January 2015

UK Membership Package Guide

Save time, save money, access more property.Australia’s largest aggregation of off plan property available to business is found on Investorist.

Trusted by Australia’s largest developers, project marketers and investment groups.

Investorist is now in the UK.

Now in the UK

A business to business off plan sales platform promoting and distributing properties to the UK, Australia, China, South East Asia and the globe through real estate agents, financial advisors and other relevant organisations.

With a patent pending on 4 unique technological and marketing attributes Investorist is one of the industry’s most innovative marketing products.

Investorist is used daily by a rapidly increasing number of relevant property professionals and provides a transparent platform for conducting business.

Who are our users?

Investorist’s users are leaders of the property industry. They are successful, affluent business people.

Developers / SellersListing on Investorist are Australia’s leading developers and real estate agents, they are selling units within new apartment projects or new houses within property developments.

Network partnersNetwork partners are real estate agents, financial planners, mortgage brokers or advisors that are searching for investment properties for their clients. They are the who’s who of the off plan investment property market and major contributors to the sale of properties within this very significant component of the real estate market, often marketing across borders.

Current clients

The who’s who of Australian property are already listing their stock on Investorist.

2Realestate.com.au

Investorist

Quick Facts 1 December 2014

Current Stock• Over 500 projects• Over 12,000 dwellings• Value over $11 billion

Members• Over 2,500• Australia• SE Asia• India• China• UK

Investorist is an open and transparent business to business market place providing:

An overview of features

Investorist is also a sophisticated stock management tool:

Detailed information on property development projects

Full, live price list on all property

Detailed suburb sales data

Ability to compare multiple properties

Share with clients functionality

Online, instant reservations

Messaging and contacts

White label solution

Distribute property accurately to specific businesses or whole markets

Keep track of extras such as carparks and specifications upgrades

Contract management

Reporting on all aspects of the sales process

Efficient contact and database management

Searching for property

Investorist is on its way to becoming the largest aggregator of off plan property available for business in the UK. To efficiently find the right property for your clients you can search by:

• Location• Price range• Property type• Completion date

Search results are grouped by development and display the number of units, price and size range available within each development.

Understanding the potential of your favourites

Your favourites are where you can further analyse properties and prepare presentations to share with your clients.

Using favourites you can compare multiple properties by a range of attributes including price, size and price per square foot.

When saving a property to your favourites you will be asked to create a group. This is where you can save specific properties and categorise them by the client or clients they suit.

If you don’t wish to add a property to a group you can just click close and the property will be added to your favourite properties. You can add them to a group or groups at any time.

Large images

Interactive image selector

Simplified property information

Custom corporate colour to expand your brand’s presence

Your logo

Within each group you can choose to share selected properties with your clients by clicking on Create Interactive Brochure. This share function adds your logo and colour to the presentation. You can update your logo and corporate brand colour by clicking on Update Profile.

We’re here to help. If you would like assistance customising your profile you can emaill our support team uksupport@investorist.com

Reserving property

Reserving property on Investorist is INSTANT, free and direct with the seller. Remember, with Investorist you will always get the best deal. Investorist never charges a commission and offers you the most efficient and transparent way to reserve property.

By clicking reserve and registering your buyer’s name, the seller will instantly receive notification of your registration and the direct number of the right person within the seller’s organisation will be displayed so you can follow up if required.

Projects within Investorist will display the seller’s terms and conditions and applicable agreements, so you can be contractually secure in your transaction.

Investorist provides the most efficient way to reserve off plan property.

1. Search

Search the UK’s fastest growing aggregation of off the plan property available for business.

2. Options

Use your favourites to compare properties and share them with your clients.

The reservation process

3. Quick reserve

Instantly reserve a property simply by registering the name of your purchaser.

The seller will instantly receive notification of your registration and the direct number of the right person within the seller’s organisation will be displayed so you can follow up if required.

4. Complete reservation form

Within 24hrs of a quick reservation, the seller requires you to complete a reservation form. This will contain full details of the purchaser. Sellers may require a holding deposit and the signature of your purchaser.

5. Manage your contracts

Your contract management panel shows you the progress of your contracts; from reservation through to settlement. Investorist also helps you keep track of when deposits are due and the commissions you are owed.

If you have employees or associates you can set up user accounts and even restrict what privileges they have. Click on your profile then users list.

Your activity panel helps you keep track of all your reservations and sales; when deposits and commissions are due and settlement dates.

Incomplete Reservations: Click on complete form to finalise reservations made by yourself or your team. Once the reservation form has been completed, the form and any uploaded documents will be sent to the seller.

Managing your business

Investorist provides a range of free tools to help you manage your business.

