After entering some basic information you can start viewing investment opportunities immediately. However, before you invest for the first time you will need to complete the account setup process.
To do this, you will need various information and documents on hand, what documents you need vary depending on whether you invest as an Individual, Company, Trust or Partnership.
Investing as an Individual
Valid Passport or Drivers License
Tax identification number
Proof of address document (only if your address doesn't automatically validate)
Proof of Bank Account document
Investing as a Company
Valid Passport or Drivers License
Proof of address document (only if your address doesn't automatically validate)
Proof of Bank Account document
Company name & registration number
Company tax identification number
Contact information for any Beneficial Owners of the Company
Investing as a Trust
Valid Passport or Drivers License
Proof of address document (only if your address doesn't automatically validate)
Proof of Bank Account document
Trust name & registration number (if available)
Trust tax identification number
Trust deed document and any deeds of variation
Contact information for any Beneficial Owners of the Trust
Document verifying the Trust's Source of Funds
Investing as a Partnership
Valid Passport or Drivers License
Personal tax identification number
Proof of address document (only if your address doesn't automatically validate)
Proof of Bank Account document
Partnership name & registration number (if available)
Partnership tax identification number (if available)
Documents relating to the establishment of the partnership