Required for subscriptions to alternative investments, Limited Partnerships and other private investments.
Accredited investor status is required for many alternative investments. For investments that require investors to be accredited investors, the Advisor must also provide the Attestation of Accredited Investor on the advisory firm's letterhead using the letter template on the last page. Check with the issuer or product sponsor to determine if they require investors to be accredited.
|Private Investment w Cert 21 2.pdf||Download |