Series 82 podcast · Episode 04
Investor Qualification and Resales
54 min of listening
Seeking Business and Private Offerings. Free audio, ready to play in your browser.
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Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Accredited Investor: Institutional and Entity Categories
- Accredited Investor: Natural-Person Tests
- Verifying Accredited Investor Status in a General-Solicitation Private Placement
- Qualified Institutional Buyer (QIB) Status
- The QIB Private Resale Safe Harbor
- Qualified Purchaser Status and Its Fund Exclusion
- Comparing Investor-Status Thresholds
Put this episode into practice with adaptive questions and flashcards in the full Series 82 course.