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Sophisticated investors
ausHow do I become a Sophisticated Investor?
To qualify as a Sophisticated Investor, you need to satisfy at least one of the following criteria:
- You have A$2.5m of net assets
- You have had a gross income of A$250,000 per year for the last two years
- You hold an Australian Financial Services License
- You are a Professional Investor
This is confirmed via a Sophisticated Investor Certificate issued by your accountant – who can either use their certificate template or Stake’s template.
You can read more about Sophisticated Investors here.
To upload your certificate to Stake:
- Open your Stake app
- Make sure you have ‘AUS’ selected in the top right of your screen
- Select ‘More’ from the bottom menu
- Select ‘Profile’ at the top
- Scroll down to ‘Sophisticated Investor’ and hit ‘Apply’
- Upload your certificate as a PDF or photo.
- Wait for us to review and approve your certificate, and you’ll be able to bid on Placements
OR - On web, head to Menu > Account > Scroll down to Sophisticated Investor certificate
- Upload your certificate as a PDF or photo.
- Wait for us to review and approve your certificate, and you’ll be able to bid on Placements
If you have any questions about becoming approved as a Sophisticated Investor on Stake, you can contact Stake’s Capital Raises team by emailing capital-raises@hellostake.com
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