Private Clients » Services » OMSPI – Sophisticated & Professional Investors

The Ord Minnett Sophisticated & Professional Investor Program (OMSPI) is simple and affords its members a whole range of investment opportunities.  Some of these unique offers may include;

• Pre-IPO capital offers
• IPO's, Hybrid and Fixed Interest Securities
• Equity placements
• Structured investment products
• Private Equity, Property syndicates and Hedge Fund participation.

To be involved in the OMSPI program, clients need to qualify as either a "Sophisticated" or "Professional" Investor under the Corporations Act.  Registration in the Program allows us to regard you as a wholesale client.  As such, you will not need to be provided with retail disclosures, including Statements of Advice.

To download a copy of the qualifying criteria for the OMSPI program, including a Registration Form, click here