Fund availability and regulatory requirements may differ for clients with a wholesale investor status. 
 
You’ll need to provide a Macquarie Qualified Accountant's Certificate to update your client to wholesale status. The Qualified Accountant’s Certificate must be renewed every 2 years to remain wholesale in our systems.

How can I check if my client is wholesale for the purpose of investing in IM funds?

The client investor status linked to an account is available on the advice fee consent report under the column labelled 'investor'. 
 
To see your advice fee consent page: 

  1. Log in to Adviser Online
  2. Click Reporting in the side navigation
  3. Click the Advice Fee Consent option. 

For more information, please see our Investments for Wholesale Clients brochure. 

You can see our Qualified Accountant's Certificate here.

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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