Sophisticated investors

How do I become a Sophisticated Investor?

To qualify as a Sophisticated Investor, you need to satisfy at least one of the following criteria: 

• You have A$2.5m of net assets
• You have had a gross income of A$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 certificate template or Stake’s template. 

You can read more about Sophisticated Investors here.

To upload your certificate to Stake:

• Open your Stake app 
• 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
  OR
• On web, head to Menu > Account > Scroll down to Sophisticated Investor certificate
• 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 approved as a Sophisticated Investor on Stake, you can contact Stake’s Capital Raises team by emailing [e-mail]