Investing as an Individual Investor is easy with IPO Wealth
Documents required (Individual Investor):
- Application Form (contained within the Information Memorandum)
- Certified ID (either driver`s license or passport)
- Completed term sheet of your choice
To invest as an Individual Investor please follow these steps carefully:
- Step 1:
Complete Get Started form to receive a copy of our latest Brochure, Information Memorandum and Application Form.
- Step 2:
Read the Information Memorandum carefully and ensure you understand the risks and the benefits of investing with IPO Wealth.
- Step 3:
Provide a certified and dated copy of either your driver’s license or passport. You will need to take your original and a copy of your ID to an authorised person to sight, date and certify (e.g. local pharmacist).
- Step 4:
Sign the term sheet for your agreed term and send in the original forms with the wet signature(s).