Cygura replaces traditional paper certificates with a central, online system that is transparent, compliant and up-to-date.
Qualified Accountant Certificates can be created, viewed, stored and downloaded from any computer or device in minutes. Each certificate is numbered to simplify reporting.
Cygura has been developed to provide industry best practice for compliance when offering investment opportunities to sophisticated investors and wholesale clients.
Generate As At Reports, showing which of your clients are eligible for sophisticated and wholesale investment offers and download their certificates in seconds.
Cygura eliminates the need for paper certificates, data entry of client information and maintaining a manual certificate registry.
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.
All Cygura electronic certificates are numbered, simplifying compliance and auditing.
Your clients’ information is only available to the advisors and product providers they’ve nominated.
Your clients are notified before their certificate expires so they never need to miss an opportunity.
Add your clients by clicking “add” on My Sis page. Clients can be added individually or via a bull upload.
Your clients receive a branded email to complete registration with Cygura. Clients nominate their accountant.
Accountant certifies their status as a wholesale or sophisticated investor.
Your client relationship management system is updated with the clients status, certificate ID and expiry.
Log in to Cygura at any time to download certificates or generate As At reports.
"We travel a fair bit and I invest directly with certain issuers for my trust and SMSF. I don't like having to go to my accountant and getting 2 certificates signed each time. Cygura means I now only have to do this once for each entity, and I can be interstate." Nick (Sophisticated Investor)
“We now advise all of our sophisticated investors they can use Cygura. As an online solution it makes the whole process easier. The client can stop chasing their accountant for certificates and we can log in and check their status instantly.” Katherine, Fund Manager
“Keeping track of paper-certificates has always been labour-intensive and fraught with compliance risk. Now we can generate As-At reports showing the status of our clients’ investor certificates at any point in time.” Darren, Investment advisor
We use Cygura for all of our sophisticated investor certification. Their simple, automated process is exactly what we were looking for and fits perfectly with our own business approach.” Andrew Petris, Founder of Timelio
“Cygura is like moving from using cheque books to internet banking.” Brendan, Accountant
“I take certifying my clients very seriously. After reviewing assets or income, I sign the form, scan a copy for file, and send the original back to my client. This takes time. Cygura is real time, keeps the record for me, and reminds me about upcoming expiries. I like to be on the front foot with my clients.” David, Accountant