A single source to access product overviews, brochures, quarterly portfolio updates, investor agreements and application forms. For any statements or communications specific to current investments, please visit myIngenious.

We require investors to take financial advice before completing an application for Ingenious Estate Planning.

IEP Apex Fee Illustration

IEP Apex Joint Application Form

IEP Apex Application Form

IEP Apex NAV Update

IEP Apex Investor Agreement

IEP Apex Brochure

IEP Private Real Estate Brochure

IEP Private Real Estate Investor Agreement

IEP Private Real Estate Application Form

IEP Private Real Estate Joint Application Form

IEP Private Real Estate NAV Update

IEP Private Real Estate Illustration

IEP Classic Fee Illustration

IEP Classic Brochure

IEP Classic Investor Agreement

IEP Classic Application Form

IEP Classic Joint Application Form

IEP Classic NAV Update

IEP Private Media Fee Illustration

IEP Private Media Brochure

IEP Private Media Investor Agreement

IEP Private Media Application Form

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All investor statements and communications for current investments can be found at