I want more access
You and your client are enjoying the opening night of Matt Morgan’s new restaurant in Brisbane. It's semi-social so a little bit of business talk is expected. You’re interested to hear Randal’s news….

Randal: "I’ve just sold a business, so I’m in a position to extend my investment portfolio. I’ve been active in my investments for a few years, now I’m keen to find out about opportunities I may be missing".

The CommSec Sophisticated Investor Program (SIPI) comes to mind. You think about the eligibility criteria:

Banker: "Did you know that you qualify for CommSec’s Sophisticated or Professional Investor offering?
It offers access to deals not available to the general public, including ‘wholesale’ Initial Public Offerings (IPOs), select equity placements and fixed interest securities. There is also a streamlined process to open a margin loan.
I’ll introduce you to Hannah, a CommSec specialist and she can discuss priority access to exclusive investment information and IPOs".
