Investing as a Company is easy with IPO Wealth
Documents required (Company):
- Application Form (contained within the Information Memorandum)
- Certified ID for directors (either driver`s license or passport)
- Completed term sheet of your choice
- Company ACN or ABN number
To invest in the name of a Company please follow these steps carefully:
- Step 1:
Complete the 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 director/s drivers 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).
- Step 5:
Provide company ABN or ACN number on the application form.
If you have any questions about the process or would like one of our friendly team to step you through the process simply call 1800 918 344.