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Why do we collect certain information?

Marital Status
The SEC requires that investors accessing certain investments meet either certain net worth or annual income requirements as set forth in SEC Rule 501 of Regulation D. We are required to request this information prior to allowing access to certain investments and investment recommendations. Income accreditation levels set by the SEC are based on marital status and thus affect what levels of access investors can have to certain investments if they do not already qualify under net worth requirements.

Net Worth (excluding equity in primary residence)
The SEC requires that investors accessing certain investments meet either certain net worth or annual income requirements as set forth in SEC Rule 501 of Regulation D. We are required to request this information prior to allowing access to certain investments and investment recommendations

Annual Income
The SEC requires that investors accessing certain investments meet either certain net worth or annual income requirements as set forth in SEC Rule 501 of Regulation D. We are required to request this information prior to allowing access to certain investments and investment recommendations.

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