Investor Application

Under U.S. rules, an accredited investor meets certain financial or professional criteria. For individuals, common ways to qualify are:

• Net worth over $1 million, alone or with a spouse or spousal equivalent, excluding your primary home.
• Annual income over $200,000 alone, or $300,000 with a spouse or spousal equivalent, in each of the past two years, with a reasonable expectation of the same this year.

Other routes include certain professional credentials; companies and trusts have separate criteria.