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SIE: Capital Markets & Offerings
SIE practice questionmediumRegulations – Regulation D Accounts

A high-net-worth individual wants to invest in a private placement under Regulation D. In which type of account would this typically be executed?

  1. AAccredited investor account✓ Correct answer
  2. BUGMA account
  3. CMargin account
  4. DRoth IRA
Explanation

Why AAccredited investor account

Purchasing private placements under Reg D requires accredited investor status. Such investments are inappropriate for UGMA or Roth IRA accounts, and margin accounts are unrelated to investor status.

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