SelfWealth Limited – Shared Economy Trading Platform ***IPO...

SelfWealth Limited – Shared Economy Trading Platform



***IPO LISTING*** SelfWealth will list Tomorrow 23rd November 2017 9:30am WST


WE EXPECT STRONG BUY DEMAND ON DAY 1


Company Snapshot (Pro Forma Maximum Raised)

Shares on Issue: 130,277,780

Options: 11,962,301

Price: 20c

Cash: ~$8.38M

Market Cap @ 20c ~$26M (undiluted)

EV: ~$17.62M (undiluted)



SelfWealth is an exciting potentially disruptive brokerage service with Peer to Peer (P2P) portfolio construction functionality for Australian investors.

The Company is focused on Australia’s growing network of self-directed super fund investors who control one-third of the $2.3 trillion superannuation sector.


http://www.copyright link/business/...-to-hit-asx-by-early-december-20171117-gznham



Key Information:

• Provides a flat fee brokerage service to its clients.
• Enables clients to trade online for only $9.50 per trade, irrespective of trade size.
• Offers a tailored Peer to Peer network for clients to track the portfolio performance of other clients (in real time) on a depersonalised-basis.
• Provides easy access to investment tools, research and stock news.
• SelfWealth’s Peer to Peer online network provides clients with low transaction costs and substantial data / software tools to assist clients in making their own investment decision.
• Clients access online network tools to compare their portfolio’s performance against those of other clients (on a depersonalised basis) and generally the market.
• Clients can follow other clients based on portfolio performance, risk profile (e.g. balanced or growth), performance preference, investor type (SMSF, Individual) and access online software tools such as SafetyRating and WealthCheck Score.
• Clients can see how other clients (on a depersonalised basis) with a similar stated risk profile are investing and what returns those other clients are achieving.

Revenue Sources


SelfWealth Ltd holds an Australian Financial Services License (AFSL) and currently derives revenue from 3 key sources:


·SelfWealth TRADING – Revenue from flat fee buy and sell trades at $9.50 per trade.

·SelfWealth TRADING Cash account –interest on client monies held in the SelfWealth TRADING Cash Account.

·SelfWealth PREMIUM – Membership subscriptions paid either monthly or annually to access our Peer to Peer portfolio construction network.






Growth Strategy


SelfWealth is focused on Australia’s growing network of self-directed investors and aims to grow its market share and revenue by:

• Accelerating marketing activities to target potential new clients from those Australians intent on conducting independent trading in the next 2 years or who are keen to start investing, but who aren’t currently trading.
• Targeting intermediaries such as Independent Financial Advisers (IFAs) and AFSL holders through promotion, sponsorship and product development, who are keen to gain a competitive advantage by partnering with SelfWealth. For SelfWealth these partnerships. Have the objective to increase online client numbers which in turn are anticipated to increase TRADING and PREMIUM revenues.
• Continuing to develop business enhancements, new products and services not currently available for SelfWealth online clients. At the present time, SelfWealth is of the view that margin lending and exchange traded products could be of interest in the future to SelfWealth clients.
• SelfWealth has entered into a 7 year distribution agreement (expiry March 20 2024) with BGL Corporate Solutions Pty Ltd (BGL Distribution Agreement)

Management