Are you eligible to invest?

If one of these categories applies, you could be eligible as a wholesale investor

You must have been employed or engaged by an investment business in the last 10 years and taken a material part in the investment decisions for at least two of those years.

You can find a full list of “investment businesses” here.

If this category applies to you, we’ll ask you to provide us with a safe harbour certificate.

You are a “large” investor if, within the last two financial years, either:

  • You have owned or controlled net assets of more than $5 million; or
  • The total consolidated turnover of you and any entities you control exceeds $5 million.

If this category applies to you, we’ll ask you to provide us with a safe harbour certificate.

If you are investing a total of $750,000 or more, you are automatically defined as a wholesale investor.