Investment Management for Eligible and Wholesale Investors

Investor Criteria

Vistafolio offers a managed portfolio service in global equities that is designed for investors with some experience of financial products. It is a more exclusive investment service and not available to general retail investors. To receive an investment proposal you'll need to qualify as an Eligible or Wholesale Investor under the Financial Markets Conduct Act 2013, regardless of your country of residence.

How to qualify

It's straightforward to register as an Eligible or Wholesale Investor. Simply complete our Investor Declaration Form and scan/email to If you qualify, we'll send you an Investment Proposal and Client Agreement containing the registration information you’ll need within one business day.

If you have any questions, please contact us on 0800 113 680 or +64 9 889 0680.

If you're a 'sophisticated' or 'accredited' investor in another jurisdiction, it is likely you'll qualify as an Eligible or Wholesale Investor with Vistafolio. Alternatively, if you have experience acquiring or disposing of financial products such as bonds, shares or managed funds, you'll likely qualify.

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