How To Determine Investor Suitability And Establish Substantive Relationships
Jul 1, 2021
55:57
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
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?
Raise Capital Legally