What would I need to qualify as a professional client?

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It is possible to gain access to increased leverage if you qualify as an elective professional client. You have two paths available to qualify:

Sophisticated investor

  • You have placed a minimum of 20 leveraged derivative trades per quarter for at least 4 quarters in the preceding 2 years with a notional value of AUD $500,000 or more in each quarter OR
  • You have worked in the financial services industry for at least 1 year in a position which requires experience or knowledge of derivatives and leveraged trading

Wealth

  • You have net assets* of at least AUD $2.5 million

OR

  • You have had a gross income of at least AUD $250,000 a year for the last 2 financial years

For details of the leverage available to professional clients, please refer to the following page on our website.

*Net assets may include:

  • Savings, shares and property/land investments
  • Superannuation and trusts
  • Other assets such as cars and caravans
  • Business value

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