To qualify as a Sophisticated Investor, you need to satisfy at least one of the following criteria:
You have $2.5m of net assets
You have had a gross income of $250,000 per year for the last two years
You hold an Australian Financial Services License
You are a Professional Investor
This is confirmed via a Sophisticated Investor Certificate issued by your accountant – who can either use their own certificate template or Stake’s template.
You can read more about Sophisticated Investors here.
To upload your certificate to Stake:
Open your Stake app (uploading is not yet available on Stake’s web platform)
Make sure you have ‘AUS’ selected in the top right of your screen
Select ‘More’ from the bottom menu
Select ‘Profile’ at the top
Scroll down to ‘Sophisticated Investor’ and hit ‘Apply’
Upload your certificate as a PDF or photo.
Wait for us to review and approve your certificate, and you’ll be able to bid on Placements
If you have any questions about becoming a Sophisticated Investor on Stake, you can contact Stake’s Capital Raises team by emailing [email protected]
