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What is a wholesale investor?

To invest directly with us in the Swell Global Managed Portfolio you must qualify as a Wholesale or Sophisticated Investor as specified in the Corporations Act 2001 S708(8)(c), S761G(7)(c) and the Corporations Regulations 2001 S6D.2.03. Your accountant must certify that you meet one of the requirements, either holding net assets in excess of $2.5 million … Continued