Register - Private Client Enquiry

Katniss

Pty Ltd

Client Information

We only use this information to verify your eligibility and to prepare the right discussion. All documents are attached securely to the email sent to our team and are never stored on the website.

accounts@katnisspty.com

Personal

Address

Profile

Documents

Review

Personal details

Start with your legal name, primary contact, and ID essentials.

First name*

Please enter your first name.

Last name*

Please enter your last name.

Email*

Please enter a valid email address.

Phone

Date of birth

Nationality

Residential address

Used for identity verification under AML/KYC rules.

Address line 1

Address line 2

City / suburb

State / region

Postal code

Country*

Please enter your country of residence.

Investment profile

Tell us how you invest and what you're interested in.

Investor type

IndividualPersonal private-client capacity

SMSF / TrustSelf-managed super or family trust

CompanyPty Ltd or holding entity

InstitutionalFund, family office, foundation

Estimated investable assets

Investment experience

Area of interest

Time horizon

Primary objective

Source of funds

Notes (optional)

Supporting documents

Optional but recommended. Upload as many files as you like.

Passport or driver's licence

Accountant's sophisticated-investor certificate (if available)

Proof of address (utility, bank statement)

Trust deed or company extract (if applicable)

Drop files here or browse

Any file type · up to 40 MB per file · 40 MB total

Review & submit

Double-check everything below, accept the acknowledgements, and submit.

Acknowledgements

I confirm I am (or I am acting for) an eligible private client under applicable Australian law, or I am enquiring in order to determine whether I qualify. I acknowledge that Katniss Pty Ltd provides general financial product advice only (not personal advice) and has read the Financial Services Guide. I have read and accept the Privacy Policy and consent to Katniss Pty Ltd processing my personal information and documents for the purpose of this enquiry.

Step 1 of 5

Nothing moves forward until you speak with a member of our team. For a direct enquiry email accounts@katnisspty.com.