ACCREDITED INVESTOR REPRESENTATION LETTER 2026

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The document is an Accredited Investor Representation Letter from Feltl and Company, where the undersigned confirms their status as an accredited investor under Regulation D of the Securities Act of 1933. It outlines the criteria for being considered an accredited investor, including income and net worth requirements. The letter also acknowledges that the investment opportunity is exempt from registration under securities laws and highlights the associated risks, including potential loss of investment.
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  1. Click ‘Get Form’ to open the ACCREDITED INVESTOR REPRESENTATION LETTER in the editor.
  2. Begin by entering the number of shares/units you wish to purchase in the designated field. Specify the name of the Company offering these shares.
  3. In the section regarding your status as an accredited investor, check one or more boxes that apply to your financial situation, ensuring you meet the criteria outlined.
  4. Provide your signature and date at the bottom of the form. Ensure that all personal information, including your name, address, and Tax ID/SSN, is accurately filled out.

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You can obtain an accredited investor verification letter by requesting it from a registered broker-dealer, attorney, or certified public accountant, streamlining the process and avoiding extensive documentation. OurCrowd can also provide a template letter.
Definition: A letter signed by an investor to an issuer and/or financial institution(s) providing representations and warranties in relation to an offering of securities. Some of these letters will include big boy representations. See also Big Boy Letter and Placing Letter.
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.
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.
Issuers often forget about the accredited investor letter fee. CPA or attorney letters Can cost $250$500 per letter. Third-party services Often include letters in their process, costing $50$100 per investor.

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