Elevate your investment portfolio with access to IPOs and Placements with a Bell Direct account.

Bell Direct clients are given the opportunity to invest in Initial Public Offerings (IPOs), while Sophisticated Investors can participate in placements.

An IPO is the process by which a private company goes public, when its shares are listed on a stock exchange and can be traded as normal after the IPO.

A placement is a way for listed companies to raise equity capital via an offer of new shares to investors.

IPOs are available to all investors whilst Placements are only available to Sophisticated Investors.

IPO Opportunities

To find out more, please email advantage@belldirect.com.au.

Register as a Sophisticated Investor

Advantage

At Bell Direct Advantage we are committed to bringing you opportunities that sharpen your trading edge – and that includes joining our Sophisticated Investor Program. As a member, you’ll be able to access investment opportunities only available to wholesale clients. These opportunities include IPOs, hybrids, Placements and unlisted offers via Bell Potter Securities.

To access these exclusive offers you (and an accountant) will need to complete and return the Bell Potter Wholesale/Sophisticated Investor certificate, confirming that you have:

  • net assets of at least $2.5 million; or
  • gross income of at least $250,000 per year for the last two financial years.

The great news is that your Sophisticated Investor status will be valid for a period of two years, but as a wholesale client, it’s important to remember you may need to make your own evaluation of investment opportunities without being provided disclosure documents such as a Prospectus or Product Disclosure Statement (PDS).

Sophisticated Investor Program

How to apply

To register as a sophisticated investor, please have your accountant complete the below form.
Once completed, email the form to advantage@belldirect.com.au.

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