Eligible investors

Sophisticated Investors.

Sophisticated investor status depends on relevant experience and should not be selected unless it accurately reflects your circumstances.

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

Category
Sophisticated investor
Purpose
Eligibility route
CTA
Check eligibility
Definition

What this category is for

01

Sophisticated investor declarations are designed for people with enough relevant experience to understand higher-risk investment information and the consequences of proceeding without advice.

Checklist

Questions to ask

02
  • Be clear about the investment experience you are relying on.
  • Do not proceed if you are uncertain about the product, risk or withdrawal terms.
  • Use the monthly interest calculator only as an illustration.
  • Ask a regulated adviser for personal advice.
Next step

Ready to continue?

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

Check eligibility