Unlock exclusive investment opportunities with Bement & Company’s Accredited Investor Services. Becoming an Accredited Investor, as defined by the Securities and Exchange Commission (SEC), opens doors to investment opportunities not available to the general public, requiring a certain level of financial sophistication and stability.
Here’s how we can help you achieve Accredited Investor status:
Complete the Questionnaire: Start by filling out our detailed questionnaire below. It’s designed to assess whether you meet the SEC’s criteria for accredited investors, covering your financial and professional status. This step is straightforward and takes just a few minutes.
Pay the Fee: There is a one-time fee of $95 to process your application. This fee is payable when you submit the questionnaire.
Review and Verification: After receiving your completed questionnaire, our team will meticulously review your information to ensure it aligns with accreditation standards. We rely on the accuracy and completeness of the information you provide to make this assessment.
Receive Your Accreditation Letter: Once verified, Bement & Company will issue an accreditation letter, certifying your status as an accredited investor. This letter is recognized and accepted by various investment platforms and issuers, facilitating your access to premium investment opportunities.
Complete the Accredited Investor Verification Questionnaire below and Bement & Company will prepare and sign your CPA accreditation letter or you can schedule a free consultation or contact our firm directly.
We’re here to streamline your path to becoming an accredited investor, helping you explore more sophisticated investment avenues with confidence and ease.
