What is an Accredited Investor Questionnaire?

When a private company sells shares, the sale should be set up such that it falls under one of the exemptions from registration with the Securities and Exchange Commission (SEC). Offerings in which accredited investors purchase securities involve some of the most commonly used exemptions. The required steps to confirm the accredited status of investors can vary according to the exemption chosen. The minimum requirement is often that accredited investors confirm their status in that category of investor. Often this is accomplished through the investor answering questions provided by the issuer on an accredited investor questionnaire.

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  • Fidel Barnhart