Interests of Investor

USA
Mexico
Canada
International

Accreditation Criteria for Individuals in the USA

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Income Test:
Individual annual income exceeding $200,000 in each of the two most recent years, or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
2. Net Worth Test:
Individual or joint net worth with a spouse exceeding $1 million, excluding the value of the primary residence.
3. Professional Certifications:
Holder in good standing of a Series 7, 65, or 82 license.

Accreditation Criteria for Business or Corporate Entities in the USA

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Assets Test:
A corporation, partnership, or other entity with total assets exceeding $5 million.
2. Ownership Test:
An entity in which all the equity owners are accredited investors.

Accreditation Criteria for Individuals in Mexico

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Income Test:
Individual annual income exceeding MXN 1 million in each of the two most recent years, or joint income with a spouse exceeding MXN 1.5 million for those years and a reasonable expectation of the same income level in the current year.
2. Net Worth Test:
Individual or joint net worth with a spouse exceeding MXN 5 million, excluding the value of the primary residence.
3. Professional Experience:
A person with significant experience in financial or investment matters, such as a financial advisor or investment manager.

Accreditation Criteria for Business or Corporate Entities in Mexico

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Assets Test:
A corporation, partnership, or other entity with total assets exceeding MXN 50 million.
2. Ownership Test:
An entity in which all the equity owners are accredited investors.

Accreditation Criteria for Individuals in Canada

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Income Test:
Individual annual income exceeding CAD 200,000 in each of the two most recent years, or joint income with a spouse exceeding CAD 300,000 for those years and a reasonable expectation of the same income level in the current year.
2. Net Worth Test:
Individual or joint net worth with a spouse exceeding CAD 1 million, excluding the value of the primary residence.
3. Professional Experience:
A person registered under the securities legislation of a jurisdiction of Canada as a representative of a registered adviser or dealer.

Accreditation Criteria for Business or Corporate Entities in Canada

To qualify as an accredited investor, you must meet at least one of the following criteria based on your status:
1. Assets Test:
A corporation, partnership, trust, or other entity with total assets exceeding CAD 5 million.
2. Ownership Test:
An entity in which all the equity owners are accredited investors.

Accreditation Criteria for International Applicants (OUTSIDE the USMCA trade agreement zone )

If you are an international applicant, To qualify as an accredited investor, you must meet at least one of the following criteria based on your status, The criteria should be evaluated based on the equivalent value in USD, CAD, or MXN:
1. Income Test:
Individual annual income exceeding the equivalent of $200,000 USD, CAD 200,000, or MXN 1 million in each of the two most recent years, or joint income with a spouse exceeding the equivalent of $300,000 USD, CAD 300,000, or MXN 1.5 million for those years and a reasonable expectation of the same income level in the current year.
2. Net Worth Test:
Individual or joint net worth with a spouse exceeding the equivalent of $1 million USD, CAD 1 million, or MXN 5 million, excluding the value of the primary residence.
3. Professional Experience:
A person with significant experience in financial or investment matters, such as a financial advisor or investment manager, equivalent to the standards in the USA, Canada, or Mexico.

By signing below, I acknowledge that:

"Singular and Plural Terms": For all purposes of this Agreement, unless the context otherwise requires, (i) the singular form of a word shall be deemed to include the plural form, and (ii) the plural form shall be deemed to include the singular form. Any reference to a noun in the singular shall include the plural, and vice versa, so long as such interpretation does not create a contradictory or nonsensical meaning within the context of the clause or provision in which it appears.

1. I hereby certify that I qualify as an Accredited Investor, as defined in the criteria set forth above that I have read fully, within the category that accurately reflects my (or the applicant’s) financial circumstances and status as of the date of this application.

2. I affirm that the information provided in this application is complete and accurate to the best of my knowledge.

3. I acknowledge that I may be required to complete additional documentation to facilitate the provision of information, which may include, but is not limited to, a Non-Disclosure Agreement (NDA) and a specific Accredited Investor Application for each investment opportunity that I request details on from the teasers I could receive.

4. I understand that I may be requested to furnish proof of my qualifications as an Accredited Investor at a future date. This verification may be substantiated through a letter from my bank or accountant or by other acceptable means.