The Tax Cuts and Jobs Act of 2017 requires that all Opportunity Zone Fund investors be “accredited investors” as defined by Rule 501(a) of the Securities Act of 1933. So, now that you’re ready to invest in America’s emerging domestic markets to create wealth and health, you’ll need to certify your accredited investor status in one of two ways.
Option #1: Have your status certified by your own accountant, broker or attorney.
- Download the Accredited Individual Investor Letter or the Accredited Entity Investor Letter.
- Submit completed certification letter to Amina Fund. Ensure it is signed by your certified public accountant (CPA), licensed attorney, wealth advisor with the SEC, or registered broker-dealer with FINRA.
Option #2: Have your status certified by a qualified Amina Network Partner.
- Request a referral for a qualified professional.
- Make arrangements to provide originals or photocopies of required documents directly to the qualified professional. Documents may include Forms 1040, W-2, 1099, bank and brokerage statements.
- Submit a completed Accredited Individual or Entity Investor Letter signed by the qualified professional.
- Note: A fee will be charged for the referral, document review and certification. Fees may range from $175-$400. Final quote will be provided before services initiated.