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HOW TO INVEST

Applications can be made online.

The Adaptive Alpha Research Starling Fund is an Australian wholesale (unregistered) managed investment scheme open to “wholesale clients”* as defined by the Corporations Act. The minimum initial investment is $100,000 (unless otherwise agreed).

Apply online

When applying online you will be transferred to Olivia123, a secure 3rd party online application process for Australian managed funds. If you have not used Olivia123 before you will be required to register before proceeding to the Adaptive Alpha Research Starling Fund application form.

*Typically, a wholesale client in Australia must meet one of the following requirements:

  1. Be investing $500,000 or more into the opportunity
  2. Have net assets of more than A$2,500,000 or gross income of at least A$250,000 per annum over the last two financial years. An investor who meets either of these criteria is required to provide a certificate from a qualified accountant confirming this.
  3. Be classified as a Sophisticated Investor and demonstrate sufficient investing experience and knowledge to weigh the risks and merits of the investment opportunity. An investor who believes they meet these criteria is required to either provide a confirmation from their financial advisor or provide proof by completing a questionnaire via Olivia123. Once submitted, the Fund’s Trustee or the Administrator will review the questionnaire and confirm whether the appropriate criteria are met.
  4. Satisfy the professional investor requirement set out in section 708(11) of the Corporations Act if:
    1. You are a financial services licensee; or
    2. You have or control gross assets of at least $10 million.

Adaptive Alpha Research is an investment model service offering based in Australia.

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Adaptive Alpha Research Pty Ltd (ABN 21 659 177 536) is the holder of Australian Financial Services Licence (AFSL) No. 554884. We are authorised to provide general financial product advice only and to deal in certain financial products, including issuing interests in managed investment schemes (MIS). Our licence authorises us to provide these services to wholesale clients only, as defined under section 761G of the Corporations Act 2001 (Cth). If you are a retail investor, you are not eligible to access our services. Nothing on this website should be taken as personal advice. The information provided does not take into account your objectives, financial situation, or needs. You should consider whether the information is appropriate to your circumstances and obtain independent financial, legal, and tax advice before acting on any information. MIS interests are available only to wholesale clients. No Product Disclosure Statement (PDS) or Target Market Determination (TMD) is provided, as these are not required for wholesale offers. Investments in MIS carry risk, may have limited withdrawal rights, and any offer is made only via an Information Memorandum (IM). All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance. While we take reasonable care to ensure the accuracy of information on this website, Adaptive Alpha Research Pty Ltd does not guarantee its completeness or accuracy and disclaims all liability for any loss or damage arising from reliance on this information.