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Updated almost 4 years ago on . Most recent reply
Do you need to register with the SEC if you.....
Hi, Bigger Pockets Family!
Do you need to register with the SEC if you are using a website to generate a list of accredited and sophisticated investors? The website wouldn't be making any offerings or have any property details. The website would generally mention property criteria, strategy, about us, a blog for education, an FAQ, etc...... For clarification, there wouldn't be an investor portal. Just an "invest with us" link that takes you to a form to qualify an investor.
Or....would it be best to consult with an SEC Attorney before publishing said site?
Thanks in advance for any feedback!
Justin Walker
Most Popular Reply
Sounds like you want to set up a click funnel to gather potential investor information. There's nothing to be registered. Just make sure that after you start communication with those people that you document it well so that you'd qualify for whatever exemption you're looking to do.