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SIE: Investment Companies & Packaged Products
SIE practice questionmediumPrivate Equity

An accredited investor is required for investing in which of the following packaged products?

  1. AOpen-end mutual funds
  2. BPrivate equity funds✓ Correct answer
  3. CREITs traded on exchanges
  4. D529 plans
Explanation

Why BPrivate equity funds

Private equity funds are limited to accredited investors. Mutual funds, publicly traded REITs, and 529 plans are available to the general public.

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