708 Certification

To be considered a 708 Wholesale Investor, you must meet the Corporations Regulations asset and income criteria which comprises of:

  • A gross income of $250,000, or more per annum in each of the previous two years or;
  • Net assets of at least $2.5 million

If you meet this criteria and would like to be offered 708 Wholesale investments from Emerald Financial Group, you can verify yourself by choosing one of the below options.

Option 1: Upload Your Accountant's Certificate

Option 2: Submit Your Accountants Details

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COVID Update: With the increased restrictions in Melbourne where our office is located we just wanted to mention that all Emerald Financial/TradersCircle services will remain unchanged through this period. Feel free to call an adviser as per usual, everyone will be working from home and future courses will be live-streamed. If you have any questions please call (03) 8080 5788. Stay safe everyone!