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

A U.S. investor wants to purchase unregistered securities sold overseas under Regulation S. In what type of account would these typically be held?

  1. AUGMA account
  2. BCustodial account
  3. C529 plan account
  4. DOffshore account✓ Correct answer
Explanation

Why DOffshore account

Regulation S applies to offshore transactions. Such securities would generally be held in an offshore account, not in custodial, 529 plan, or UGMA accounts.

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