Numa Financial Group
This confidential profile information will assist NFG consider and qualify you as a candidate for an
Independent ‘Brokerage’ of NFG. If additional space is needed please attach a separate page with
more details! Once completed please fax it back to 617-689-0707 for prompt attention.
Thank You!


Personal Information:

Your Name: _____________________________________________________________
Home Address: __________________________________________________________
City: ___________________________________State___________ZipCode_________
Home Phone: ( )_________Work Phone ( )__________Cellular Phone: ( )___________
Fax: ( ) ____________________
E-Mail Address: _________________________________________________________
Educational Background: _________________________________________________
Do you belong to any associations, clubs, or organizations? _____ If so, tell us about them? _______________________________________________________________ ______________________________________________________________
Can you supply Character references? _____

Employment Information: (Your employer will NOT be contacted)
Current Place of Employment? _____________________________________________
Position/Title: ___________________________________________________________
Present Salary: _______________________

Financial Information:
Current funds available for investment in a new business: $____________
What is your yearly income goal? $ ____________________________
What is your current estimated net worth: $_____________________
General Information: Do you have any experience in the financial industry, sales, or management? If so, please explain:_______________________________________________________________ _____________________________________________________________________
Have you ever established a legal entity? __________ If so, what State and Legal Name of Entity? _______________________________________________________________________
What type: Corporation ___ LLC ___ LP ___ Non-Profit ___ Other: ____
Do you have a business web site? _____ If so, what is the domain? __________________________
Will you consider a partner for a new business venture? _____ If so, will this partner be active in the day-to-day operations? _____
How did you hear about our training & learning systems? ________________
If qualified, when would be prepared to start your business? __________________

This is a confidential evaluation profile. It does not represent a contract or warrant acceptance for any NFG programs.

Print Name: _____________________________________
Signed: _________________________________________
Date: ______________________
Please fax to our consideration dept. for prompt attention @ 617-689-0707