Wholesale.
Not a dress code.
Eligibility matters. Appearances don’t.
Private investment opportunities are available to wholesale clients only.
The checker below covers three common pathways. Qualification depends on the relevant test and supporting documentation. If you’re unsure, speak with us in confidence.
This tool is a guide only and does not constitute legal or financial advice. Eligibility must be confirmed before any investment proceeds.
Raise Private Capital Pty Ltd (CAR No. 1320689) is a Corporate Authorised Representative of Rhodes Asset Management Ltd (AFSL 464772). Financial products are not issued or managed by Raise Private Capital. Available to wholesale clients only, as defined under s761G of the Corporations Act 2001 (Cth). The information on this page is general in nature and does not constitute personal financial advice. All investments carry risk, including potential loss of capital.
Raise Private Capital Pty Ltd is a Corporate Authorised Representative (CAR No. 1320689) of True Oak Investments Pty Ltd (AFSL 238184). For wholesale clients only. Raise provides access to third-party investments. Capital and returns are not guaranteed.
What is a wholesale client?
A wholesale client meets certain criteria under s761G of the Corporations Act 2001 (Cth), allowing access to investment opportunities that are not available to retail investors.
Three common pathways
You may qualify if you meet one of the following, subject to the applicable requirements:
Assets: Net assets of at least $2.5 million.
Income: Gross income of at least $250,000 per year for each of the last two financial years.
Investment amount: An investment of $500,000 or more in a single offer where this satisfies the wholesale client test under the Corporations Act.
The $250,000 income or $2.5 million net assets thresholds are verified by a certificate from a qualified accountant.
Confirmation comes next. The tool is a guide only. Eligibility must be confirmed before any investment proceeds.
A clear next step.
If you’re unsure which criteria apply, speak with Raise. We can walk through the requirements and explain the documentation needed to confirm your eligibility.
Confidential • No obligation • Typically a 10–15 minute discussion
A different conversation.
Curiosity looks good on you.
Explore the project. Ask the questions. Take time with the details.