Accountants

Simple and Convenient Management of Sophisticated Investor Certificates

Cygura makes certifying your clients as sophisticated investors or wholesale clients simple.


Replacing traditional paper certificates with a simple online system, Cygura enables you to electronically certify your clients in minutes.


You’ll even receive email notifications when your clients’ certificates are about to expire, so you can certify again and ensure they never miss another investment opportunity. View some quick tips here

How Cygura works for accountants

Features

Fully Compliant

Cygura electronic certification is a compliant way for accountants to certify sophisticated investors and wholesale clients for the purposes of Chapters 6D and 7 of the Corporations Act.

Paperless

Cygura eliminates the need for paper certificates, data entry of client information and maintaining a manual certificate registry.

Value Add

Proactively manage client relationships by notifying clients when their certificate is about to expire.

Inbuilt Reporting

Generate As At Reports showing the investor status of your clients in seconds.

Numbered Certificates

All Cygura electronic certificates are numbered, simplifying compliance and auditing.

Secure

Your clients' information is only available to the advisors and product providers they've nominated.

How Cygura works for Accountants

Step 1

Register with cygura at portal.cygura.com.au

Step 2

Add your clients by clicking “add” on My SIs page. Clients can be added individually or via a bulk upload.

Step 3

Your client receives an email to complete registration with Cygura*.

Step 4

Certify your client electronically as a wholesale client or sophisticated investor, provided they meet the requirements. You can view quick video here.
Your client can now share their certificate with financial advisors and product providers. Log in anytime to view your clients' status, expiry and certificate number or to generate reports. Don't forget, Cygura will notify you and your client one month before certificate expiry.

*Your client must register before you can certify.
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"We travel a fair bit and I invest directly with certain issuers for my trust and SMSF. I don't like having to go to my accountant and getting 2 certificates signed each time. Cygura means I now only have to do this once for each entity, and I can be interstate."
Nick (Sophisticated Investor)
“We now advise all of our sophisticated investors they can use Cygura. As an online solution it makes the whole process easier. The client can stop chasing their accountant for certificates and we can log in and check their status instantly.”
Katherine, Fund Manager
“Keeping track of paper-certificates has always been labour-intensive and fraught with compliance risk. Now we can generate As-At reports showing the status of our clients’ investor certificates at any point in time.”
Darren, Investment advisor
We use Cygura for all of our sophisticated investor certification. Their simple, automated process is exactly what we were looking for and fits perfectly with our own business approach.”
Andrew Petris, Founder of Timelio
“Cygura is like moving from using cheque books to internet banking.”
Brendan, Accountant
“I take certifying my clients very seriously. After reviewing assets or income, I sign the form, scan a copy for file, and send the original back to my client. This takes time. Cygura is real time, keeps the record for me, and reminds me about upcoming expiries. I like to be on the front foot with my clients.”
David, Accountant

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