Investor eligibility

Eligible Investors.

IGI information is restricted. This page explains the main investor categories referenced on the website before you continue.

This information is not investment advice. IGI information is only intended for eligible recipients who can lawfully receive it.

Primary action
Check eligibility
Information type
Restricted investor content
Before registering
Read risk information
Overview

What eligible means

01

Eligible investor status is not a marketing label. It is part of the legal route that determines whether a person can receive certain investment information.

Categories

Common routes

02

High net worth individual

A person who meets the relevant income or net asset criteria and completes the required declaration.

Sophisticated investor

A person with relevant investment experience who completes the required declaration for this category.

Investment professional

A person whose professional role means they can receive investment information under the relevant rules.

High net worth company

Certain companies, unincorporated associations or other bodies can qualify where the relevant tests are met.

Process

Before you continue

03
  • Do not choose a category unless it accurately describes your circumstances.
  • Do not rely on website content as personal advice.
  • Read the risk information before moving to account registration.
  • Ask a regulated adviser if you are unsure whether the information is suitable for you.
Next step

Ready to continue?

Start with the eligibility flow before reviewing product-specific information or opening an account.

Check eligibility