In Canada, an accredited investor is defined under National Instrument 45-106 Prospectus and Registration Exemptions. Accredited Investors are able to purchase securities not offered under prospectus. This exemption is intended to recognize that accredited investors have the means and knowledge to protect their own interests in investment transactions.
The definition of an accredited investor is reviewed periodically by the Canadian Securities Administrators (CSA), an organization of Canada's provincial and territorial securities regulators. The CSA may make changes to the definition, or propose additional exemptions for accredited investors, in order to promote investor protection and market efficiency.
According to this regulation, an individual can qualify as an accredited investor if they meet one of the following criteria:
- Net financial assets of at least CAD 1 million (accessible, liquid assets).
- A personal income exceeding CAD 200,000 (or CAD 300,000 per household) in each of the two most recent calendar years, and reasonably expect to exceed that income level in the current calendar year.
- For corporations and other organizations, an accredited investor is defined as an entity with net assets of at least CAD 5 million as shown on its most recently prepared financial statements.
It's important to note that these requirements are subject to periodic review and revision by the Ontario Securities Commission (OSC) and other Canadian securities regulators.
At Welch Capital Partners Corporate Finance, we attempt to match accredited investors with issuers of exempt market investment products. If you think you are an accredited investor and are looking for investment opportunities in the exempt market to add to your investment portfolio, please contact Adam Nihmey at anihmey@welchcapitalpartners.com.
In Canada, an accredited investor is defined under National Instrument 45-106 Prospectus and Registration Exemptions. Accredited Investors are able to purchase securities not offered under prospectus. This exemption is intended to recognize that accredited investors have the means and knowledge to protect their own interests in investment transactions.
The definition of an accredited investor is reviewed periodically by the Canadian Securities Administrators (CSA), an organization of Canada's provincial and territorial securities regulators. The CSA may make changes to the definition, or propose additional exemptions for accredited investors, in order to promote investor protection and market efficiency.
According to this regulation, an individual can qualify as an accredited investor if they meet one of the following criteria:
- Net financial assets of at least CAD 1 million (accessible, liquid assets).
- A personal income exceeding CAD 200,000 (or CAD 300,000 per household) in each of the two most recent calendar years, and reasonably expect to exceed that income level in the current calendar year.
- For corporations and other organizations, an accredited investor is defined as an entity with net assets of at least CAD 5 million as shown on its most recently prepared financial statements.
It's important to note that these requirements are subject to periodic review and revision by the Ontario Securities Commission (OSC) and other Canadian securities regulators.
At Welch Capital Partners Corporate Finance, we attempt to match accredited investors with issuers of exempt market investment products. If you think you are an accredited investor and are looking for investment opportunities in the exempt market to add to your investment portfolio, please contact Adam Nihmey at anihmey@welchcapitalpartners.com.
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