506(b) vs 506(c): Marketing Rules for Real Estate Sponsors
General solicitation, verification after the SEC's March 2025 staff letter, and compliance-aware marketing that still fills the pipeline.
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Before your oil and gas campaign goes live: 25 checks
Exemption, claims, risk disclosure, channels, referral compensation and records: the checks to run with your counsel before marketing an oil and gas program.
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- Exemption and filing checks
- Tax and production claim rules
- Risk disclosure placement
- Ads, webinars and email review
- Referral compensation red flags
- Recordkeeping
Your checklist
Oil & Gas Capital Raising Compliance Checklist
This checklist is a planning aid, not legal advice. Your securities counsel's guidance controls.
Exemption & structure
Claims
Risk disclosure
Channels
Referral & compensation
Records
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