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What is an example of an accredited investor letter?

Accredited Letter Example I am writing to verify that I qualify as an accredited investor under Rule 501 of Regulation D of the Securities Act of 1933. I meet at least one of these criteria: My individual or joint net worth with my spouse exceeds $1,000,000, not counting my primary residences value.

Can a CPA write an accredited investor letter?

An accredited investor letter is issued by a licensed third party, such as a certified public accountant (CPA), attorney, registered broker-dealer or an SEC-registered investment advisor.

What qualifies you as an accredited investor?

An accredited investor should have a net worth exceeding $1 million, either individually or jointly with a spouse. This amount cannot include a primary residence. The offers that appear in this table are from partnerships from which Investopedia receives compensation.

Where can I get an accredited investor letter?

The simplest way to attain accredited investor status is to ask for a 3rd party verification letter from a registered broker dealer, an attorney or a certified public accountant.

How do I prove Im an accredited investor?

There are 4 types of evidence that you can provide to prove that you are accredited to invest as a US individual. Income Evidence (this is generally the fastest method for verification) Net Worth Evidence. Professional License Certification. Third-Party Attestation Letters.

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