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Ai Confirmation of Accredited Investor Status 2

Published on the May 30, 2024 in Writing & Translation

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AI Confirmation of Accredited Investor Status 2

Confirmation of Accredited Investor Status – [net worth or income or entity name]

in connection with [investor]’s (“investor”) intention to participate in securities offerings pursuant to rule 506(c) under the securities act of 1933 [verifying person’s name] hereby provides written confirmation of the following:
1. In accordance with Rule 506(c)(2)(ii) under the Securities Act, I have taken reasonable steps to verify that Investor is currently an “accredited investor” and have determined that Investor is an “accredited investor,” as such term is defined in Rule 501 under the Securities Act.  All information reviewed in my process is current, dated within the past 90 days.
2. That I am a licensed, practicing [cpa, attorney, broker-dealer, investment advisor] who is in good standing under the laws and regulations of the jurisdictions in which i am admitted to practice.
This written confirmation of Investor’s status as an “accredited investor” may be relied upon in connection with any transaction conducted by Investor pursuant to Rule 506(c) under the Securities Act.  It may not be used or relied upon for any other person for any other purpose.

By:

[__________________________________]            Date: __________________
Signature

Name: [VERIFYING PERSON]

Title: [CPA, ATTORNEY, BROKER-DEALER, INVESTMENT ADVISOR]

Firm: [VERIFYING PERSON FIRM NAME]

Address: [VERIFYING PERSON ADDRESS]

Email Address: [VERIFYING PERSON EMAIL ADDRESS]

Phone Number: [VERIFYING PERSON PHONE NUMBER]

License Number: ________________________​State: ______________________

Optional Note/Comment:  [Note/comment]

Project overview

AI Confirmation of Accredited Investor Status 2 Confirmation of Accredited Investor Status – [net worth or income or entity name] in connection with [investor]’s (“investor”) intention to participate in securities offerings pursuant to rule 506(c) under the securities act of 1933 [verifying person’s name] hereby provides written confirmation of the following: 1. In accordance with Rule 506(c)(2)(ii) under the Securities Act, I have taken reasonable steps to verify that Investor is currently an “accredited investor” and have determined that Investor is an “accredited investor,” as such term is defined in Rule 501 under the Securities Act. All information reviewed in my process is current, dated within the past 90 days. 2. That I am a licensed, practicing [cpa, attorney, broker-dealer, investment advisor] who is in good standing under the laws and regulations of the jurisdictions in which i am admitted to practice. This written confirmation of Investor’s status as an “accredited investor” may be relied upon in connection with any transaction conducted by Investor pursuant to Rule 506(c) under the Securities Act. It may not be used or relied upon for any other person for any other purpose. By: [__________________________________] Date: __________________ Signature Name: [VERIFYING PERSON] Title: [CPA, ATTORNEY, BROKER-DEALER, INVESTMENT ADVISOR] Firm: [VERIFYING PERSON FIRM NAME] Address: [VERIFYING PERSON ADDRESS] Email Address: [VERIFYING PERSON EMAIL ADDRESS] Phone Number: [VERIFYING PERSON PHONE NUMBER] License Number: ________________________​State: ______________________ Optional Note/Comment: [Note/comment]

Category Writing & Translation
Subcategory Artificial Intelligence
Project size Medium
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed

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