Sophisticated Investors

A person who has aggregated net assets of A$2.5 million or has aggregated gross income for each of the last two financial years of at least A$250,000 a year, to be certified by a qualified Accountant.

Where the investor is not in any of the above categories, Acumen Investors provides the following to the investor

FSG – Financial Services Guide that explains retail services and fees charged. A copy of the FSG can be accessed here
SOA – Statement of Advice confirming Personal Advice for retail clients.
AFCA/IDR – Access to AFCA or internal dispute resolution/complaints handling procedures for retail clients.

Internal Dispute Resolution:
The Compliance Manager, Acumen Investors
Email: contact@acumeninvestors.com.au

The Australian Financial Complaints Authority
www.afc.org.au
Tel:1800 931 678
Email: info@afc.org.au
Mail: GPO Box 3, Melbourne VIC 3001

Acumen Investors is covered by a Professional Indemnity Insurance Policy which satisfies the requirements for compensation arrangements under section 912B of the Corporations Act.