Authorise: If you have staff working for you, your authorise panel is where you can review and approve any information being sent to the seller.

Reservations: This is where you access your active reservations. The contract management engine will prompt you with each required step right through to settlement.

You can also easily manage messages from other Investorist users and feedback for reservations.

Contract management

Investorist’s contract management engine allows you to keep up to date wih your contracts; from quick reservation to settlement.

Pending: Your reservation is waiting for the seller to approve.

Reserved: The seller has approved your reservation.

Mailed: Both you and the seller can keep track of the status of the contract by sending it via registered post or courier.

Exchanged: The seller will mark the contract as received and exchanged.

Unconditional: The deposit has been received, the contract of sale has been signed and is now unconditional. This also triggers your first commission due date direct from the seller. 30 days after unconditional both you and the seller will be asked to provide feedback on the transaction.

Settled: This triggers the second commission due date direct from the seller. We will also ask you for your feedback at this time.

Your online ads

Custom corporate color to expand your brand’s presence

Your logo

Your exclusive property listings

Make the property industry’s hottest new technology yours with a fully branded portal.

Your portal and all communications will be from your unique company URL and with your branding.

Give your affiliates access to a large scale global property portal without having to manually load your projects or keep listings up to date. You can even load your own private projects.

Partnering with Investorist provides real estate businesses with a fully branded portal for a fraction of the upfront and ongoing cost of what it would cost you to develop.

If you would like to enquire about partnership opportunities contact us at uksupport@investorist.com

Partnership opportunities

Pricing

As an Investorist member you get access to:

• Hundreds of developer direct projects across Australia and the UK

• Highest possible commissions• Exclusive project launch and learning events• New project alert emails• Telephone support• Suburb data and property investment analysis tools

All for just ₤59+VAT per month

Free support, no locked in contracts

Network Partner Single Subscription Order Form£59* per monthPay 12 months via cheque or direct deposit or pay by the month via direct debit or credit card. *VAT not included

Business detailsBusiness name

(include company no.)

Your name

Address

Email

Website URL

By signing below you agree that you have read and accepted the Network Partner Terms and Conditions and Privacy Policy located at www.investorist.com

Company

Executed by

(insert company name)

Director signature Director / Company Secretary signature

Name (Print) Name (Print)

Date Date

Or IndividualSignature

Name (Print)

Date

Cheque/Current Account or Credit Card Authorisation

I/We request and authorise Investorist Limited to arrange, through its own financial institution, a debit to your nominated account any amount Investorist Limited, has deemed payable by you. This debit or charge will be made through the Bankers’ Automated Clearing Services (BACS) from your account held at the financial institution you have nominated below and will be subject to the terms and conditions of the Direct Debit Request Service Agreement.

Financial Institution

Branch

Account Name Sort Code

Account Number

I/We request and authorise acknowledement. By signing and/or providing us with a valid instruction in respect to your Direct Debit Request, you have understood and agreed to the terms and conditions governing the debit arrangements between you and Investorist Limited as set out in this Request and in your Direct Debit Request Service Agreement.

Signature Date

Signature Date

I request you Investorist Limited to arrange for funds to be debited from my nominated credit card according to the schedule specified above and attached Direct Debit Service Agreement. Credit card payments attract a 2% surcharge

Credit Card Number

Expiry Date CSV Number

Cardholder Name

Signature Date

Completed Application

Return your completed application by mail to:

Investorist Suite 15 Level 8, Elizabeth House, York Road, London, SE1 7NQ

Please tick

Please tick

Please tick

Customer Direct Debit Request Service Agreement

This is your Direct Debit Service Agreement with Investorist Limited. It explains what your obligations are when undertaking a Direct Debit arrangement with us. It also details what our obligations are to you as your Direct Debit provider.

Please keep this agreement for future reference. It forms part of the terms and conditions of your Direct Debit Request and should be read in conjunction with your Direct Debit Request authorisation.

How to Contact Us

Enquiries You can contact us directly or alternatively contact your financial institution. These should be made at least 7 working days prior to the next scheduled drawing date. You may contact us as follows:

uksupport@investorist.com

Investorist Suite 15 Level 8, Elizabeth House, York Road, London, SE1 7NQ

All communication addressed to us should include your username and company name.

Definitions

Account means the account held at your financial institution from which we are authorised to arrange for funds to be debited.

Agreement means this Direct Debit Request Service Agreement between you and us.

Banking day means a day other than a Saturday or a Sunday or a public holiday listed throughout the UK.

Debit day means the day that payment by you is due to us.

Debit payment means a particular transaction where a debit is made.

Direct debit request means the Direct Debit Request between us and you.

Us or we means Investorist Ltd, who you have authorised by requesting a Direct Debit Request.

