Last updated 2 years ago
How to get started with Fresh Equities
A guide to getting set up and ready to bid with Fresh.
Once you have completed your account set up you will be able to view term sheets and bid into any deal on Fresh!
We do not have a brokerage relationship with investors which means we don’t charge our investors any fees. What this also means is that you can sign up with one account and use all of your existing brokerage accounts - full service or online - to settle offers accessed through Fresh.
Step 1 : Personal Information
We will ask some typical personal information that includes basic details to help us personalise your experience with Fresh Equities:
Step 2: Investor Status Check
To view term sheets and bid through Fresh you will need to verify your investor status. The offers we participate in are made without a disclosure document and are regulated by section 708 of the Corporations Act. According to these rules, we are only able to deal with Wholesale investors.
Step 3: Identity Verification
As part of ASIC’s requirements to process bids and share information with you, we digitally verify your identity. This only takes a few minutes and requires a driver's license or passport.
Step 4: Bidding Entity Set-up
Bidding Entities are the CHESS registration details attached to your brokerage account. Fresh requires at least one Bidding Entity per investor so that allocations can go to the right place - into your account! This will be re-confirmed with you before you receive your first allocation.
You can set up however many Bidding Entities you like so that you can settle multiple offers to multiple accounts.
We will need the following information for set-up:
CHESS registered name
CHESS registered address
Please note: bidding entities can be updated any time via the Profile section.
Step 5: Start Bidding!
After you have created your account you will be able to view and bid into all the deals that Fresh gets access to!
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