This document outlines the investment experience of account owners, their investment objectives, and their qualifications as accredited investors. It includes a table for various investment types such as options, equities, fixed income, and more, with fields for year first traded, average trades per year, and average trade size. It also lists investment objectives like capital preservation, income, growth, and aggressive growth. Additionally, it provides criteria for qualifying as an accredited investor under Regulation D of the Securities Act of 1933.
documents/vol00010-efta01370536-pdf.pdf
{"document_type":"tabular","document_subtype":"Investment Experience and Objectives","reference_numbers":["WM179078","SPAA DBSI 011017.083017","DB-SDNY-0063431","SDNY_GM_00209615","EFTA01370536"]}