Regulation A

E8069

Regulation A is a U.S. securities offering exemption that allows smaller companies to raise limited amounts of capital from the public with simplified registration and reporting requirements compared to a full SEC-registered offering.


Statements (50)
Predicate Object
instanceOf U.S. securities offering exemption
exempt offering framework
abbreviation Reg A
allows convertible securities offerings
debt securities offerings
equity securities offerings
warrants offerings
amendedBy Jumpstart Our Business Startups Act
contrastWith Regulation Crowdfunding
Regulation D
fully registered public offerings on Form S-1
effectiveDateOfMajorAmendments June 2015
feature allows public offerings without full Securities Act registration
allows sales to both accredited and non-accredited investors
permits general solicitation and advertising
reduced ongoing reporting obligations compared to fully registered offerings
simplified disclosure requirements
formerlyMaxOfferingAmountTier2 $50 million in a 12-month period
hasTier Tier 1
Tier 2
investorLimitTier1 no specific investment limit by income or net worth
investorLimitTier2 non-accredited investors limited to 10% of greater of income or net worth in some cases
issuerEligibility U.S. or Canadian companies
issuerIneligible SEC reporting companies using certain forms
blank check companies
investment companies
issuers disqualified under bad actor rules
JOBSActTitle Title IV
jurisdiction United States
legalBasis Securities Act of 1933
maxOfferingAmountTier1 $20 million in a 12-month period
maxOfferingAmountTier2 $75 million in a 12-month period
offeringLimitAppliesTo aggregate amount of securities sold in a 12-month period
permitsTestingTheWaters yes
postAmendmentName Regulation A+
purpose facilitate capital raising by smaller companies
provide an exemption from full SEC registration
regulator U.S. Securities and Exchange Commission
requires SEC qualification of Form 1-A before sales
offering statement on Form 1-A
testingTheWaters allows solicitation of investor interest before filing Form 1-A
Tier1Reporting exit report on Form 1-Z
Tier1Requirement state securities law registration or qualification
Tier2Preemption preempts most state securities registration requirements
Tier2ReportingForms Form 1-K
Form 1-SA
Form 1-U
Tier2Requires audited financial statements
ongoing periodic reports to the SEC
usedFor mini-IPO style offerings

Referenced by (7)
Subject (surface form when different) Predicate
Regulation Crowdfunding
Regulation Crowdfunding ("Regulation A+")
Regulation D
relatedTo
Reg A
Reg A ("Reg A+ (as amended under the JOBS Act)")
alsoKnownAs
U.S. Securities Act of 1933
laterInterpretedBy
Regulation A ("Regulation A+")
postAmendmentName

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