Accreditation Verification
Investor Eligibility
Eligibility depends on the applicable offering. Accredited investors may qualify through financial criteria, professional credentials, or other categories under the applicable rules.
An indication of accredited status on an inquiry form is an initial response and does not complete verification.
Rule 506c Offerings
For offerings under Rule 506(c), purchasers must be accredited investors and the issuer must take reasonable steps to verify their accredited status.
Completing Verification
Our team will explain the process applicable to an opportunity. Depending on that process, acceptable methods may include an approved verification service, appropriate documentation, or eligible professional confirmation.
Follow the instructions provided for the specific offering. Do not assume a prior verification is sufficient without confirming its acceptance.
Secure Submission
Use the designated secure process for sensitive verification materials. Do not send tax records, account statements, identification documents, or other sensitive information through the website's general inquiry form.
Access to Materials
Access to confidential information and participation in an offering may have separate requirements. Completing verification does not guarantee acceptance of a subscription or establish that an investment is suitable.
Contact
For questions, contact info@rockstoneequities.com. Rockstone Equities LLC, 445 Park Avenue, 9th Floor, New York, NY 10022.