Eligibility Investment solutions for Wholesale Investors

Find out if you qualify

Investment Amount

The minimum investment size is $100,000.  We have no upper limit though amounts of $20m and above will be subject to management approval.

Investor Qualification

We are authorised to accept investment from Wholesale investors in Australia and accredited investors in Singapore. If you fall into either of the following categories it is likely you are eligible to invest with IPO Wealth:

  • Investing $500,000 or more;
  • Net assets of $2.5m* or above; or
  • Gross Income of at least $250,000 per annum for two consecutive financial years*

*Accountant’s certificate issued within the last two years required.

Our team can assist with assessing your eligibility – call us on 1800 918 344 and we will gladly assist.

USEFUL TIP: Many investors who enquire with IPO Wealth uncertain about whether they qualify, do in fact qualify after checking their eligibility with us and verifying this with their accountant. 

Enquire today…

One of our friendly, Australia-based, dedicated Client Relationship Managers will contact you to assess your eligibility and outline your investment options.

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*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity and transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), the term sheet for the relevant offer, and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.