Wholesale Investor Questionnaire

About You

Name(Required)

First Last

Email(Required)

We'll use this email to communicate relevant updates.

Phone(Required)

If necessary, we will call to confirm details.

What type of entity will you use to invest?(Required)

Wholesale Investor Tests

Will you be investing AUD$500,000 or more?(Required)

Yes

Do you have net assets of at least AUD$2.5 million?(Required)

Yes

Net assets may include property or superannuation funds.

Have you earned gross income of at least AUD$250,000 for each of the last 2 financial years?(Required)

Yes

Which of the following applies to you or your investment entity:(Required)

Please attach an accountant’s letter verifying your wholesale investor status, if available.

Max. file size: 256 MB.

Investing Experience

Which of the following have you invested in? For each, provide the year started and a brief description of your strategy: Managed funds, ETFs, Equities/shares, Unlisted/private funds, Superannuation (where you selected the investment option). For any unlisted/private investment, also provide the approximate amount invested, whether you received an Information Memorandum, and the outcome.(Required)

From your perspective, what are the key risks of investing with Lumenary?(Required)

As an investor in a managed fund, describe how the value of your investment in the fund is determined.(Required)

How would you go about assessing whether the Lumenary Global Founders Fund is a sound investment? What would you look at?(Required)

What information do you need in order to decide whether to invest, and how have you obtained that kind of information for previous investments?(Required)

Has Lumenary given you enough information to make your decision? If not, what else do you need?(Required)

Will the investment be used for a business purpose, rather than held solely as an investment?(Required)

Yes

Please attach any documents that support your answers above, such as portfolio or holding statements, contract notes, information memorandums, CVs or evidence of qualifications.

Drop files here or

Max. file size: 256 MB.

Wholesale Investor Questionnaire

About You

Wholesale Investor Tests

Investing Experience

Confirmation