Skip to main content

Download Form

Accredited Investor Questionnaire (Individual)

Description: The term accredited investor is defined in rule 501 of Regulation D and the Dodd-Frank Act. For an individual the rule requires that they have a net worth of at least 1 million dollars or an income of $200,000 in each of the last two years. This form is a questionnaire a company could use to to ensure an individual qualifies as an accredited investor.
Form Type: Questionnaires
Practice Area: Intellectual Property, Privacy & Cybersecurity

Date: Oct 2013
PLI Item #: 60243
Keywords: "accredited investor questionnaire"; individual; entity; "regulation D"; "convertible promissory note"; securities; "Securities Act"; "net worth"
Thank you for exploring PLI PLUS.
The content on this page is only available to subscribers.

To learn more about PLI PLUS subscriptions
please click on the link below or contact us at PLUS@pli.edu.