Insights

Individual investor

We recommend individual and non-professional investors looking to invest in Fidelity funds seek guidance from a financial intermediary or their financial adviser.

Financial adviser, wholesale investor or institutional investor

Note that by proceeding to the financial advisers/wholesale investor portal, you certify that you are either:

• an Australian Financial Services (AFS) licensee or an authorised representative, employee or director of an AFS licensee and you are authorised to provide personal advice to retail clients in relation to managed investment schemes; or
• a wholesale investor within the meaning of Section 761G of the Corporations Act 2001.