Institutional (Insto) Account Opening

It is up to you to decide if an account should be opened as "Retail" or "Institutional/Insto".

Below is a general definition of an insto account:

1. A Professional Investor who is a person who has or controls gross assets of at least $10m, or operating on behalf of an AFSL; and  
2. Are investing the money of others on their behalf; and
3. Settles DVP
   
   

Click here to download the institutional account opening form.