How it works

Four moves. One portfolio.

Request an invitation, verify once, and register interest from a curated rail of offers – each one diligenced before it appears. Everything you hold lands on a single verifiable statement, with cash sitting beside it.

The journey

From invitation to statement, deliberately.

From introduction to a working portfolio, in order. No step repeats – your verification persists, your statement consolidates, and the rail keeps refreshing beside it.

01

Request Invitation

Access is by invitation, not sign-up. Request an invitation with a brief profile – who you are, how you invest, and the entities you hold through (individual, company, trust or SMSF). If VERIS is the right fit, an invitation follows.

02

Verify

Identity check and investor tiering, completed a single time – retail (CSF) or verified wholesale under s708 of the Corporations Act, certified by a qualified accountant. Your tier persists across every offer that follows. No offer detail opens before this step.

03

Invest by expression of interest

Register an indicative, non-binding expression of interest in any open offer matched to your tier. The Volt Capital team coordinates documentation from there – nothing settles on the platform, and no interest is binding until formal documents are signed off-platform.

04

Hold and report

Completed positions land on your consolidated statement – allocated gold, private credit, placements and venture beside your AUD cash account. Every position is reconciled against the custody register and reported statement-grade, dated DD/MM/YYYY.

Custody + statements

Held, not promised.

Holding well is the product. Once a position lands, the work becomes quiet, verifiable record-keeping.

Custody register, reconciled

Every position on your statement traces to the custody register – physical gold is allocated in your name with refiner and fineness recorded, and securities are held with the registry detail visible. The statement describes what exists, nothing more.

Statements, itemised and dated

One consolidated statement across the whole shelf – a single figure at the top, every line traceable beneath it. Issued dated and itemised, in AUD, and kept audit-ready for your accountant or fund administrator.

Cash beside the portfolio

An AUD cash account sits beside your holdings on the same statement – visible in the same ledger, funded by bank transfer only, ready when documentation on an expression of interest completes.

Custody and reporting arrangements are described in the offer and membership documents provided after verification. [TODO:AFSL – pending compliance sign-off]

The rail

What step three looks like.

A taste of what verified members see – each offer diligenced before it appears. As at 12/07/2026.

Teaser only. Expressions of interest are indicative and non-binding – no offer is made, and no application settles, on this page.

TierRetailTierVerified WholesaleTierSMSF

Every member is identity-checked and tiered before any offer detail opens. VERIS is an information and expression-of-interest platform: nothing on this page is financial advice, no offer is made on this page, and no application settles here.

[TODO:AFSL – pending compliance sign-off]

It starts with the invitation.

Tell us who you are and how you invest. If VERIS is the right fit, we verify your tier, open your portfolio view and put the rail in front of you.

Expression of interest only · access is by invitation and identity check.