BrickX - Professional And Sophisticated Investors
Diversify your BrickX investments by accessing additional exclusive professional and sophisticated investor opportunities.
Flexibility to opt in and out of BrickX professional and sophisticated offers.
Access opportunities from BrickX and the wider BrickX Group.
Participate in offers alongside other qualified professional and sophisticated investors.
How to get started
Easy Sign UpSign up from your dashboard – The first step to investing as a professional and sophisticated investor with BrickX.
Register as a professional and sophisticated investorWe will verify your Qualified Accountants certificate and let you know when you are ready to participate in excluded offerings to professional and sophisticated investors.
Sign up from Dashboard
Deposit FundsLog in to your BrickX account to deposit funds and start investing.
What is a Professional Investor?The definition of a professional investor encompasses several factors. The key attributes considered are whether the investor:
- holds an Australian Financial Services License (AFSL);
- is regulated by the Australian Prudential Regulation Authority (APRA); or
- controls at least $10 million worth of assets.
What is a Sophisticated Investor?A sophisticated investor is an investor who has a certificate from a qualified accountant certifying that they have:
- net assets of at least $2.5 million; or
- a gross income for the previous two years of at least $250,000.
What reports will I receive?Once your BrickX Account is set up, all your investment information and reporting is available through the Account Dashboard, including your portfolio performance, transaction history, distribution payments, transaction confirmations, financial year-end reports and tax statements. Should you participate in a professional and sophisticated offering presented to you by a related BrickX party – similar reporting will be provided to you in relation to your investments.
What are the Fees?BrickX charges a 0.5% transaction fee when you buy Bricks and a 0.5% transaction fee when you sell Bricks. Whether you hold your Bricks for 2 months or 2 years, you’ll only ever pay 0.5% of the transaction value each time you buy and sell. There are no funds under management, performance, contribution, service, or withdrawal fees. Should you participate in a professional and sophisticated offering presented to you by a related BrickX party – fees specific to that offer will be outlined to you in an additional information memorandum.
How is BrickX structured?The BrickX Platform is a managed investment scheme that is registered with ASIC. Each BrickX property is held in a separate trust by an external Trustee, BrickX Financial Services Limited (BrickX Financial Services) who holds AFSL No. 494878. BrickX is the owner of the technology and website behind the BrickX Platform. BrickX is a wholly owned subsidiary of Thundering Herd Pty Ltd and as such is able to access and offer additional forms of investment opportunity to qualified professional and sophisticated investors, with any such offer being regulated by the Australian Financial Services Licences it holds within the wider group of Thundering Herd owned companies.