IPO/Corporate Finance Priority List

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Are you a Sophisticated Investor?* truefalse

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*Sophisticated Investor Definition

^You must be assessed and verified as a Sophisticated Investor to be eligible for these investment opportunities that are not available to retail investors. Sophisticated Investors generally qualify under Section 708(8) of the Corporations Act and this assessment is made by a Qualified Accountant, verifying the investors have:

• Net assets of $2.5m or above*; or
• Gross income of $250,000 for the past two financial years*
Experienced investor subject to compliance approval – usually requires experience in investing in unlisted securities.
*A Qualified Accountant’s certificate no more than two years old must be provided confirming one of the above eligibility criteria has been met.