initial:
Last Name:
SSN:
EIN:
Date of Birth:
Email Address:
Mailing Address:
City:
State:  
Zip Code:
Phone Number:
Business Name:
How did you hear about us?  
 
 
  Click to continue to Account Preferences
Account Preferences
Monthly Earnings can be automatically reinvested into your account or distributed to you through monthly disbursements. Please indicate your preference by selecting one of the following:
Earnings:                          
If you elect to receive the monthly disbursements, please select one of the following to indicate your preferred method of delivery:
Monthly Disbursement:                                            
Individual disbursement requests can be distributed by check or by ACH. Please select one of the following to indicate your preferred method of delivery:
Disbursements:                                            
Monthly Statements can be received by email, mail, or both. Please select one of the following to indicate your preferred method of delivery:
Statements:                                    
If receiving disbursements by ACH, please enter your banking information below:
Bank Name:
Routing Number:
Account Number:
  Click to continue to Accredited Investor Qualifications
Accredited Investor Qualifications

Only "accredited investors" are eligible to invest with Aegis Financial. To qualify as an accredited investor, you must meet one or more of the criteria as defined in rule 501 of Regulation D of the Securities Act of 1933. Please select each of the following criteria that certifies you as an accredited investor, and complete the electronic signature at the bottom of the page.

Any natural person whose individual net worth or joint net worth with that person’s spouse but, in either case, excluding the value of that person’s primary residence, at the date hereof exceeds U.S.$1,000,000;
Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 and has a reasonable expectation of reaching the same income level in the current year;
Any bank as defined in section 3(a)(2) of the Securities Act of 1933, as amended (the “Act”), or any savings and loan association or other institution as defined in section 3(a)(5)(A) of the Act, whether acting in its individual or fiduciary capacity; any broker or dealer registered pursuant to section 15 of the Securities Exchange Act of 1934; any insurance company as defined in section 2(13) of the Act; any investment company registered under the Investment Company Act of 1940 (the “1940 Act”) or a business development company as defined in section 2(a)(48) of the 1940 Act; any Small Business Investment Company licensed by the U.S. Small Business Administration under section 301(c) or (d) of the Small Business Investment Act of 1958; any plan established and maintained by a state, its political subdivisions for the benefit of its employees, if such plan has total assets in excess of $5,000,000; any employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 (“ERISA”), if the investment decision is made by a plan fiduciary, as defined in section 3(21) of ERISA, which is either a bank, savings and loan association, insurance company, or registered investment adviser, or if the employee benefit plan has total assets in excess of $5,000,000; or, if a self-directed plan, with investment decisions made solely by persons that are accredited investors;
Any private business development company as defined in section 202(a)(22) of the Investment Advisers Act of 1940;
Any organization described in section 501(c)(3) of the Internal Revenue Code, corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5,000,000;
Any director, executive officer, or general partner of the Company;
Any entity in which all of the equity owners are accredited investors; or
Any 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 sophisticated person as described in section 230.506(b)(2)(ii) of Regulation D under the Act.
Electronic Signature:    
   
  Click to continue to Login Credentials
Create Login
Create User ID:
Create Password:
Confirm Password:
Today's Date:
  I have read and agree to the: Terms of Service, Website Disclaimer, and Electronic Communication Consent forms.
 
  Please review all tabs to ensure all of your information has been entered correctly.
Copyright © 2014, Aegis Financial
Website by Donnie Bell Design