The document outlines the criteria for determining 'investments' for Qualified Purchaser status. It specifies that 'investments' do not include non-financial assets like jewelry or art. It allows aggregation of investments across parent companies and subsidiaries, and includes joint investments with spouses. The valuation of investments can be based on fair market value or cost, with specific deductions for indebtedness. Special rules apply for commodity interests and Family Companies.
documents/EFTA01452246.pdf
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