What is QEI Certification?
ASIC places restrictions on who can participate in high-risk early-stage investments. Only Sophisticated Investors are permitted to take up offers of securities from business introductory services (such as Angel Groups) . As part of its charitable purpose Angel Loop has established the Qualified Early-stage Investor (QEI) process for the public benefit to fulfil its charitable purposes and to ensure that all members of the community with the “inclination and capacity to invest” are able to be recognised as sophisticated and participate.
The QEI process supports two routes to be qualification.
- By Wealth (A letter from an Accountant) under Section 708(8) / 761G(7) or
- By Experience (or education) under Section 708(10) / 761GA where any Australian can obtain financial literacy via Education. Accredited course dates are listed at the bottom of the page.
Interested in attending an QEI Course?
Courses are run in-person around Australia. If you are interested in attending a public courses then times/date are listed at the bottom of the page. If you and your community are interested in the course and they are not run in your area please let us know and we would be happy to ask UQ to run the course in your area if there is enough interest.
What is the QEI Process?
An investor must be able to produce either a letter from their accountant or a Qualified Early-stage Investor Course Certificate. Either must not be more than 2 years old to be eligible to be recognised as a QEI.
The registration process currently at not charge.
Note: QEI Certificate holders under 761GA (i.e. education) are required to be approved on a ‘case-by-case’ basis by a legal intermediary (for instance via Angel Loop Nominees).