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Qualified Purchaser Qualification*

You are an “accredited investor” as such term is defined in Regulation D under the 1933 Act. You qualify as one of the following:

  1. INDIVIDUAL who has a net worth (or joint net worth with his or her spouse) in excess of $1,000,000 (excluding the value of such individual’s primary residence);

  2. INDIVIDUAL WITH $200,000 INDIVIDUAL ANNUAL INCOME. A natural person (not an entity) who had an individual income in excess of $200,000 in each of preceding two years and has a reasonable expectation of reaching same income level in current year.

  3. INDIVIDUAL WITH $300,000 JOINT ANNUAL INCOME. A natural person (not an entity) who had joint income with his or her spouse in excess of $300,000 in each of preceding two years and has a reasonable expectation of reaching same income level in current year.

You are a “qualified client” as that term is defined in Regulation 205-3 under the Investment Advisers Act of 1940, as amended. You qualify as one of the following:

  1. The Investor has at least $1,000,000 under management with the General Partner (including those assets contributed to the Partnership);

  2. The Investor has a net worth, or a joint net worth with his or her spouse in the case of a natural person, of more than $2,000,000 (exclusive of residence and any mortgage thereon up to the market value of the residence);

  3. The Investor is a “qualified purchaser” as defined in section 2(a)(51)(A) of the Investment Company Act of 1940, as amended (“ICA”).

You are a company with not less than US$5,000,000 in investments and that is owned directly or indirectly by or for: 
-- Two or more natural persons who are related as siblings or spouses (including former spouses); 
--
Direct lineal descendants by birth or adoption and spouses of such persons; 
-- Estates of such persons; 
-- Foundations, charitable organizations or trusts established by or for the benefit of such persons.

You are a trust -- not formed for the specific purpose of acquiring interests in any of the Black Diamond Funds -- to which the person authorized to make decisions, and each settlor or individual who has contributed to the trust, is described above or below.

You are a person or entity acting for his or her own account, or for accounts of other persons described above, who cumulatively own and invest on a discretionary basis not less than US$25,000,000.

You are a qualified institutional buyer ("QIB") as defined under SEC Rule 144A, except that (i) QIBs which are dealers must own and invests at least US$25,000,000 of QIB securities and (ii) self-directed employee benefit plans cannot be qualified purchasers (i.e. each employee must be a qualified investor).

You are an entity in which all of the equity owners are persons described above.
 

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