WEALTH MASTERS APPLICATION

Website Disclosure:

Important Notice for Prospective Investors

We appreciate your interest in Julie Roy and want to provide you with crucial information to ensure your understanding of our investment opportunities. Please take the time to review this disclosure carefully.

Accredited Investor and Sophisticated Investor Definitions:

Under U.S. securities laws, an accredited investor is defined as an individual with an annual income exceeding $200,000 (or a joint income with a spouse exceeding $300,000) in each of the two most recent years, or an individual with a net worth exceeding $1,000,000, excluding the positive equity in their primary residence. A sophisticated investor, in many cases, is someone with prior real estate investing experience and a strong understanding of this type of investment. For a complete listing of definitions, please refer to the SEC website: https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor

Authorization for Access:

The information on this website is intended for authorized review by qualified Julie Roy clients and potential investors who are in the process of completing the Investor Suitability Form to establish their eligibility as accredited or sophisticated investors.

No Offer or Solicitation:

The content on this website, any company social media, including text, graphics, images, and other materials, is not intended to be interpreted as an offer or solicitation to purchase securities. It is provided for illustrative and informational purposes only, offering prospective investors a general overview of potential investment opportunities. Any formal investment offer can only be extended through the private placement memorandum.

Investor Qualification:

To make an investment with Julie Roy, individuals must be accepted and qualified as either sophisticated or accredited investors based on their experience and financial circumstance in accordance to that offering exemption. This qualification process includes the completion of the Investor Suitability or Accreditation Form, which will be reviewed and approved by Julie Roy.

Importance of Due Diligence:

The information presented on this website, any social media, or through any other means is not a substitute for conducting a thorough due diligence investigation. We strongly recommend that all potential investors perform their own due diligence before making any investment decisions.

No Income Guarantees:

Julie Roy does not make any income claims or guarantees on returns or performance based on the illustrations or examples provided on this website. Investments in securities carry inherent risks, and past performance is not necessarily indicative of future results.

Educational Purposes Only:

This literature on this site, on any social media, or through any other means is intended solely for educational purposes and is designed for accredited and/or sophisticated investors who have the necessary experience and knowledge to make informed investment choices.

Liquidity Not Guaranteed:

Investments offered by Julie Roy and it’s affiliates are illiquid and there is never any guarantee that you will be able to exit your investments on the Secondary Market or at what price an exit (if any) will be achieved.

Risk/FDIC Insurance:

Investments in private offerings are speculative and involve a high degree of risk and may result in partial or total loss of your investment. Investments in private offerings are not bank deposits and therefore are not insured by the FDIC or guaranteed by any other party. Investors must be qualified as an accredited investor to participate in private offerings and you may be required to verify your status as an accredited investor. No securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through us.

Not Advice:

This communication is not to be construed as investment, tax, or legal advice in relation to the relevant subject matter; investors must seek their own legal or other professional advice before making any investment to determine whether an investment is suitable for them. Your financial well-being and compliance with applicable securities laws are paramount. By using this website, you acknowledge that you have read, understood, and agreed to the terms and conditions outlined in this disclosure. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are not guaranteed and may not reflect actual future performance. More complete disclosures and the terms and conditions relating to an investment in a particular private placement is contained in the private placement memorandum. Performance information presented has been prepared internally (unless otherwise noted) and has not been audited or verified by a third party. Information on this page is based on information available to us as of the date of posting and we do not represent that it is accurate, complete or up to date.

For any inquiries or further information, please contact us.

Accessibility Statement:

We’re committed to easy access for everyone. Vive Funds is committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability. We aim to adhere as closely as possible to the Web Content Accessibility Guidelines (WCAG 2.0, Level AA), published by the World Wide Web Consortium (W3C). These guidelines explain how to make Web content more accessible for people with disabilities. Conformance with these guidelines will help make the web more user-friendly for all. Whilst we strive to adhere to the guidelines and standards for accessibility, it is not always possible to do so in all areas of the website and we are currently working to achieve this. Be aware that due to the dynamic nature of the website, minor issues may occasionally occur as it is updated regularly. We are continually seeking out solutions that will bring all areas of the site up to the same level of overall web accessibility. If you have any comments and or suggestions relating to improving the accessibility of our site, please don’t hesitate to contact our Accessibility Coordinator Priya Raje via email. Your feedback will help us make improvements.