Accredited Investor Requirements Infographic

Accredited Investor Requirements Infographic

Accredited Investor Requirements Infographic

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What is An Accredited Investor?

An accredited investor is an individual or legal entity allowed to invest in securities that are not registered with the SEC. To be accredited, you must meet certain requirements regarding your wealth and income as well as your investment knowledge. An accredited investor is someone who either:

INCOME

Has at least two years of income of $200,000 ($300,000 if combined with income from a spouse) and expects the same income or higher in the current year; or

ASSETS

Has a net worth of at least $1 million, not including the value of their primary residence; or

LICENSED

Holds a valid broker-dealer or investment advisor Financial Industry Regulatory Authority (FINRA) Series 7, 65 or 82 license, as of 2020; or

INSTITUTIONAL

Is a general partner, director or officer of the company offering the unregistered securities, or can demonstrate professional knowledge regarding unregistered securities

INVESTMENT OPPORTUNITIES

As an accredited investor, you are able to participate in alternative investments that are not available to ordinary investors such as direct investments in the oil & gas industry. To learn more, please visit What Is An Accredited Investor?

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