Eligibility is more than a checkbox.
The terms wholesale client and sophisticated investor have specific meanings under Australian law. Whether a person or entity qualifies can depend on the relevant transaction, the nature of the investor and the legal test being relied upon.
Self-identifying as a wholesale or sophisticated investor on a website form does not establish legal eligibility. Where required, Aspire will request appropriate information or evidence before proceeding with any regulated activity or investment discussion.
Examples of information we may request
Depending on the circumstances, this may include identity information, entity details, investment experience, financial information, professional or accountant certification, and information necessary to satisfy legal and compliance obligations.
Consider whether the conversation fits your circumstances.
Investment horizon
Some investments may involve long holding periods, market volatility or limited liquidity.
Capacity for loss
All investments involve risk. Prospective investors should be able to assess and bear the risks relevant to the opportunity.
Independent advice
Where appropriate, obtain independent legal, tax, accounting and financial advice before making an investment decision.
Request a private conversation.
Tell us a little about your circumstances and the area you would like to discuss. We will review your enquiry and respond if a conversation is appropriate.