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Be among the first to hear the latest opportunities from NAB Specialised Investments by registering for NAB's Wholesale Investor Program.
What is a Wholesale Investor?
There are three ways you could qualify as a wholesale investor:
1. Investors who own or control gross assets of at least $10 million (ten million) can self certify as a "professional" investor
2. Investors who have earned more than $250,000 p.a. over the past 2 financial years or own more than $2.5 million in net assets can be certified by an accountant as a "sophisticated" investor
3. Investors who invest at least $500,000 in any one transaction can be deemed "wholesale" investors
What are the benefits?
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Access to a range of "best of breed" investment opportunities
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Invitations to educational seminars and investment updates presented by investment specialists, economists and industry speakers
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Personalised serviced provided by the Specialised Investments team
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Opportunities to meet with Fund Investment Managers
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Quarterly update reports on investment performance
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Access to our investment offerings via the Specialised Investments web site
How do I become a Wholesale Investor?
To register as a wholesale investor with NAB, simply complete an "Application to be treated as a Wholesale Investor", selecting the most relevant from Option A, Option B or Option C.
Option B requires additional information from a qualified accountant. Your accountant needs to complete the certificate stating that the investor received income of greater than $250,000p.a. for the previous two financial years or has net assets in excess of $2.5 million. However, if your accountant has already provided you with a sophisticated investor certificate, simply send a copy to:
NAB Specialised Investments at Level 20, 255 George St, Sydney NSW 2000.
Want more information? Have questions you would like answered?
Contact NAB's Specialised investments team on 1800 032 088 or email Specialised.Investments@nab.com.au
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