Investor status
Verification & access
Your verification tier controls which offers and features are accessible to you.
Horton Family Super Fund
Current tier
Verified Wholesale
Verification status
Active
- Wholesale certificate basis
- s708(8) net assets ≥ A$2.5m or income ≥ A$250k p.a.
- Certificate valid to
- 04/06/2028
- Accountant / adviser
- James Whitfield · Meridian Advisory Partners
- ABN
- ·· ··· ··· 416
- TFN
- ··· ··· ···
- Identity verified
- Yes – AML/CTF check passed 15/11/2025
Access tiers
Each tier unlocks additional offer types and features.
- CSF (crowd-sourced funding) offers
- Standard disclosure documents
- Basic portfolio access
- All Retail access
- Wholesale offers (s708 Corporations Act 2001)
- Private credit, structured products, venture co-investments
- Physical gold programme
- Early-access pipeline
- All Verified Wholesale access
- SMSF-custody positions
- Trustee-level reporting and audit trail
- All SMSF access
- Adviser-delegated investment instructions
- SoA-linked deal execution
Wholesale investor acknowledgement
By accessing wholesale offers on VERIS you confirm that you are a wholesale investor within the meaning of s708 of the Corporations Act 2001 (Cth) and that you have received the Information Memorandum or other disclosure document for any offer in which you express interest.
This acknowledgement was last recorded on 15/11/2025. Contact your adviser to update your certificate or tier.
Investor verification is for eligibility screening only and does not constitute financial advice. VERIS does not provide personal financial advice. Past compliance with eligibility criteria does not guarantee future eligibility.