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If you are a Personal applicant, at least one of the following criteria must be met:

If you are a Business Applicant and your business does not qualify under the Large Business Test, then you must qualify as a &quot;Controlled Entity&quot;. As a Controlled Entity we need to assess all &quot;Controlling Individuals&quot; associated with the business. As a Controlled Entity, at least one of the following criteria must be met:

For details on &quot;Controlled Entities&quot;, &quot;Controlling Individuals&quot; and how to define &quot;Control&quot; go here.

At least one of the following criteria must be met:

You must provide evidence that the business enterprise is not a small business. To meet this criterion,

By selecting this option, you are unable to access our futures platform. If you wish to submit the application as a Wholesale Client in the future, you will need to provide necessary evidence.

*Qualified Accountant as defined by s88B of Corps Act (member of a specified professional body)Example Certification here

Example Certificate hereIf applying as a Related Body Corporate of a listed entity, please provide a chart that outlines the organisational structure, signed by a director with their director’s identification number.

Example Certificate hereIf applying as a Related Body Corporate, the Body Corporate that qualifies under the Large Business Test must provide the Large Business Test certificate and you must provide a chart that outlines the organisational structure, signed by a director with their director’s identification number.

Personal

Business

Account type

Individual Wealth

Professional Investor

Large Business

None of the categories above

Wholesale client category

<li>I/We wish to be treated as a Wholesale Client under the Corporations Act 2001.</li>
<li>As a Wholesale Client, I/we will not be provided with the same documentation or protections as retail investors under the Corporations Act 2001. Accordingly, I/we will not receive Financial Services Guides, Statements of Advice or Records of Advice and may not be provided with regulated offer documents, such as a Product Disclosure Statement or Prospectus.</li>
<li>I/We will not have recourse or access to an external dispute resolution service, such as the Australian Financial Complaints Authority.</li>

I/We acknowledge and agree that:

Tell us about your request. The more detail the better.