ALL-INCapital Partners
Home Advisory Process Active Mandates About Contact

Wholesale Client Notice

ACN 690 928 995 Pty Ltd trading as All In Capital Partners (ABN 69 690 928 995), corporate authorised representative (CAR No. 001322188) of Wexted Financial Services Pty Ltd (AFSL 528444)

Last updated: July 2026


1. Wholesale Clients Only

All In Capital Partners ("AICP", "we", "us") provides its services exclusively to persons who qualify as wholesale clients under section 761G (and, where applicable, section 761GA) of the Corporations Act 2001 (Cth) ("Act") and, in relation to offers of securities, to investors to whom offers may be made without disclosure under section 708 of the Act.

We do not provide financial services to retail clients. If you are, or may be, a retail client, you must not rely on any information on this website and must not use any deal-related content made available by us.

2. Nothing on This Website Is an Offer

Information on this website is general in nature. It does not constitute financial product advice, a recommendation to acquire or dispose of any financial product, or an offer or invitation in respect of securities or any other financial product. Nothing on this website is directed at, or intended for use by, retail investors.

3. Who Is a Wholesale Client?

You may qualify as a wholesale client under one or more of the following tests. This is a summary only; the Act and its regulations govern.

3.1 Product-value test — s761G(7)(a)

The price or value of the relevant financial product or service is at least A$500,000 (as calculated under the Corporations Regulations).

3.2 Individual wealth test — s761G(7)(c) (qualified accountant certificate)

You provide a certificate from a qualified accountant (as defined in ASIC Corporations (Qualified Accountant) Instrument 2016/786 — generally members of CA ANZ, CPA Australia or the IPA) stating that you have:

  • net assets of at least A$2.5 million; or
  • gross income of at least A$250,000 for each of the last two financial years.

For Chapter 7 (financial services) purposes, the certificate is valid only if given within the preceding 2 years. Assets and income of companies or trusts you control may be counted in accordance with the regulations.

3.3 Professional investor — s761G(7)(d)

You are a professional investor as defined in section 9 of the Act, including (among others) AFSL holders, APRA-regulated bodies, listed entities, and persons who have or control gross assets of at least A$10 million (including any amount held by an associate or under a trust that the person manages).

3.4 Business test — s761G(7)(b)

The product or service is provided for use in connection with a business that is not a small business (a small business being one with fewer than 20 employees, or fewer than 100 if a manufacturing business).

3.5 Sophisticated investor by licensee assessment — s761GA

In limited circumstances, a client may be treated as wholesale where the AFS licensee is satisfied on reasonable grounds that the client has sufficient previous experience in using financial services and investing in financial products to assess the relevant matters, records its reasons in writing, and the client signs a written acknowledgment before or at the time the service is provided. This pathway is not available for certain products (including general insurance products, superannuation products and RSA products) or for services provided for use in connection with a business. Reliance on this pathway is at the discretion of the licensee, Wexted Financial Services Pty Ltd.

Wholesale client status is assessed for each financial product or service; qualifying under one test in relation to one product or service does not necessarily mean you are a wholesale client for all purposes.

4. Securities Offers — Section 708 Exemptions

Where we arrange or facilitate offers of securities, those offers are made only without disclosure under Chapter 6D of the Act, relying on exemptions including:

  • s708(8) — sophisticated investors: a minimum investment of A$500,000, or a qualified accountant certificate confirming the same A$2.5 million net assets / A$250,000 gross income (each of the last two financial years) thresholds. Note: for section 708(8) purposes the accountant's certificate must be no more than 6 months old — a shorter currency period than the 2-year period that applies under the Chapter 7 wholesale client test in section 3.2 above.
  • s708(10) — offers through a licensee: offers made through an AFS licensee that is satisfied on reasonable grounds of the investor's experience, with a written statement of reasons and a signed investor acknowledgment.
  • s708(11) — professional investors.

5. Evidencing Your Wholesale Status

Before we provide services or grant access to deal materials, we may ask you to evidence your wholesale client status by providing, as applicable:

  • a current qualified accountant's certificate (within the currency period applicable to the relevant test — 2 years for Chapter 7, 6 months for section 708(8));
  • written confirmation, with supporting detail, that you are a professional investor within section 9 of the Act;
  • evidence relevant to the product-value or business tests; or
  • any other information we or our licensee reasonably require.

We may decline to provide services, or withdraw access to any materials, until satisfactory evidence of wholesale status is provided.

6. Retail Persons Must Not Rely

If you do not qualify under any of the tests above, you are a retail client for the purposes of the Act. You must not rely on, act on, or make any investment decision based on information on this website or any materials we distribute, and you should not request access to deal content. Nothing on this website constitutes an offer to retail investors.

7. Consequences of Wholesale Classification

If you are treated as a wholesale client, certain protections available to retail clients under the Act will not apply to you. These include (among others): the requirement to receive a Financial Services Guide, Product Disclosure Statement or other regulated disclosure documents; design and distribution obligations (target market determinations); statutory cooling-off rights; and, in most cases, access to the Australian Financial Complaints Authority (AFCA) external dispute resolution scheme in respect of wholesale services. You should consider whether wholesale classification is appropriate for you and obtain independent advice if unsure.

8. No Personal Advice

We do not provide personal financial product advice. Any information we provide is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting, consider the appropriateness of the information and obtain independent professional advice.

9. Contact

All In Capital Partners Level 17, 68 Pitt Street, Sydney NSW 2000 Phone: +61 2 9099 1769 Email: enquiries@allincapitalpartners.com.au Web: allincapitalpartners.com.au

Questions about wholesale client status or this notice may be directed to the contact above.


ACN 690 928 995 Pty Ltd trading as All In Capital Partners is a corporate authorised representative (CAR No. 001322188) of Wexted Financial Services Pty Ltd (AFSL 528444).

All In Capital Partners

Level 17, 68 Pitt Street
Sydney NSW 2000, Australia

Contact

  • +61 2 9099 1769
  • enquiries@allincapitalpartners.com.au

Legal & Regulatory

  • Website Terms of Use
  • Privacy Policy
  • Wholesale Client Notice
  • Guide to Our Services
  • Complaints Handling Policy
  • Conflicts of Interest Disclosure
  • General Disclaimer

A.C.N. 690 928 995 Pty Ltd trading as All In Capital Partners is a corporate authorised representative (CAR No. 001322188) of Wexted Financial Services Pty Ltd (AFSL 528444). ABN 69 690 928 995.

The information on this website is intended for wholesale clients only, as defined in section 761G of the Corporations Act 2001 (Cth). It is general information only and is not a disclosure document, product disclosure statement, information memorandum, prospectus or offer. If you are not a wholesale client, you should not rely on any information on this website and should seek appropriate professional advice.

© 2026 All In Capital Partners. Sydney, Australia.