You means the customer who has signed or authorised by other means the Direct Debit Request.

Your financial institution means the financial institution nominated by you on the Direct Debit Request at which the account is maintained.

Debiting Your Account

By signing a Direct Debit Request or by providing us with a valid instruction, you have authorised us to arrange for funds to be debited from your account. You should refer to the Direct Debit Request and this agreement for the terms of the arrangement between us and you.

We will only arrange for funds to be debited from your account as authorised in the Direct Debit Request.

or

We will only arrange for funds to be debited from your account if we have sent to the address nominated by you in the Direct Debit Request, a billing advice which specifies the amount payable by you to us and when it is due.

If the debit day falls on a day that is not a banking day, we may direct your financial institution to debit your account on the following banking day. If you are unsure about which day your account has or will be debited you should ask your financial institution.

Amendments By Us

We may vary any details of this agreement or a Direct Debit Request at any time by giving you at least fourteen (14) days written notice.

Amendments By You

You may change, stop or defer a debit payment, or terminate this agreement by providing us with at least 7 days notification by writing to:

Investorist Suite 15 Level 8, Elizabeth House, York Road, London, SE1 7NQ

or

By emailing us at uksupport@investorist.com

or

Arranging it through your financial institution, which is required to act promptly on your instructions.

Dispute

If you believe that there has been an error in debiting your account, you should notify us directly on uksupport@investorist.com and confirm that notice in writing with us as soon as possible so that we can resolve your query more quickly. Alternatively you can take it up directly with your financial institution.

If we conclude as a result of our investigations that your account has been incorrectly debited we will respond to your query by arranging for your financial institution to adjust your account (including interest and charges) accordingly. We will also notify you in writing of the amount by which your account has been adjusted.

If we conclude as a result of our investigations that your account has not been incorrectly debited we will respond to your query by providing you with reasons and any evidence for this finding in writing.

Accounts

You should check:

• with your financial institution whether direct debiting is available from your account as direct debiting is not available on all accounts offered by financial institutions.

• your account details which you have provided to us are correct by checking them against a recent account statement; and

• with your financial institution before completing the Direct Debit Request if you have any queries about how to complete the Direct Debit Request.

Confidentiality

We will keep any information (including your account details) in your Direct Debit Request confidential. We will make reasonable efforts to keep any such information that we have about you secure and to ensure that any of our employees or agents who have access to information about you do not make any unauthorised use, modification, reproduction or disclosure of that information.

We will only disclose information that we have about you:

• to the extent specifically required by law; or

• for the purposes of this agreement (including disclosing information in connection with any query or claim).

Notice

If you wish to notify us in writing about anything relating to this agreement, you should write to:

Investorist Suite 15 Level 8, Elizabeth House, York Road, London, SE1 7NQ

We will notify you by sending a notice in the ordinary post to the address you have given us in the Direct Debit Request.

Any notice will be deemed to have been received on the third banking day after posting.

Disclaimer

Investorist Limited (Company Number 9347573) (“Investorist”) operates the Investorist.com website (the “Investorist Site”). Investorist is not involved in the actual transactions or dealings between sellers and network partners. The Investorist Site is merely a passive conduit for the distribution of information about property advertised for sale by sellers and communications between sellers and network partners. Investorist is not a party to any dealings or agreements made between members regarding referral fees/commissions or any other payments and takes no responsibility for the payment of referral fees/commissions or any other payments.

Investorist is not a real estate agent and does not receive sales commissions on any property advertised on the Investorist Site.

By registering as an Investorist member, accessing or using the Investorist Site in any manner, you agree to be bound by Investorist’s terms and conditions which can be accessed from the Investorist Site.

Information on the Investorist Site should not be regarded as professional, legal, financial or real estate advice nor a substitute for such advice. Any statement or content made available by third parties, including sellers on the Investorist Site, are those of the respective author or provider not of Investorist. Third party content does not represent the views of Investorist.

The Investorist Site, and all content found on or accessed through the Investorist Site and its services and products, are provided on an “AS IS” basis, with no guarantee of completeness, reliability, accuracy, timeliness and without warranty of any kind, express or implied, including but not limited to, warranties of performance, non-infringement of third party rights title, merchantability, satisfactory quality, fitness for a particular purpose and freedom from computer virus. Under no circumstances will Investorist, or related partnerships or corporations, or the partners, agents or employees thereof be liable for any direct, indirect, incidental, special or consequential damages or any loss that result from the use of, or the inability to use, any content, information, material or related service on the Investorist site, directly or indirectly.

Suite 15 Level 8, Elizabeth House, York Road, London, SE1 7NQ investorist.co.uk

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