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Wholesale Client

To qualify as a Wholesale Client you would need to meet the relevant criteria listed under one of the four Exemptions available for Royal clients:

Individual Wealth

  • Do you have net Assets of A$2.5M +
  • Or have you earnt A$250k + in the last two financial years

 
If you have answered yes to either of these questions, then you may qualify as a Wholesale Client. You will need to provide an Accountants Letter to Royal declaring that you meet one of the above. See here for template

Professional Investor

  • Are you Licenced for Financial services?
  • Person who controls at least A$10 million
  • Body regulated by APRA
  • Body registered under the Financial Corporations Act 1974
  • Listed Entity or related body corporate of a listed entity
  • Exempt public authority

 
If you answered yes to any of the above, then you may qualify as a Wholesale Client. You will need to submit proof to Royal that supports which criteria you qualify under.

Business

Note: the Business Exemption only applies to companies that will use Royals services in connection with your business

  • Is your business involved in the manufacturing of goods and employs more than 100 people?
  • Is your business NOT involved in the manufacturing of goods, and you employ more than 20 people?

 
If you answered yes to either of the above, then you may qualify as a Wholesale Client. You will need to submit proof to Royal that supports which criteria you qualify under.

Sophisticated Investor

Note: Sophisticated Investor exemption CANNOT be offered to any client that has been a Retail Client of Royal Australia previously.

  • Do you have 3 years + live trading experience?
  • Have you attended registered trading courses that can provide full course transcripts and marks and have at least 1 year of live trading experience?

 
If you answered yes to either of the above, then you may qualify as a Wholesale Client. You will need to submit proof/s to Royal that supports the above criteria you qualify under. Please note that Royal will include in its assessment that you trade a certain size of trade and how frequently you trade, to ensure you do in fact fit the Sophisticated Investor criteria.

Once Royal receives your request to become a Wholesale Client along with the relevant proof/s, Royal’s Compliance team will review to confirm that you qualify.

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