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How does an irrevocable trust qualify as an accredited investor?

What evidence do I need to provide to prove that my US irrevocable trust is accredited? In order to be accredited, your irrevocable trust must have $5M in total assets. There are 2 types of evidence we can accept, outlined below.

Can a trust be a qualified client?

As for qualified purchaser status, as long as the bank-trustee is a qualified purchaser (that is, it invests at least $25 million of assets on a discretionary basis for its own account or for other qualified purchasers, taken together), the trust will qualify as a qualified purchaser.

Can a trust be a QIB?

Rule 144A(a)(1) defines qualified institutional buyer as, among others, insurance companies investment companies, state employee-benefit funds (e.g. pension funds), trust funds that own and invest at least $100,000,000 in non-affiliated securities; or any dealer that owns and invests at least $10,000,000 in non-

Who qualifies as a qualified purchaser?

A qualified purchaser is an individual or entity that can invest in securities or investment products, like venture capital funds or private funds, because they meet specific sophistication thresholds set by the Investment Company Act of 1940.

Can an irrevocable trust be a qualified purchaser?

An irrevocable trust created by a fund manager also can be a qualified purchaser under section 2(a)(51)(A)(iv) of the 1940 Act if the trust owns at least $25 million in investments, provided the trust was not created for the specific purposes of acquiring the fund managers fund interests.

Who is the equity owner of a revocable trust?

[11] The SEC staff clarified that where the grantors of a revocable trust are accredited investors under the definition above and the trust may be amended or revoked at any time by the grantors, the trust as a legal entity would be deemed not to exist, and the trust would be deemed accredited, because the grantors

Can a trust be an institutional investor?

Institutional investors. A trust or FLP that doesnt otherwise qualify as a qualified purchaser, as discussed above, must have at least $25 million of investments to qualify as an institutional investor.

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How does an irrevocable trust qualify as an accredited investor?

Can a trust be a qualified client?

Can a trust be a QIB?

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Can an irrevocable trust be a qualified purchaser?

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Who is the equity owner of a revocable trust?

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