I agree with these: Pass a regulator-imposed test of your specialized investment knowledge Get special approval from your broker Attest to reading certain materials I don't agree with these: Demonstrate a high net worth Go through cooling off periods during which you cant invest
Scott Flatland Comment On Regulatory Notice 22-08
I agree with these: Pass a regulator-imposed test of your specialized investment knowledge Get special approval from your broker Attest to reading certain materials I don't agree with these: Demonstrate a high net worth Go through cooling off periods during which you cant invest