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This document certifies the status of an individual or entity as an accredited investor in accordance with Canadian securities laws, specifically relating to the purchase of Class A units in the Harbouredge Mortgage Investment Trust. It outlines the legal definitions, necessary certifications, and categories of accredited investors, as well as the risks associated with the investment.
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How to fill out accredited investor certificate

01
Obtain the accredited investor certificate form from the appropriate regulatory body or financial institution.
02
Fill out personal identification details, including your name, address, and contact information.
03
Indicate your income range and net worth as required, providing supporting documentation if necessary.
04
Specify your investment experience and knowledge, detailing any relevant qualifications or professional background.
05
Sign and date the certificate to affirm the accuracy of the information provided.
06
Submit the completed certificate to the requesting party, such as a fund manager or investment advisor.

Who needs accredited investor certificate?

01
Individuals or entities looking to invest in private placements, hedge funds, venture capital funds, or other investment opportunities that require accredited investor status.
02
High-net-worth individuals, professionals with relevant financial experience, or institutions that meet specified criteria set by regulatory authorities.
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An accredited investor certificate is a document that verifies an individual's or entity's status as an accredited investor, which typically means they meet certain income, net worth, or professional criteria set by the regulatory authorities.
Individuals or entities looking to participate in certain private investment opportunities, such as private placements, hedge funds, or venture capital, are required to file an accredited investor certificate.
To fill out an accredited investor certificate, you typically need to provide personal financial information, such as income, net worth, and investment experience, along with any required documentation to verify your status as an accredited investor.
The purpose of the accredited investor certificate is to confirm that individuals or entities meet the criteria necessary to access and invest in private securities offerings that may not be available to non-accredited investors.
Information that must be reported on an accredited investor certificate generally includes details on income, net worth, investment experience, and supporting documentation that verifies the accredited status.
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accredited investor investment trust securities laws Harbouredge financial assets risk acknowledgment subscription agreement National Instrument 45-106 investment risk financial regulations

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