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.
You can see our Qualified Accountant's Certificate here.
Fund availability and regulatory requirements may differ for clients with a wholesale investor status. For more information, please see our Investments for Wholesale Clients brochure.
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:
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Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.
