Back to Home

Wholesale Client Eligibility & Declaration

Begin your eligibility assessment.

Apex Macro Financial Group uses this questionnaire to obtain additional information about your investment knowledge and experience, particularly in relation to complex and structured products.

This questionnaire is intended to provide supporting information and does not replace any Accountant's Certificate or other documentation required to establish your wholesale or qualified investor status.

Please complete the relevant sections below to the best of your knowledge.

01Details02Background03Knowledge04Decisions05Assessment06Declaration

01 Client Details

02 Qualified Investor / Wholesale Client Evidence

Do you currently hold a certificate issued by a qualified accountant confirming that you meet the applicable income or net asset threshold?