Forms and Resources

Accountants Certificate

If you are investing less than $500,000 you will need to qualify as a Wholesale Client, either as a Sophisticated investor or a Professional Investor. If you are a Sophisticated investor, an Accountant’s Certificate is required. The file template can be used by your accountant.

Professional Investor Declaration

If you are investing less than $500,000 you will need to qualify as a Wholesale Client, either as a Sophisticated investor or a Professional Investor. If you are a Professional Investor as defined by the Corporations Act, you can use this form to declare your status as such.