Accredited Investor Rules

An individual who invests at least $150,000 or
An individual who, alone or together with a spouse, owns financial assets worth more than
$1,000,000 before taxes but net of related liabilities or
An individual, who alone or together with a spouse, has net assets of at least $5,000,000 or
An individual whose net income before taxes exceeded $200,000 in both of the last two years and
who expects to maintain at least the same level of income this year or
An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000
in both of the last two years and who expects to maintain at least the same level of income this
year
An individual who currently is, or once was, a registered adviser or dealer, other than a limited
market dealer.
● Financial institutions
● Governments and governmental agencies
● Insurance companies
● Pension funds
● Registered charities
● Companies with net assets of at least $5,000,000
● Persons or companies recognized by the OSC as an accredited investor

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