BECOME A DISCOVERY INVESTOR
Detailed below are the requirements for each Investor classification as required under section 708 of the Corporations Act 2001(Cth.)
- Have gross personal income over the last 2 years of at least $250k; or
- Have net assets of over $2.5m
To show that you are a Sophisticated Investor you need a Qualified Accountant’s Certificate. If you do not have one, or it has expired please download the blank form and pass it to your accountant to certify your sopisticated investor status.
- Hold an Australian Financial Services License (AFSL); or
- Have or control gross assets of at least $10m or more
To show that you are a Professional Investor you need an AFSL number or proof of assets. You can download the application form below to complete or attach your AFSL certificate when you apply.