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M. R. COX, INC.
1777 N.E. Loop 410
Suite 600
San Antonio, TX 78217

Ph: 210.745.2678
Fax: 210.745.2007
info@mrcoxinc.com



Thank you for your interest in M.R. COX, INC. We are permitted under federal law to share information on our partnerships only to qualified investors. Please complete the questionnaire below. You will be notified by a representative from M.R. COX, INC should you qualify as an accredited investor and/or a qualified purchaser. Again, thank you for your interest in M.R. COX, INC.

*Asterisk indicates required field

Contact Information

First Name:

*

Last Name:

*

Company Name:

Street Address:

*

City:

*

State / Province:

*

Zip / Postal Code:

*

Country:

*

Work Phone:

* 555-555-5555

Home Phone:

* 555-555-5555

Fax:

   555-555-5555

E-Mail Address:

*

 

 

I have one of the following securities licenses:

 

Do you believe that you have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of oil and gas partnerships?

 

Yes     No     *

 

Investment Information

U.S. Persons:  Are you or are you acting for a U.S. Person? (A US person is defined as an individual who is a national or permanent resident alien of the US and any corporation, business association, partnership, trust, or other judicial entity incorporated or permanently residing in the U.S.)

 

Yes     No     *

Accredited Investors (Choose A or B)

A. Individual Investors: Are you, in your capacity as an individual, rather than as an agent of a legal entity, an accredited investor?

 

Yes     No     *    

See below for a definition of an "Accredited Investor".

B. Entities: Are you an agent of a legal entity that is an accredited investor?

 

Yes     No     *

See below for a definition of an "Entity" which is an "Accredited Investor".

Qualified Purchaser: Are you or are you acting for a "qualified purchaser"?

 

Yes     No     *

See below for a definition of a "Qualified Purchaser".

What is your individual or joint total net worth? (May be combined with your spouse)

 

See below for a definition of "Net Worth".

Annual Earnings:

2004: Less than $200,000   $200,000 or more

2005: Less than $200,000   $200,000 or more

2006: Less than $200,000   $200,000 or more

See below for a definition of "Annual Earnings".

Current Investments:

 

Hedge Fund:

$          

Stocks:

$       

Bonds:

$         

Mutual Funds:

$         

Gold / Silver:

$          

Commodities:

$          

If Financial Intermediary, which of the following are you?

 

How many years experience investing in oil and gas partnerships do you or your clients have?

 

By electronically signing below, I am affirming that all the information contained herein is true and correct to the best of my knowledge and belief.

Electronic Signature:

*


Definitions

Annual Earnings:

Annual earnings” means adjusted gross income, as reported for federal income tax purposes, less any income attributable to a spouse, increased by the following amounts (but not including any amounts attributable to a spouse or to property owned by a spouse), (i) the amount of any tax exempt interest income received;

(1) the amount of any losses claimed as a partner in a partnership;

(2) any deductions claimed for depletion;

(3) amounts contributed to an ira or keogh retirement plan;

(4) alimony paid; and

(5) any amount by which income from long-term capital gains has been reduced in arriving at adjusted gross income pursuant to the provisions of section 1202 of the internal revenue code of 1954, as amended.


 

Accredited Investor:

You are an accredited investor if any one of the following are true:

1) Your individual net worth, or joint net worth with spouse, at the time of this purchase exceeds $1,000,000.

2) You had an individual income in excess of $200,000 in each of the two most recent years and reasonably expect an income in excess of $200,000 in the current year.

3) You and your spouse have had joint income for the most two recent years in excess of $300,000 and expect your joint income to be in excess of $300,000 for the current year.


 

Net Worth:

The fair market value of all assets, excluding home, furnishings and personal automobiles.

 


 

Qualified Purchaser:

The fair market value of all assets, including home, furnishings and personal automobiles is or exceeds $500,000.