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What is an accredited investor?

Generally, an individual is an accredited investor if they meet one of the following criteria:

  • Have an individual net worth, or joint net worth with their spouse or spousal equivalent, that exceeds $1 million (excluding the value of your primary residence)
  • Have individual income exceeding $200,000 in each of the past two financial years and a reasonable expectation of satisfying this requirement in the current year
  • Have combined income with their spouse exceeding $300,000 in each of the past two financial years and a reasonable expectation of satisfying this requirement in the current year; or
  • Hold a Series 7, Series 82 or Series 65 financial services license.