
Disclaimer
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
who holds an Australian Financial Services License
who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993that is a body registered under the Financial Corporations Act 1974.
that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.that is a listed entity or a related body corporate of a listed entity
that is an exempt public authority
that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.

Thematic investing
New World Financials
Traditional finance is being re-shaped by dramatic demographic, technological and geographical change. The New World Financials strategy is banking on future disruption and the fresh growth these changes bring to financial markets globally.
trillion, global retirement savings gap by 2050
billion, persons classified as middle class in 2030
%, annual growth (CAGR) of online payments market through 2027
Why invest in New World Financials?
Older populations are living longer globally and many with insufficient savings. This growing retirement income gap is stimulating demand for new products to ensure individuals have the financial resources needed to live healthy and comfortably long into their golden years.
Meanwhile, digitally savvy upstarts are challenging the old world order and winning big with products that are cheap and conveniently accessed, especially in underserved emerging markets. To compete, banks and insurers are overhauling systems and services to attract
(and retain) new customers. Adding to the fray are e-commerce behemoths offering embedded credit and payment options to online shoppers.
The strategy
New World Financials invests in companies spurring innovation and disruption of the financial landscape. It focuses on traditional stalwarts benefiting from new waves of demand for banking, insurance, and long-term savings products. It’s also investing in newcomers who are using the scaling power of technology to offer low-cost, no-frills financial services to underserved populations in both developed and emerging markets.
Demand from next-gen populations around the globe are also creating next-gen growth opportunities through investments in fintech and e-commerce platforms as well as in the underlying tech enablers building the hardware and software infrastructure that make it all run safely and seamlessly.