Company account
Important information: Vanguard Personal Investor company accounts are only available to companies that meet the following criteria:
Proprietary Company
Non-foreign controlled
Australian Shareholders
Company officers
The company is not an investment platform, a custodian, or a regulated entity or institution holding an Australian Financial Services Licence* for the purposes of undertaking investment activities on behalf of others.
*Note that a domestic company registered with ASIC is not the same as an ASIC regulated company. An ASIC regulated company requires an Australian Financial Services Licence (AFSL).
Company officer requirements
What you'll need to open a company account
*You can open a Vanguard Personal Investor Account if you have a financial adviser. However, at this stage your financial adviser won’t be able to access your account. You do not need to have a financial adviser to open an account.
*For fees, costs and minimums, please click here