
Commercial Real Estate Investment Specialists
Accredited Investor Qualifications
Accredited Investor Qualifications
Based on restrictions from the SEC (Securities and Exchange Commission) rule 506c, only accredited investors can invest with Vitalis Capital Group.
Each investment is accompanied by an ‘investor questionnaire’ to verify each investor meets one of the below qualifications. Most accredited investors qualify under item #3.
How to determine if you are an accredited investor:
To qualify as an accredited investor, you must meet one of the following five requirements.
1. Individuals who have earned $200,000 or more in gross income, each year, for the past two years and expect to continue to do so.
–or–
2. Individuals whose gross income, when combined with a spouse's income, totals $300,000 or more, each year, for the past two years.
–or–
3. Individuals who maintain a net worth of $1 million or more, excluding the value of his or her primary residence.
–or–
4. An entity with at least $5 million in assets, or a business in which all equity owners are accredited investors.
–or–
5. Individuals holding General Securities Representative (Series 7), Private Securities Offerings Representative (Series 82), or Licensed Investment Adviser Representative (Series 65) registration in good standing.
