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I already have a sophisticated investor certificate; can I share this with you to be reviewed instead of using the GXE template?

Wholesale client + sophisticated investor certificate

Yes. We would be happy to accept your current certificate providing it adheres to ASIC's guidelines, alternatively use our new certificate generator.

  1. Click the green "Verify Wholesale Status" button

  2. Now, follow the steps


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The material on this page is provided by GXE Management Pty Ltd (ACN 652 482 598), a corporate authorised representative (CAR No. 1292543) of GXE Fund Services Pty Ltd (ACN 162 966 609, AFSL 460870).

This material is for information purposes only and should not be construed as an offer or solicitation or recommendation to buy or sell any financial products. The information in this presentation or communication is directed and available to residents of Australia only deemed to be Wholesale Clients under section 761G of the Corporations Act 2001.

This information is intended to be general in nature and is not personal financial product advice. Any advice contained in this document is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. 

You should seek independent financial advice and read the relevant disclosure statements or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product.

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