Lumenary Investment Management | Investor Questionnaire

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Our fund is open to Wholesale / Sophisticated Investors (as defined in the Australian Corporations Act).

If you are interested in our fund, please fill out the following 2-minute questionnaire to establish your status as a Wholesale / Sophisticated Investor.

We will be delighted to be in touch with you to discuss further.

With thanks,

Lumenary Investment Management

1. What type of entity will you use to invest with Lumenary?*
- Individual(s)
- Trust / Superannuation Fund with individual trustee
- Trust / Superannuation Fund with corporate trustee
- Company
- Partnership
- Association or Cooperative
2. What is your investment horizon?*
- Less than 5 years
- 5 to 10 years
- More than 10 years
3. First name*
4. Email*

We will confirm your eligibility via email and will keep you updated with our performance on a quarterly basis.
5. Phone*
We may need to call to clarify your Wholesale Investor status.
6. Do you plan on investing AUD $500,000 or more with Lumenary?*
- No
- Yes
7. Do you have net assets of at least AUD $2.5 million? (Note this may include property or superannuation funds that belong to you. We will require a letter from your accountant to verify this).*
- No
- Yes
8. Have you earned a gross income of at least AUD $250,000 for each of the last 2 financial years? (Note we will require a letter from your accountant to verify this).*
- No
- Yes
9. Please indicate which of the following applies to you or your investment entity:*
- Engages in the business of investing professionally
- Controls AUD $10 million or more of net assets
- AFSL holder
- Regulated by APRA
- Is a listed entity
- None of the above
Investing experience
Given your above responses, we need to determine if you have enough investing experience. Please provide as much information below as possible to describe your level of investment skill.
10. Please indicate if you have previously invested in any of these products, the year you began investing and a brief description of your strategy.
Product
- Managed funds
Year and Strategy*
Product
- Exchange Traded Funds
Year and Strategy*
Product
- Equities / shares
Year and Strategy*
Product
- Unlisted funds
Year and Strategy*
Product
- Superannuation fund where you have decided the investment product option
Year and Strategy*
11. From your perspective, what are the key risks of investing with Lumenary?*
12. As an investor in a managed fund, describe how the value of your investment in the fund is determined.*
Email
This field is for validation purposes and should be left unchanged.

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Email: [email protected]

Level 5 North Tower, 485 La Trobe Street, Melbourne VIC 3000, Australia

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