A professional investor’s definition of an Accredited Investor List, and its implications to an individual investor, differ greatly from country to country. A stockbroker may be licensed in one jurisdiction and an expert in another. In Canada, an Accredited Investor List is a list of investors recommended by Canadian securities regulators. An Accredited Investor List can only be issued by Canadian securities authorities.
How can I tell whether I am on an Accredited Investor List? You should contact the Canadian Securities Regulator (CSA). The best way to check whether you are on an Accredited Investor List or not, is to contact the investment firm that created the list for you. Most firms will let you do so by email. If they refuse or cannot answer your inquiry, you are free to not use their service.
How do I access the Accredited Investor List? You can access the Canadian Securities Regulator’s website using an Internet browser. Alternatively, you can access the information by phone. There are also a dedicated Accredited Investor Database website maintained by the Canadian mutual fund and registered broker firms that offer advice on Canadian-registered investment firms and their products.
Is it safe to invest through accredited investors’ lists? The safety of investing through an Accredited Investor List depends on how you access the email list. In most cases, a reputable and properly-maintained Canadian stockbroker site will make it possible for you to access their list by email.
Why would I need to access an Accredited Investor List by email? If you have large investments in a foreign market, such as Canada, you may want to get regular reports on the trends and activities of that market. You may also want to keep track of the performance of your stocks or mutual funds through an Accredited Investor List. Or if you simply want to read a particular type of investment news, then an Accredited Investor List will let you get the information you want by email.
What is the cost to sign up for Accredited Investors List services? There are several sites that offer Accredited Investors List sign ups at a fee. They will provide a link to the Canadian Securities Regulator’s website where you can access the database. Most of these sites allow you to sign up for as many as five registered investment companies. Before you choose which site to sign up with, make sure the site allows you to sign up with as many companies as you like. Some sites charge a low flat registration fee but later charge a monthly fee for access to the full list.
Why do investors need to be included on an Accredited Investor List? You have to be on one if you want to be considered for investing in a particular industry or stock in a particular country. Otherwise, your investment opportunities may be limited. For instance, if you wanted to invest in emerging markets, such as Brazil, you would not want to be listed on a general investor’s site because those investors could potentially invest in those markets exclusively.
How do I find out more about the Accredited Investor List? You can learn more about the Accredited Investor List by visiting its website. The website gives information on how to subscribe to the service, what information they require from you, and other important facts. As an investor, you should always do your own research before putting your hard-earned cash at risk. For this reason, it is strongly recommended that you first obtain information from the company providing the list, before proceeding with any investment activities.