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Wholesale and sophisticated investors are defined in the Corporations Act 2001 (Cth) and include a person who has a current certificate from a qualified accountant (obtained within the previous two years). To be eligible for a certificate, you must have a gross income of $250,000 or more per year in each of the previous two years, or net assets of at least $2.5 million.

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ABN 88 156 146 717
AFSL 420082

Level 27, Governor Phillip Tower
One Farrer Place
Sydney, NSW 2000

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Subscribe to our newsletter for exclusive insights on stocks & global markets.

First Name
Last Name
Email
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Investor type
Are you a wholesale or sophisticated investor?
Yes
No
Unsure
Wholesale and sophisticated investors are defined in the Corporations Act 2001 (Cth) and include a person who has a current certificate from a qualified accountant (obtained within the previous two years). To be eligible for a certificate, you must have a gross income of $250,000 or more per year in each of the previous two years, or net assets of at least $2.5 million.