Check the requirements below to determine your eligibility.
You must meet at least one of the following requirements:
Net Worth Requirement:
Have a net worth exceeding $1 Million, either individually or jointly with a spouse.
*Excluding the value of your primary residence.
or
Income Requirement:
An individual annual income over $200,000.
Joint income with a spouse over $300,000.
*Over the two most recent years, with a reasonable expectation of maintaining that income in the current year.
or
Professional/License-Based Qualification:
Hold certain professional licenses in good standing, such as the FINRA Series 7, Series 65, or Series 82.
or
Entity Requirements:
Financial Institutions: Banks, insurance companies, registered investment companies, and broker-dealers.
Other Entities: Corporations, LLCs, or trusts with over $5 million in total assets.
Family Offices: "Family clients" of a qualifying family office or knowledgeable employees of a private fund.
