Annex A to the Investor Questionnaire outlines the criteria for determining 'investments' for Qualified Purchaser status. It specifies that 'investments' do not include non-financial assets like jewelry or art. The document details how investments can be aggregated for companies and individuals, including joint investments with spouses and investments in retirement accounts. It also provides guidelines for valuing investments, including deductions for outstanding indebtedness.
documents/EFTA01451788.pdf
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