Cygura is Australia’s leading online Sophisticated and Wholesale Investor Certificate portal, giving you easy access to investment opportunities not available to retail investors.
With Cygura, you can create, share and manage your Qualified Accountant’s Certificate (or Sophisticated Investor Certificate) in real time, from any computer or device.
Unlike traditional paper-based certificates, Cygura certificates can be certified by your accountant, and shared with advisors and financial product providers in minutes. And you have complete control over who sees your certificate.
Your accountant will even receive electronic notifications when your certificate is about to expire, so you don’t miss out on investment opportunities.
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.
Cygura eliminates the need for paper certificates and maintaining multiple certificates with different advisors and product providers.
Create, share and manage your certificate any time, from anywhere in the world.
You have complete control over who can view your certificate.
You'll hear from Cygura one month before your certificate expires so you'll never be caught out.
Register, create or share your certificate with as many advisors and product providers as you chose for free.
Register with cygura at portal.cygura.com.au
Cygura emails your nominated accountant requesting certification.
Your accountant certifies you as meeting the requirements of a wholesale client or sophisticated investor.
Congratulations, you're now certified. Your certificate will be shared with the advisors and product providers you nominated.
Log in at any time to update your details or share your certificate.
"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