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J 2. J 3. J 4. J 5. J 6. I am qualified to invest as an accredited investor by reason of at least one of the following check ALL items that apply My net worth either individually or with my spouse if any including investments and all property and other assets excluding my primary residence exceeds 1 000 000 note if the mortgage on your primary residence is greater than its value please subtract such difference from your net worth. My individual annual income was at least 200 000 in each of the ...

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the purpose of accredited investors?

What is the role of accredited investors? For companies raising capital, the accredited investor definition largely determines who is in their pool of potential investors, and for investors whether they are eligible to invest in many early-stage companies.

How long is an accredited investor letter valid?

Note the SEC requires that no evidence used for verification purposes be any older than 90-days, except for income evidence, these accreditation letters generally expire after 90-days.

Do you need to prove you're an accredited investor?

Do You Have to Prove You Are an Accredited Investor? The burden of proving that you are an accredited investor does not fall directly on you but rather the investment vehicle you would like to invest in. An investment vehicle, such as a fund, would have to determine that you qualify as an accredited investor.

How do I get an accredited investor letter?

In lieu of providing income or net assets information, you may provide a professional letter from a licensed CPA, attorney, investment advisor or registered broker-dealer. The letter should state that the professional service provider has a reasonable belief that you are an Accredited Investor.

What is an accredited investor form?

The purpose of this Statement is to obtain information relating to whether or not you are an accredited investor as defined in Securities and Exchange Regulation D as well as your knowledge and experience in financial and business matters and to your ability to bear the economic risks of an investment in the Company.

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How do I check if an investor is accredited?

A letter from the investor's accountant, employer, licensed securities broker or registered investment advisor that confirms their accredited status will also suffice. There are a number of reliable third-party service providers that can verify an accredited investor meets SEC criteria on your behalf.

How long does an accredited investor letter last?

Note the SEC requires that no evidence used for verification purposes be any older than 90-days, except for income evidence, these accreditation letters generally expire after 90-days.

Is my LLC an accredited investor?

LLC may qualify as an accredited investor, if capitalized by $5 million in assets and not formed solely to function as an accredited investor. An LLC which functions as a director, executive officer, or general partner for a defined accredited investor may qualify as an accredited investor.

How do I get proof of accredited investors?

If you are accredited based on assets, you can provide recent brokerage, bank account, or similar statements clearly showing your name, the date, and the value of your account(s).

How do you prove an accredited investor?

If you are accredited based on assets, you can provide recent brokerage, bank account, or similar statements clearly showing your name, the date, and the value of your account(s).

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