708 Investor Opportunities
Qualifying investors, who understand the implications of being classified as sophisicated and wholesale, are able to access a range of exclusive 708 Investor opportunities through Patersons.
A new issue of securities is generally offered to the public with regulated disclosure documents such as a prospectus or product disclosure statement. However, a qualifying investor who is capable of making investment decisions without the need to consider a prospectus or disclosure document may be eligible to participate in certain exclusive placements or capital raisings.
In order to participate, investors must provide a certificate, from a qualified accountant certifying that they have a prescribed net asset or gross income level, being:
- A gross income of $250,000 or more per annum in each of the previous two years; or
- Net assets of at least $2.5 million.
Learn how to register as a 708 Investor