118th Congress · SENATE BILLBILL

S. 3709Investment Opportunity Expansion Act

A bill to amend the Securities Act of 1933 to add additional investment thresholds for an individual to qualify as an accredited investor, and for other purposes.

Finance and financial sector
Introduced Jan 31, 2024
Last action Jan 31, 2024
Pipeline · Bill → Law
Step 1
Introduced
Jan 31, 2024
Step 2
Referred
Jan 31, 2024
Banking, Housing, and Urban Affairs
Step 3
Committee
Step 4
Senate
Step 5
House floor
Step 6
Resolve Changes
Step 7
Signed
SummaryCRS Summary

This bill expands who may be considered an accredited investor for purposes of participating in private offerings of securities. (Certain unregistered securities may only be offered to accredited investors.) Specifically, the bill allows an individual to qualify if their aggregate investment in such a securities offering is not more than 10% of the individual's net assets or 10% of the individual's annual income, whichever is greater.

Provisions · 2 sectionsIntroduced in Senate
Timeline · 2 actions
Jan 31, 2024
Introduced in Senate
Jan 31, 2024
Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.