Eligibility

Who the investor hub is designed for

This site is designed for qualified, professional, wholesale, or institutional investors depending on jurisdiction. The public pages are educational. Access to deeper documents requires review.

Nothing on this page is legal, tax, or investment advice. Final eligibility depends on the investor, the jurisdiction, and the relevant offer documentation.

Investor profile

Individuals who satisfy accredited, professional, or wholesale investor tests where applicable
Family offices and sophisticated private-capital allocators
Wealth advisors, RIAs, EAMs, and institutional introducers seeking a controlled diligence process

What we review

Jurisdiction and distribution restrictions
Investor status, experience, and suitability
Mandate fit, ticket size, and requested level of access

Who this is not built for

Retail investors looking for a consumer-style sign-up and instant allocation
Jurisdictions where the relevant offer cannot legally be made
Investors who need daily liquidity, principal certainty, or simplified high-yield marketing language

Typical access path

Nothing on this page is legal, tax, or investment advice. Final eligibility depends on the investor, the jurisdiction, and the relevant offer documentation.

1. Public review

Read the strategy pages, risk framing, and audience fit.

2. Eligibility check

Share jurisdiction, investor type, and mandate outline.

3. Diligence call

Discuss product fit, disclosures, and the right document set.

4. Controlled access

Receive the relevant deck, data room, or onboarding path once approved.

Who the investor hub is designed for

This site is designed for qualified, professional, wholesale, or institutional investors depending on jurisdiction. The public pages are educational. Access to deeper documents requires review.

Investor Eligibility | HarbourStep