A compliant and convenient way to manage your sophisticated investors and wholesale clients

Cygura eases the administrative and compliance burden when marketing sophisticated investment opportunities.

As Australia’s leading electronic Sophisticated Investor Certificate registry, accessing a list of your current certified clients is as close as your computer or mobile device.

You can even assist new clients to become certified by inviting them to register with Cygura.

Clients will be notified through their accountant when their certificate is about to expire, so they never need to miss another investment opportunity.

Features

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Simplify deal offers

Generate As At Reports, showing which of your clients are eligible for sophisticated and wholesale investment offers and download their certificates in seconds

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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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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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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.

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Expiry notifications

Your clients are notified before their certificate expires so they never need to miss an opportunity.

How Cygura works for Advisors

View client status, certificate number or download certificates on the “My Sis” page. Don’t forget, Cygura will notify you, your client and their accountant one month before certificate expiry.

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