# Sophisticated Investor Verification

### Overview

CTRLSuper provides access to wholesale investment opportunities that are typically exclusive to sophisticated investors. To participate in these deals, Australian regulations require you to hold a valid Accountant’s Certificate. You can manage this documentation directly within the app.

### Steps

1. **Navigate to Settings**\
   Go to the **Manage** tab in the main navigation menu.
2. **Open Sophisticated Investor Settings**\
   Tap on **Sophisticated Investor** under the Account Overview section.
3. **Check Verification Status**\
   The screen displays your current status:

   * **Verified:** You are approved to invest. Your certificate expiry date is listed at the bottom.
   * **Action Needed / Expired:** You must upload a new certificate to continue investing in wholesale assets.

   <figure><img src="/files/PVy2KDLBcCiBgHdwXxLh" alt=""><figcaption></figcaption></figure>
4. **Upload Documents (If Required)**\
   If your status is not verified, follow the prompts on this screen to upload a current Accountant’s Certificate (signifying you meet the net asset or gross income tests).

### What Happens Next

Once your document is submitted, our compliance team will review it. Upon approval, your status will update to **Verified**, and the expiry date will be set (typically two years from the date of issue).

{% hint style="warning" %}
If your certificate expires, you may be restricted from entering new investment opportunities until a valid certificate is uploaded.
{% endhint %}

### Need Help?

If you run into any issues, contact the CTRLSuper support team at <support@ctrlsuper.com.au>.


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