Investor types

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Investor types 2017-05-29T22:39:01+00:00

High Net Worth Investor

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I make this statement so that I can receive promotional communications, which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors.

I declare that I qualify as such because at least one of the following two statements applies to me:
a. I had, throughout the financial year immediately preceding the date below, anannual income to the value of £100,000 or more
b. I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more.

    Net assets for these purposes do not include:
  • the property which is my primary residence or any money raised through a loan secured on that property;
  • any rights of mine under a qualifying contract of insurance; or
  • any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependents are), or may be, entitled.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person whospecialises in advising on non-mainstream pooled investments.

By signing up you agree to our terms and conditions and agree that the above constitutes a true reflection of your status as a potential investor.

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Self-certified Sophisticated Investor

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I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream pooled investments. I understand that this means:
1. I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments;
2. The investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.

    I am a self-certified sophisticated investor because at least one of the following applies:
  • I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
  • I have made more than one investment in an unlisted company in the two years prior to the date below;
  • I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
  • I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

By signing up you agree to our terms and conditions and agree that the above constitutes a true reflection of your status as a potential investor.

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