Banksia Price Pty Ltd (BPPL) offers Discretionary Portfolio Services (DPS) to wholesale clients as defined by Section 761G of the Corporations Act and therefore must meet at least one of the following criteria:

• Equity investment of at least $500,000 – Investors who invest at least $500,000 in response to an Offer (disregarding, as required under the Corporations Act, any loan funds from an associate of BPPL).
• Net assets of at least $2,500,000 – Investors who have net assets of at least $2,500,000 and who acquire Units for a purpose other than for use in connection with a business. At the time of making an application the investor must provide to BPPL a copy of a certificate given within the preceding six months by a qualified accountant that states the investor has net assets of at least $2,500,000.
• Gross income of at least $250,000 per year – Investors who have a gross income for each of the last two financial years of at least $250,000 a year, and who acquire . At the time of making an application the investor must provide to BPPL a copy of a certificate given within the preceding six months by a qualified accountant that states the investor has gross income for each of the last two financial years of at least $250,000 a year.
• Professional investor – Investors who are 'professional investors' as defined in the Corporations Act. For example, investors who control at least $10 million (including amounts held by an associate or held under a trust that the investor manages).

Trading Program

BPPL employs trading strategies that utilize mathematical analysis of technical factors relating to the market's performance. BPPL employs an active management strategy that capitalizes on directional movements in the market. The systematic, technical trading and risk control methods are utilized to seek substantial medium and long term capital appreciation while, at the same time, seeking to manage risk and volatility.

The individual trades are managed with the use of proprietary software seeking to offer its clients an advanced, highly disciplined, rule-based investment approach that seeks to generate superior risk adjusted returns from trading derivatives.

BPPL is constantly undertaking research into techniques and technology, seeking to improve its trading performance. Improvements will come in the form of diversification into additional markets and adding new robust systems provided the result proves to have a low correlation to existing results. This will further improve the return / risk profile of our overall trading.