How to apply
Our Managed portfolio service in global equities is designed for investors with some experience of financial products.
It is a more exclusive investment service and not available to general retail investors. The minimum investment amount is $20,000.
Investing with us is very straightforward and comprises the following steps:
- Complete the Investor Declaration to register that you are an Eligible Investor or a Wholesale Investor and email us a signed copy at email@example.com
- We will then send you an Investment Proposal and Client Agreement containing the registration information needed to commence our investing service.
- When you have signed this, you will receive an invitation from our broker and custodian to complete an electronic application to set up your brokerage account.
- Once your account is approved, load your account with funds from any bank account so we may commence investing.