Sentences with phrase «principal of accredited investors»

You may soon have more options if insurers with highly publicized financial difficulties relax their underwriting standards to maintain their sales volume, said Wil Heupel, managing principal of Accredited Investors, a Minneapolis financial planning firm.

Not exact matches

The securities may be sold only to purchasers purchasing, or deemed to be purchasing, as principal that are accredited investors, as defined in National Instrument 45 - 106 Prospectus Exemptions or subsection 73.3 (1) of the Securities Act (Ontario), and are permitted clients, as defined in National Instrument 31 - 103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.
The Class A common stock may be sold only to purchasers purchasing, or deemed to be purchasing, as principal that are accredited investors, as defined in National Instrument 45 - 106 Prospectus Exemptions or subsection 73.3 (1) of the Securities Act (Ontario), and are permitted clients, as defined in National Instrument 31 - 103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.
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