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Sample accredited investor letter

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The document is an Accredited Investor Verification Letter, which confirms that an individual or entity qualifies as an 'accredited investor' under Rule 501 of the Securities Act of 1933. It includes sections for the investor's details, verification by a qualified individual or entity, and reasons for accreditation based on income, net worth, or organizational status. The letter serves as written confirmation for AcreTrader, Inc. or the issuer of a Sponsored Offering and has a validity period.

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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.

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.

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.

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.

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