investor eligibilty
Investment opportunities are available to Wholesale clients only, as defined under s761G of the Corporations Act 2001 (Cth).
Check your eligibility
Use our quick eligibility checking tool to find out if you are considered a Wholesale client.
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 (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.
Wholesale investing
Many investors meet the criteria for wholesale classification without realising it. If you are unsure whether you qualify, you can discuss your circumstances with us in a confidential discussion.
What is a Wholesale Client?
A wholesale client is an investor who meets certain criteria under s761G of the Corporations Act 2001 (Cth), allowing access to a broader range of investment opportunities that are not available to retail investors.
These criteria are designed to ensure investors have the financial capacity and experience to access a broader range of investment opportunities not typically available to retail investors.
Wholesale Client Criteria
You may qualify as a wholesale client if you meet one of the following:
Net assets of at least $2.5 million
Gross income of at least $250,000 per year for each of the last two financial years
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.
What does “Sophisticated Investor” mean?
The term ‘sophisticated investor’ is sometimes used in financial markets, but under Australian law this falls within the broader category of ‘wholesale client’ as defined in the Corporations Act.
Access to these opportunities is provided to Wholesale clients who meet the criteria outlined above, typically supported by a certificate from a qualified accountant.
Eligible?
Take the next step.
Next steps
If you are unsure whether you qualify, we can walk you through the criteria and help you clarify your eligibility.
Confidential • No obligation • Typically a 10–15 minute discussion