Wholesale or Sophisticated Investor Qualifications
Who Can Invest?
- The Trust is not a registered managed investment scheme and only Wholesale Clients can invest.
- An Investor in the Trust must generally fall within one of the following categories:
- The Investor invests at least $500,000 at one time; or
- The investor has an accountant’s certificate that shows that they have net assets of at least $2,500,000; or
- The investor has a gross income for each of the last two financial years of at least $250,000.
If you do not fall into one of these categories, we may still have some limited ability to accept your application, so please contact us.