First Corporate has access to a vast range of investment opportunities in unlisted small to medium sized enterprises in varying stages of development.

Often we will produce a prospectus or OIS but in other cases we may introduce the project direct to a VC Fund or sophisticated investors as defined in the Corporations Law.

If you would like to be on our sophisticated investor database please complete the following form.

Any offers made will be in full compliance with the Corporations Law.

Sophisticated Investor Definition

Sophisticated investors

708 (8) An offer of a body's securities does not need disclosure to investors under this Part if:

(a) the minimum amount payable for the securities on acceptance of the offer by the person to whom the offer is made is at least $500,000; or

(b) the amount payable for the securities on acceptance by the person to whom the offer is made and the amounts previously paid by the person for the body's securities of the same class that are held by the person add up to at least $500,000; or

(c) it appears from a certificate given by a qualified accountant no more than 6 months before the offer is made that the person to whom the offer is made:

(i) has net assets of at least $2.5 million; or

(ii)has a gross income for each of the last 2 financial years of at least $250,000 a year.

1. Registration Process

In order to register with us you need to complete the appropriate form hereunder and return it to us via e-mail or to First Corporate Pty Ltd, PO Box 7218 Cloisters Square, Perth WA 6850.

A person registering as a Sophisticated Investor must have the certificate signed by a qualified accountant. "Qualified accountant" means a member of a professional body that is approved by ASIC in writing. ASIC has indicated that it will approve any member of the Australian Society of Certified Practising Accountants, The Institute of Charted Accountants or the National Institute of Accountants.

Corporations Law requires you to provide us a new certificate every 6 months. We will be in contact at the appropriate time to check your contact details are still current and forward you the re-registration pack.

2. Who should I contact?

If you have any questions regarding the registration procedure please contact Jeffrey Broun directly on (08) 9480 1111.

Click here for the Sophisticated Investor Application/Certification

In addition to the Sophisticated Investor Registration Process please also complete the following form:

Investor Information Sheet

Contact Details

Name
Company/Firm
Business Address
Phone Business
Fax Business
Email

Investment Information

Industries of Interest
Industries in which you would not consider investing
Preferred Location(s) of Investee
Preferred type of investment
Approximate total investment
Approximate minimum/maximum investment in individual companies/projects
Do you require Board representation? Yes No
Specific Investment Requirements and other comments
 

  

 

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