Eligibility
Our service is available to sophisticated investors, to qualify you need to meet one of the three conditions below, along with providing a valid Sophisticated Investor Certificate.
Asset Control
You have net assets of over $2.5 million.
Income
You have a gross income of $250,000 p.a. or more over the last 2 years.
$500,000+ Investment
You intend to invest more than $500,000.
I need a Certificate: If you believe you meet the above criteria, speak with a Qualified Accountant. If eligible, they’ll confirm your status as a Sophisticated Investor and provide you with a 708 Certificate.
I already hold a Certificate: Please check the date of issue, as Sophisticated Investor certificates are valid for 2 years.