Item Rule 504 Rule 505 Rule 506 Rule 701 Reg A Sect 4(2) Sect 4(6)
Maximum
amount
that can
be raised
$1million
in (12 months)
$5 million in
(12 months)
Unlimited Varies between
$500,000 and
$ 5 million
$5 million
in (12 months)
Unlimited $5 million
Number of

investors

Unlimited 35 non-accredited
plus an unlimited
number of
accredited
investors
35 non-
accredited
plus an
unlimited
number of
accredited
investors
Unlimited
if eligible

Unlimited

limit to
number of
offerees
Accredited
investors
only
Investor
qualifications
None Unsophisticated Sophisticated employees,
officers,
directors,
consultants or
advisors
in lieu of pay only.
Not required sophisticated
with access to
all material
information
Accredited
investors
only
Commissions Permitted Permitted Permitted Permitted Permitted Permitted Permitted
Can general
solicitation
and
advertising
be used?
Yes No No Yes Yes No No
Resale
restrictions?
No Yes Yes Yes No Yes Yes
Issuer

Requirements

no reporting

or blank

check

companies or

investment

companies

No investment

companies or

issuers ineligible

under Reg A

None No reporting

companies

No reporting,

blank check,

or investment

companies

None None
Federal

filings

Form D

required, but

not a

condition of

the exemption

Form D

required, but

not a

condition of

the exemption

Form D

required, but

not a

condition of

the exemption

Form 701

required but

not a condition

of exemption

Filings required No notice of

sales required

Form 4(6)

required

Disclosure

requirements

None

specified

Specified in

SEC Rule 502 (b)

Specified in

SEC Rule

502 (b)

None

Specified

Specified

in Reg A

Investors

receive or

have access to

the type of

information

that registration

would have

required

None

specified