Set out below are the instructions for how to invest over $10,000 or as a wholesale client.

Before starting, you will need evidence of your "wholesale client" status — this is typically in the form of a qualified accountant certificate prepared within 6 months of the your investment application.

See our article 'What is the difference between a retail client and wholesale?' for information about getting your accountant certificate.

Complete steps 1-4 in 'How do I make an investment?'

Then complete step 5 as follows:

Step 5. Submit your ID information for verification, upload your accountant certificate and confirm your investment

Enter your proof of identity, upload your accountant certificate in PDF and confirm your investment by clicking 'Invest'.

You will also need to:

At this step, your investment application has been successfully submitted and is legally binding (subject to our review of your accountant certificate). Your application will be "Under Review" until we have reviewed your accountant certificate.

Return to 'How do I make an investment?' for Step 6 onwards!

Not what you're looking for?

See —

How do I make an investment?

What is the minimum amount I can invest?

What personal details do I need to provide to invest?

Can I send in a paper investment application?

I'm not in Australia. How do I invest from overseas?

How do I invest via a company?

How do I invest via a SMSF?

How do I invest via a trust?

Can I gift my shares?

Can I make a joint application for shares?

How do I invest on behalf of a child?

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