What is a Wholesale Investor Certificate?
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Online Investments Pty Ltd t/a Mayfair 101 (ABN 981 34 785 890) provides investment and corporate advisory services including funds management, asset management, capital raising, corporate advisory, M&A (merger & acquisition) advisory, and direct investment either directly or via its wholly owned subsidiaries.


Mayfair 101 is a Corporate Authorised Representative (CAR # 001274568) of Quattro Capital Group Pty Ltd (AFSL # 334653). Mayfair 101's authority under its Corporate Authorised Representative Agreement with Quattro Capital Group Pty Ltd is limited to the provision of financial services to Wholesale clients only pursuant to the Corporations Act (Cth), including advice relating to deposit products, foreign exchange contracts, derivatives, interests in management investment schemes, and securities.  Mayfair 101 and its wholly owned subsidiaries are not deposit-taking institutions in Australia or the United Kingdom and are not authorised to conduct retail banking activities as specified in the Banking Act 1959 (Cth). 

© 2020 Mayfair 101. All rights reserved.

Investor Education Centre > Useful Tips & Knowledge > What is a Wholesale Investor Certificate?

What is a Wholesale Investor Certificate?

A Wholesale Investor Certificate is a document issued and signed by an accountant with the relevant authority that verifies your status as a Wholesale client per Section 72 of the Corporations Act (Cth).

A Wholesale Certificate enables you to access investment products not offered to retail investors who typically have a lower capability to invest.

An accountant will only issue a Wholesale Certificate if, in their professional opinion, you fit one of these criteria.

Wholesale Investor Certificates must be renewed every 2 years.

IPO Wealth investors that are capable of investing $500,000 or more are not required to provide a Wholesale Investor Certificate as they automatically qualify as a Wholesale client.

Mayfair 101 established IPO Wealth to specifically cater for High Net Worth investors seeking income-producing investments.  For more information visit www.ipowealth.com.au


This website contains general information only and is not intended to provide any person with financial advice. It does not take into account any person's (or class of persons) investment objectives, financial situation or particular needs, and should not be used as the basis for making investments.

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