ACCREDITED INVESTOR CERTIFICATION LETTER 2025

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To qualify as an accredited investor, you must have over $1 million in net worth, or more than $200,000 in earned income in the past two calendar years, with the expectation of the same earnings. Financial professionals with Series 7, 65 or 82 licenses also qualify.
This guidance clarifies that issuers relying on Rule 506(c) can satisfy the verification requirement through self-certification if the investor meets certain investment minimums (ie, $200,000 for natural persons and $1 million for entities).
Individuals can qualify by earning at least $200,000 annually ($300,000 for joint filers) or having a net worth exceeding $1 million, excluding a primary residence. Certain financial professionals and entities may also meet the requirements through their credentials or assets under management.
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.
The Series 65 license test is the easiest test that you can take to qualify as an accredited investor, since the Series 7 and Series 82 licenses require being sponsored by a company.
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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.
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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