Wealthpool Group Investment FAQ

WHAT ARE THE TAX IMPLICATIONS?

The decision to invest should always be personalised to an individual's unique financial situation and objectives. Seeking independent tax advice is essential to fully understand the tax implications of any investment.

By consulting with a qualified tax advisor, investors can gain insights into how an investment aligns with their overall financial plan, including considerations related to tax liabilities, deductions, and strategies for optimizing after-tax returns.

This approach ensures that investors can make well-informed decisions that are tailored to their specific circumstances and financial goals.

WHEN WILL I RECEIVE CONFIRMATION THAT MY APPLICATION HAS BEEN SUCCESSFUL?

Share certificates typically provide details about your investment, including the number of shares or units purchased, the investment amount, and any relevant account information.

If you haven't received your share certificate within the specified timeframe, it's a good idea to reach out to the investment firm or entity handling your application. They can provide you with updates on the status of your statements and address any questions or concerns you may have.

Overall, receiving your share certificates within 7 business days demonstrates efficient processing and helps ensure that you have timely access to important information about your investment.

WHAT IS THE PRIORITY OF PAYMENTS?

Redeemable preference shareholders typically have priority over ordinary shareholders when it comes to receiving dividends and returning capital.

This preferential treatment is a key feature of redeemable preference shares and is designed to provide a level of security and certainty to preference shareholders. It's important for investors to review the terms and conditions of the preference shares, including the dividend rate, redemption provisions, and any other rights or privileges conferred, to fully understand their investment and the priority of payments in various scenarios.

WHAT HAPPENS IF I NEED TO EXIT EARLY?

Once lent, the borrower has an expectation the funds will be available in accordance with a predefined schedule. We may be able to substitute your investment funds with an existing Investor or new Investor. There are also projects which require a shorter borrowing timeline which we may suggest to you should you require an earlier maturity date.

Exiting early from an investment, particularly one involving redeemable preference shares, can depend on several factors, including the terms and conditions outlined in the investment agreement or offering documents.

CAN I ADD FURTHER INVESTMENT LATER?

Absolutely. In the event that the existing opportunity has reached full subscription, any new funds received can be directed towards a new investment opportunity. Furthermore, existing lenders have the option to increase their holdings by increments of $25,000, allowing for further participation in our income-generating ventures.

To capitalize on this lucrative opportunity and enhance your earning potential, we invite you to request your complimentary information pack today. Discover how you can expand your investment portfolio and secure consistent returns by taking advantage of this exclusive offering.