Loring Costa Rica Short Term Fund
The SEC requires that only Accredited Investors may proceed. If you fit any of the following categories, send an e-mail to Pat@LoringCostaRica.com for Loring Costa Rica Short Term Fund information.
- A "natural person" (i.e., an individual) whose net worth (including home, furnishings and automobiles), or joint net worth with the individual's spouse, exceeds $ 1,000,000, today.
- A "natural person" (i.e., an individual) whose individual gross income exceeded $200,000
in each of the two most recent calendar years, or whose joint gross income with the
individual's spouse exceeded $300,000 in each of the two most recent calendar years and,
in either case, the person has a reasonable expectation of his single or joint gross income,
respectively, reaching the same level in the current year.
- A partnership, corporation, trust or entity all of whose owners are accredited investors.
- A bank, savings and loan association or other similar institution acting in its individual or Fiduciary capacity.
- A broker-dealer registered pursuant to §15 of the Securities Exchange Act of 1934.
- An organization described in §501(c)(3) of the Internal Revenue Code, a corporation,
business trust or partnership that was not formed for the specific purpose of investing in
this Fund and whose total assets exceed $5,000,000.
- Any trust with total assets exceeding $5,000,000 not formed for the specific purpose of
investing in the Fund and whose purchase is directed by a person with such knowledge and
experience in financial and business matters that he is capable of evaluating the merits and
risks of the prospective investment.
- A plan established and maintained by a state or its political subdivisions, or any agency or
instrumentality thereof, for the benefit of its employees, and which has total assets in
excess of $5,000,000.
- An employee benefit plan within the meaning of ERISA: (a) whose investment decision is made by a plan
fiduciary (as defined in ERISA §3(21)) that is a bank, savings and loan association, insurance company
or registered investment adviser; (b) whose total assets exceed $5,000,000 as of the date of this Agreement;
or (c) if a self-directed plan, whose investment decisions made solely by persons who are accredited investors.