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PAGE 1 OF 1 FSMIAIDF20140522 Individual Accredited Investor Declaration Form ACCREDITED INVESTOR means an individual (A) Whose net personal assets exceed in value SGD2 million (or its equivalent in

How to fill out individual accredited investor declaration

How to fill out individual accredited investor declaration?

1. Obtain the form: Start by obtaining the individual accredited investor declaration form. This can typically be found on the website of the relevant regulatory authority or may be provided by your financial advisor.
2. Read the instructions: Carefully read the instructions provided with the form. These instructions will guide you on how to accurately complete the declaration.
3. Personal information: Begin by providing your personal information, such as your full name, date of birth, address, and contact details. Make sure to enter this information accurately and legibly.
4. Accredited investor criteria: Determine whether you meet the accredited investor criteria. These criteria may include income thresholds, net worth requirements, or professional designations. Review the specific criteria and indicate in the declaration whether you meet them.
5. Supporting documentation: Gather any necessary supporting documentation to demonstrate your qualification as an accredited investor. This may include financial statements, tax returns, or other relevant documentation. Ensure that you have these documents ready to submit with your declaration.
6. Signature: Carefully review the completed declaration form for accuracy. Once you are confident that all the information provided is correct, sign and date the declaration. This signifies that you understand the information provided and confirm the accuracy of the details.

Who needs individual accredited investor declaration?

1. Individuals seeking to invest in certain types of securities: The individual accredited investor declaration is typically required for individuals who wish to invest in certain types of securities, such as private placements or hedge funds.
2. Accredited investors: This declaration is specifically for individuals who meet the accredited investor criteria set forth by regulatory authorities. Accredited investors are deemed to have a certain level of financial sophistication and are therefore permitted to participate in certain investment opportunities that may not be available to non-accredited investors.
3. Financial institutions and issuers: Financial institutions and issuers of securities may require individual accredited investor declarations from potential investors to ensure compliance with applicable laws and regulations.

Remember to consult with a financial advisor or legal professional to ensure that you understand the requirements and implications of completing the individual accredited investor declaration accurately.

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