For Non-Accredited Investors (most fall into this category) the limitation on how much you can invest depends on your net worth and annual income.

If either your annual income or your net worth is less than $124,000, then during any 12-month period, you can invest up to the greater of either $2,500 or 5% of the greater of your annual income or net worth.

If both your annual income and your net worth are equal to or more than $124,000, then during any 12-month period, you can invest up to 10% of annual income or net worth, whichever is greater, but not to exceed $124,000.

• After you review the offering statement and information and decide you’d like to invest and how much, you complete the application with the requested information and electronically sign the documentation.
• Sabur PWM Registered Investment Advisor, the Broker Dealer, reviews the information for Anti-Money Laundering and Know Your Customer type reviews
  • If you pass the review, Sabur PWM Registered Investment Advisor initiates the funds via ACH or Credit Card (or you send the wire or check if applicable)
  • If you don’t pass the review, Sabur PWM Registered Investment Advisor or the Fund will reach out to you to update information to clear you for the reviews or otherwise
• Once the funds have been cleared by the escrow agent (funds go directly there), Sabur PWM Registered Investment Advisor will match your funds with your cleared application for investment, and issue you the stock by validating the subscription agreement and notifying the Transfer Agent to record your ownership on the Funds capitalization table.

The timeline is generally 2 to 4 weeks but can always happen sooner. It all depends on the information you provide and if there are issues, how quickly we hear back from you.

• If we bump up against any “hits” on our reviews, we are required to clear each one of those potential conflicts to evidence there are no issues.
• If the information provided is not correct or is incomplete, we will need to reach out and get this corrected.
• Even though funds are initiated or you see them pending in your funding source, this does not mean they are in the escrow account for the offering. Based on the payment rails available in the US, these funds may not appear in escrow for 1-2 days and then they have to sit there for a few days until the escrow agent is satisfied there doesn’t appear to be any issues
• Matching of payments to approved applications happens in batches, so while all ready to be closed, your application maybe in the next batch.

Sabur PWM Registered Investment Advisor is the state registered independent Registered Investment Advisory firm who has been engaged by the fund to act as the Onboarding Agent for this offering.

• Sabur PWM Registered Investment Advisor is NOT placing or selling these securities on behalf of the Fund.
• Sabur PWM Registered Investment Advisor is NOT soliciting this investment nor making any recommendations by collecting, reviewing and processing your application for investment.
• Sabur PWM Registered Investment Advisor conducts Anti-Money Laundering, Identity and Bad Actor Disqualification reviews of the Fund, and ensures they are a registered business in good standing.
• Sabur PWM Registered Investment Advisor is NOT validating or approving the information provided by the Fund or the Fund itself.
• Contact information is provided for applicants to make inquiries and requests of Sabur PWM Registered Investment Advisor regarding the general application process, the status of the application, or general Reg CF regulation-related information. Sabur PWM Registered Investment Advisor may direct applicants to specific sections of the Offering Statement to locate information or answers to their inquiry but does not opine or provide guidance on Fund-related matters.

Sabur PWM Registered Investment Advisor is compensated by the Fund for providing its advisory Onboarding Agent services as disclosed in the Offering Statement.

By investing in an Fund’s Reg CF offering where Sabur PWM Registered Investment Advisor is the advisor to the fund as an Onboarding Agent, Sabur PWM Registered Investment Advisor must ensure that you as the investor, do not breach the SEC’s limits on investing in Reg CF Offerings within a 12 month period. While it’s not a full-fledged brokerage account where we custody your holdings or recommend any investments, you will have an account at Sabur PWM Registered Investment Advisor to track the investments made where Sabur PWM Registered Investment Advisor was engaged as the RIA firm Onboarding Agent.

As you are buying a security regulated by the SEC, and the RIA, we are required by SEC regulations to reasonably ensure Anti-Money Laundering and Know Your Customer reviews are satisfied and that Permitted Investor Limits are not breached, we collect this information to perform the required reviews. Sabur PWM Registered Investment Advisor may share certain details of an applying/completed investor as listed on the subscription agreement, with the Transfer Agent and Escrow Agent if requested for valid purposes of processing an investment application.

Applying investors with questions about the company or its product or the offering should submit their questions to the Beacon Fund LP via it’s email.

An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR
• holds in good standing a Series 7, 65 or 82 license.

Any questions about the application, how to navigate it, what’s the process, etc. should be directed to Beacon Fund's Group using the contact information provided at the bottom of the investment website.