Your guide is ready
Thank you. Welcome to a wider set of options.
Your answers are with Andre. He will review them personally and let you know, confidentially, which wholesale tests you are likely to meet and whether using them is in your interests. Expect to hear from us within two business days.
In the meantime, here is something to keep. The Wholesale Investor’s Guide explains how the tests work, what they can open up for you, what you give up, and the six questions worth asking before you say yes to any wholesale offer.
What happens next
Three steps, at your pace.
1. Andre reviews your answers
He looks at which tests you are likely to meet, and through which entity: you, your company, your trust or your SMSF.
2. A short, private conversation
If it would help, we talk through what wholesale status could open up for you and what it would mean in practice.
3. You decide
Use it for selected investments, or keep your retail protections. Nothing is signed and nothing is certified until you are comfortable.
General information only. This check is not a certificate and doesn’t make you a wholesale client. Status is assessed individually, and you can always choose to be treated as a retail client.
