Patersons provides investors with access to a wide range of opportunities available in the market, including new share issues and 708 sophisticated investor investment opportunities (if you meet eligibility criteria).
Our state-of-the-art platform provides a seamless electronic offer and acceptance process, including electronic settlement of application monies.
Click here to start the account opening process
When completing your application please ensure:
On the Primary Applicant page, when you're asked to select your Adviser, please select "Corporate Issues" from the list.
On the Patersons Investor Profile page, please select "I choose not to provide this information and am aware I will be unable to receive any personal advice in regards to my investments".
You provide bank account details for settlement.
You provide email address details.
This will allow you to have an account specifically for the flow of corporate deals without having to establish a full advice account with Patersons.
In the future, if you would like to have an Adviser allocated to you from Patersons, this can be arranged.
Once your account is established, you will receive an email from us confirming your new account details and we will request information on lodging your Sophisticated Investor Certificate. You will then be set up to automatically receive notification of opportunities.