All about investing

Qualified Institutional Buyer (QIB)

Contents

Deciphering Qualified Institutional Buyers (QIBs): A Guide to Sophisticated Investors

Understanding the Role of Qualified Institutional Buyers (QIBs)

Demystifying Qualified Institutional Buyers

Explore the concept of Qualified Institutional Buyers (QIBs) and how they represent a class of investors deemed sophisticated enough to forego certain regulatory protections typically afforded to retail investors.

Qualifying as a QIB

Learn about the criteria for qualifying as a QIB, including managing a minimum investment of $100 million in securities on a discretionary basis or holding at least $10 million in non-affiliated securities as a registered broker-dealer.

Navigating the Landscape of QIBs and Rule 144A

Exploring QIBs and Rule 144A

Discover how QIBs benefit from trading restricted and control securities on the market under Rule 144A, enhancing liquidity and expanding investment opportunities in the private capital markets.

Understanding Securities Act Rule 144 and Exempt Offerings

Delve into Securities Act Rule 144, which governs the resale of controlled and restricted securities, and explore its significance in exempt offerings relative to capital raised in public registered markets.