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SIE: Capital Markets & Offerings
SIE practice questionmediumRegulation D

Which of the following is a requirement for an investor to be considered 'accredited' under Regulation D?

  1. AHaving a net worth over $1 million, excluding the value of a primary residence✓ Correct answer
  2. BOwning at least $500,000 in investments
  3. CAnnual income of $100,000 individually
  4. DA college degree
Explanation

Why AHaving a net worth over $1 million, excluding the value of a primary residence

Accredited investors must have a net worth over $1 million (excluding primary residence) or meet high-income thresholds. $500,000 in investments or $100,000 in income do not qualify. Education is not a criterion.

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