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LP application - pending wholesale certificate acceptance

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LP application - pending wholesale certificate acceptance

Email template you can use to reply to successful syndicate applications you are accepting from investors who still need to obtain a whole certificate.

Last updated on 08 Dec, 2025

Subject line: Thanks for applying to join my syndicate

Hi [first name],

Thanks for applying to join my syndicate, I would be very happy to accept you!

I'll be sharing some exciting deals with my network soon.

You indicated that you don't have your sophisticated investor certificate yet, unfortunately I won't be able to share any of my deals with you until you do.

Don't worry it's really easy, you just need to ask your accountant to sign off. You can find a sample certificate at the bottom of this page: https://asic.gov.au/regulatory-resources/financial-services/financial-product-disclosure/certificates-issued-by-a-qualified-accountant/

If you don't have an accountant for your angel investing activities yet, let me know, Aussie Angels can introduce you to one!

Just ping me when you have that completed so I can make sure you get the deals!

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