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What are the Eligible Investor rules in Alberta?

What are the Eligible Investor rules in Alberta?

Last updated on March 3, 2022

Non-eligible investors resident in Alberta can purchase up to $10,000 in securities under the offering memorandum exemption in the preceding 12 months.

Eligible Investors in Alberta can purchase up to $30,000 in securities under the offering memorandum exemption in the preceding 12 months.

Eligible Investors in Alberta who have received advice from a portfolio manager, investment dealer, or exempt market dealer can purchase up to $100,000 in securities under the offering memorandum exemption in the preceding 12 months.

The preceding 12 months refers to the 12 months immediately before the day of your particular addy investment and not the calendar year. So, if you invest with addy on January 2, 2022, the calculation includes all of your investments in securities made under the offering memorandum exemption between January 2, 2021 and January 2, 2022.

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