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Declaration of Investor Status For Individual (For joint applicants, please complete 2 forms separately.) Accredited Investor Please provide supporting documents. I confirm that I am an Accredited

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How to fill out declaration of investor status

01

Start by obtaining the declaration of investor status form from the relevant authority or organization.

02

Fill out your personal information such as your name, address, and contact details.

03

Provide details about your investment experience and knowledge.

04

Indicate the type of investor you are, such as an individual investor or institutional investor.

05

Provide information about your financial situation, including your income, assets, and liabilities.

06

Sign and date the declaration to certify the accuracy of the information provided.

07

Attach any supporting documents or evidence required, such as bank statements or investment portfolio.

08

Submit the completed declaration to the designated authority or organization.

Who needs declaration of investor status?

01

Individuals or organizations who are required or choose to declare their investor status for legal or regulatory purposes.

02

This may include individuals or entities participating in financial markets, investing in certain types of securities, or seeking specific investment benefits or privileges.

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