When applying online you will be redirected to Olivia123, a secure third-party online application platform for Australian managed funds. If you have not used this platform before, you will be required to register prior to accessing the Adaptive Alpha Research Starling Fund application form.

A wholesale client in Australia typically satisfies one of the following criteria:

• Invests $500,000 or more in the relevant financial product;
• Has net assets of at least A$2.5 million or gross income of at least A$250,000 per annum over the last two financial years. Investors relying on this test must provide a certificate from a qualified accountant;
• Is classified as a sophisticated investor, demonstrating sufficient investing experience and knowledge to assess the merits and risks of the investment. This may require confirmation from a licensed financial adviser or completion of a questionnaire via Olivia123, which will be reviewed by the Fund’s trustee or administrator; or
• Meets the professional investor criteria under section 708(11) of the Corporations Act 2001 (Cth), including where the investor is an Australian financial services licensee or controls gross assets of at least $10 million.

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