Simple and Convenient Management of Sophisticated Investor Certificates

Cygura makes certifying your clients as sophisticated investors or wholesale clients simple.

Replacing traditional paper certificates with a simple online system, Cygura enables you to electronically certify your clients in minutes.

You’ll even receive email notifications when your clients’ certificates are about to expire, so you can certify again and ensure they never miss another investment opportunity. View some quick tips here

How Cygura works for accountants

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Features

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Fully compliant

Cygura electronic certification is a compliant way for accountants to certify sophisticated investors and wholesale clients for the purposes of Chapters 6D and 7 of the Corporations Act.

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Paperless

Cygura eliminates the need for paper certificates, data entry of client information and maintaining a manual certificate registry.

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Value add

Proactively manage client relationships by notifying clients when their certificate is about to expire.

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Inbuilt reporting

Generate As At Reports showing the investor status of your clients in seconds.

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Numbered certificates

All Cygura electronic certificates are numbered, simplifying compliance and auditing.

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Secure

Your clients' information is only available to the advisors and product providers they've nominated.

How Cygura works for Accountants

Your client can now share their certificate with financial advisors and product providers. Log in anytime to view your clients' status, expiry and certificate number or to generate reports. Don't forget, Cygura will notify you and your client one month before certificate expiry.

*Your client must register before you can certify.

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