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Wholesale Client Defintion

THIS WEBSITE IS ONLY AVAILABLE FOR WHOLESALE CLIENTS IN AUSTRALIA

By confirming that you are a Wholesale Client within the meaning prescribed under section 761G of the Corporations Act, you will gain access to information on this website that is intended exclusively for Wholesale Clients. Information should not be relied upon by Retail Clients within the meaning prescribed under section 761G of the Corporations Act.

This website and any product, content, information, tools or services provided or available through the website are provided to Wholesale Clients for informational purposes only and does not constitute a recommendation to buy or sell any security or fund interest. Nothing on the Website shall be considered a solicitation for the offering of any investment product or service to any person in any jurisdiction where such solicitation or offering may not lawfully be made. This website is not, and must not be treated as, investment advice, investment recommendations, or investment research. In making an investment decision, prospective investors must rely on their own examination of the merits and risks involved and before making any investment decision, it is recommended that prospective investors seek independent investment, legal, tax, accounting or other professional advice as appropriate.

Please understand that while we will make reasonable efforts to ensure the material on the site is as accurate and timely as possible and that disruptions of service are minimal, we make no warranty or guarantee concerning the availability of this site or the services or the accuracy of the information on it. These views and opinions are based on the information available at the time, are subject to change without notice, and may not necessarily be shared by Luna Management Pty Ltd AFSL 559462, or its employees, in general. Although every effort is taken to ensure that the information contained herein is accurate, we make no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information.

The information on this website is solely intended for use by Wholesale Clients as defined under section 761G of the Corporations Act which includes:

  • a person that invests a minimum of A$500,000;
  • where the relevant financial product or service is not provided for use in connection with a business, a person that can demonstrate, by way of an accountant’s certificate, that the person has (or is controlled by a person who has) net assets of at least $2.5 million or a gross income for each of the last 2 financial years of at least $250,000;
  • an Australian financial services licensee whose Australian financial services licence covers the provision of financial services that are not limited to claims handling and settling services;
  • a person who is regulated by APRA, other than a trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme;
  • a person registered as a body under the Financial Sector (Collection of Data) Act 2001 (Cth);
  • a person who is the trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme and the fund, trust or scheme has net assets of at least $10 million;
  • a person that has or controls gross assets of at least $10 million (including any assets held by an associate or under a trust that the person manages);
  • a person who is a listed entity, or a related body corporate of a listed entity;
  • a person who is an exempt public authority; and
  • a person who is a body corporate or an unincorporated body that carries on a business of investment in financial products, interests in land or other investments, and for those purposes invests funds received following an offer or invitation to the public where the terms of the offer provided for the funds subscribed to be invested for those purposes.

Last updated 19 September 2024.


Sydney • Melbourne

luna@lunapartners.com.au

Copyright © Luna Partners 2025
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