tailored range of solutions to help business growth

Our tailored range of solutions help business growth plans and ultimately co-align our investors interests for the long term

Investments

Baillie’s Investment Offers

Qualifying investors can register to discuss becoming a co-investor with us and access our exclusive investments offers through Baillie Asset Management Ltd. These offers may include:      

  • Convertible Notes
  • Initial Public Offers (IPO’s)
  • Pre-IPO Opportunities
  • Property Syndicates (Non-residential)
  • Underwriting & Sub-Underwriting Opportunities
 

Range of Investment Offers

We seek out the best investment opportunities across all asset classes and industry sectors.

We specialise in:

  • Funding fast growing Australian businesses with high gross profit margins and with an aspiration to IPO in 2 to 4 years.
  • Non-residential property with a preference for develop and hold strategies.
  • Capital stable repositories paying high income.

Qualifying Investors

  1. Professional Investors – An individual or entity who controls at least $10 million of investments, securities, or holds an Australian Financial Services Licence.
  2. Sophisticated Investors – An individual who has aggregated net assets of $2.5 million, or has aggregated gross income for each of the last two financial years of at least $250,000 a year. A qualified accountant must certify the person satisfied one of these criteria and this certification must be renewed every two years.
  3. Experienced Investors – Where an AFSL holder such as Baillie Asset Management is satisfied on reasonable grounds that the person to whom the offer can be made has previous experience in investing in securities that allow them to assess
    • merits of the offer
    • value of the securities
    • risks involved in accepting the offer
    • their own information needs, and
    • adequacy of the information given by the person making the offer.

Subscription Terms

  1. There is no cost to register and there is no obligation to apply for any of the offers.

How to register

Step 1

Email us or contact us using the form below.

Step 2

We will request proof you are a qualifying investor.

Step 3

Once we have accepted your registration, we will then send investment offers to you as they become available.

Forms

 Form (pdf)

Use this Form to….

 Application Form

Apply to invest in a Fund – For new investors, please also complete the AML CTF Checklist.

Change of Contact Details

Update your address and other contact details.

 Change of Bank Details

Update your bank account details.

 Standard Transfer Form

Transfer your investment to another party.

 Withdrawal Form

Redeem your existing investment – both funds are currently closed for withdrawals

Anti-Money Laundering

The Australian Government has implemented Anti Money Laundering and Counter Terrorism Financing (AML/CTF) legislation designed to reduce the opportunity of money being generated through illegal activity from being converted into legitimate or clean funds. By combating money laundering, the government also aims to reduce crime and prevent the use of funds to finance terrorist activity.

The Australian Transaction Reports and Analysis Centre (AUSTRAC), the Government regulator for anti-money laundering and counter terrorism financing, have developed a flyer to help investors better understand the new legislation – click to download.

Baillie Assets Management Limited complies with its AML obligations and has an AML compliance program in place.

The Australian financial services industry is required to capture and retain specific customer information for new clients applying for products and services. This process is generally referred to as ‘know your customer’ or KYC.

Baillie, along with the majority of financial services organisations, will be using new identification forms to fulfil our obligations in this respect.

The new identification forms capture information relevant to the client/customer type and no new accounts can be opened without the appropriate form being completed.

The identification forms are based on the client/customer type outlined in the AML / CTF Checklist below:

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