Wholesale Investor Eligibility

I have experience acquiring or disposing of financial products.

I have served as a Director of an early stage business that was involved in capital raising.

I have experience in investing in shares and other securities (listed and unlisted) and understand the risk with investing in different types of financial products. I recognise that early stage investment is generally of significantly higher risk profile than most listed investment opportunities.

I currently hold a diverse portfolio of investments which I regularly review, with the benefit of advice from relevant professionals, where appropriate, and make my own investment decisions in relation to my portfolio.

In the course of investment activities, I have been exposed to a wide range of investment analysis and commentary and this has helped me build knowledge and skills in assessing the value and risks of investing in financial products.

Other relevant experience disposing of financial products.

If you have ticked at least one box above, and you have a New Zealand authorised financial adviser, qualified statutory accountant, or lawyer who is able to sign to this fact, then you are a "Eligible" Wholesale Investor according to clause 41 of the FMCA 2013 and you can invest in early stage deals and/or become an Enterprise Angels Member. You may be able to self certify your status if you can answer one or more of the following questions.