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You can opt-in to be classified as a Professional client subject to review and approval using our quick and easy application form.

If you’re able to answer yes to one of the following, you may be eligible:

  You have net assets of A$2.5 million, OR

  You have gross income for each of the last two financial years of at least A$250,000

When calculating your net assets remember to include the following: Your home, other properties/land, superannuation, trusts, shares, other investments, savings, value of business, car/boat/other vehicle

I confirm that I:

a)   know and understand the consequences of consenting to being treated by City Index as a Professional client

b)   consent to being treated by City Index as a Wholesale client; and

c)   know that I may at any time withdraw my consent upon which City Index will cease to treat me as a Professional client from the day that I informed City Index that I was withdrawing my consent.

  Please tick to confirm the statements above

   I confirm I wish to be treated as a Wholesale client as defined in chapter 7 of the Corporations Act (Cth) 2001. I acknowledge and accept that, having opted in to the Wholesale client status, this treatment will apply to all my transactions with City Index if you determined that I qualify as a Wholesale client.


We require a certificate from a qualified accountant, certifying your eligibility to apply for a Wholesale client status as per the selection made on this form. We will contact you with more details if your application is successful.