Additional Information

The Elvest Fund is available only to Wholesale and “Sophisticated” Investors, as defined by the Corporations Act.

If investing over $500,000 you qualify as a Wholesale Investor and do not require a Wholesale Investor Certificate.

If investing less than $500,000 you will need to provide a Wholesale Investor Certificate signed by a qualified accountant within the last 24 months or otherwise satisfy the criteria set out here:

Do you qualify as a Wholesale Investor?

Note: For individuals, the main prerequisites are:

  • Net assets of at least $2,500,000; or
  • A gross income for each of the last 2 financial years of at least $250,000 a year.

In calculating the net assets of at least $2.5 million or the gross income of at least $250,000, the investor can include the net assets or gross income (as relevant) of any company or trust the investor controls [see Corporations Regulation 7.6.02AC].

Where the investor is a company or trust controlled by someone who has a certificate from a qualified accountant, the investor may be considered wholesale [see Corporations Regulation 7.6.02AB].

Our online application manager, OLIVIA123, will take you through the steps:

  1. Complete the online application form at Olivia 123 and ID verification (approx. 10 minutes).
  2. Submit the completed application form to the Administrator (Fundhost).
  3. Transfer the funds and an investment confirmation will be issued by Fundhost.

Alternatively, you can download and submit an application form: Download IM + Application Form 

1. Investors over $500k do not require an accountant’s certificate.
2. Investors may provide their own accountant’s certificate if less than 24 months old.