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ELIGIBLE INVESTOR CERTIFICATE Clause 41, Schedule 1 of the Financial Markets Conduct Act 2013 (\” Act\”) Warning New Zealand law normally requires people who offer financial products to give information
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How to fill out eligible investor certificate

01
Download the eligible investor certificate form from the designated website.
02
Fill in your personal information such as name, address, and contact details.
03
Provide information about your income level, net worth, and investment experience.
04
Sign and date the form to certify that the information provided is accurate.
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Submit the completed form to the relevant authority for verification and approval.

Who needs eligible investor certificate?

01
Individuals who wish to participate in certain investment opportunities that are only available to accredited or sophisticated investors.
02
Financial institutions or corporations that need to verify the eligibility of their investors before offering them certain investment products.
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An eligible investor certificate is a document that certifies an individual or entity as meeting certain criteria to qualify as an eligible investor in a specific investment opportunity.
Individuals or entities who meet the eligibility criteria set by the investment opportunity are required to file an eligible investor certificate.
The eligible investor certificate can typically be filled out online or in paper form, and requires providing specific information about the investor's financial status and investment experience.
The purpose of the eligible investor certificate is to verify that the investor meets the necessary criteria to invest in a particular opportunity, and to protect the interests of both the investor and the issuer.
The eligible investor certificate may require information such as the investor's net worth, income, investment experience, and any previous investments made in similar opportunities.
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