DiscoverRaise Private Money Legally • for Real EstateS2E6: Determining Investor Suitability and Establishing Pre-Existing Relationships
S2E6: Determining Investor Suitability and Establishing Pre-Existing Relationships

S2E6: Determining Investor Suitability and Establishing Pre-Existing Relationships

Update: 2021-07-01
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In this podcast, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships?

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S2E6: Determining Investor Suitability and Establishing Pre-Existing Relationships

S2E6: Determining Investor Suitability and Establishing Pre-Existing Relationships

Kim Lisa Taylor