Discuss your opportunity

Let’s talk about your investment offering.

An introductory discussion helps you work out how we can support your product, what you already have in place and what is needed to bring the investor experience together under your brand.

Choose the conversation

Start with the opportunity in front of you.

Bring the proposition, intended investors and experience you want to create. For an existing fund, include the current product and service arrangements. The discussion can identify a practical commercial starting point for either.

New offering

Talk through your offering, intended investors, product approach and the branded experience you want to create.

Existing fund

Discuss the fund’s current rights, investor records and provider connections, and the experience you want to improve.

Name Required

Work email Required

Organisation Required

Opportunity description Required

Describe the proposed product, investor experience and outcome you want to launch. Do not include investor, property, identity or financial documents.

Optional details

Role

Existing investor or client base

For example: existing wholesale clients, members or advisers.

Asset, fund or product type

For example: property, private credit or an existing fund.

Retail, wholesale or both

Approximate AUM or intended raise

For example: $10m AUM or $5m intended raise.

Existing AFSL or CAR arrangements

For example: existing AFSL, CAR arrangement or not yet established.

Desired launch timeframe

For example: within 90 days.

Additional context

Optional context to help prepare a focused platform discussion. Do not include sensitive documents or personal financial information.

We use these business contact details to respond to this business enquiry and prepare a focused discussion about the potential platform configuration, in accordance with the privacy policy.

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