18 March 2024 Insight Lobbying leads to reinstatement of high net worth and sophisticated investor eligibility thresholds New Government legislation implementing a number of amendments to financial promotion exemptions has been updated after concerns over the unintended impact of the changes. Bookmark this page 2 min read
13 November 2023 Insight High net worth and sophisticated investor certifications are changing on 31 January 2024 - are you ready? Anyone carrying out equity fundraising from individuals should be aware that the financial promotions self-certification forms will change in January. The new certificates require higher thresholds for individuals to self-certify as high net worth individuals and sophisticated investors. Bookmark this page 3 min read