Investments

High Net Worth Individual

Investor Statement

I declare that I am a certified High Net Worth Individual for the purposes of Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

If you meet condition A or B below, you may choose to be classified as a high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

In the last financial year, did you have:

A) An annual income of £100,000 or more? Income does NOT include any one-off pension withdrawals.
NoYes

AND/OR

B) Net assets of £250,000 or more? Net assets do NOT include: your home (primary residence), any loan secured on it or any equity released from it; your pension (or any pension withdrawals) or any rights under insurance contracts. Net assets are total assets minus any debts you owe.
NoYes

AND/OR

C) None of these apply to me.
Yes

I declare that I have answered yes to A and/or B and wish to be treated as a high net worth individual.

I understand that this means:

a) I can receive financial promotions where the contents may not comply with rules made by the Financial Conduct Authority (FCA); and

b) I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments. I accept that I could lose all of the money I invest.

Enter your details:

We’ll use your contact details to record your investor classification and to contact you with information relevant to your request. Your details won’t be shared with third parties.

Self-Certified Sophisticated

Investor Statement

I declare that I am a Self-Certified Sophisticated Investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

If you meet condition A, B, C or D below, you may choose to be classified as a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

Have you:

A) Worked in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises, in the last two years?
NoYes

B) Been the director of a company with an annual turnover of at least £1 million, in the last two years?
NoYes

C) Made two or more investments in an unlisted company, in the last two years?
NoYes

D) Been a member of a network or syndicate of business angels for more than six months, and are still a member?
NoYes

E) None of these apply to me.
Yes

I declare that I have answered yes to at least one of the above questions and wish to be treated as a self-certified sophisticated investor.

I understand that this means:

a) I can receive financial promotions where the contents may not comply with rules made by the Financial Conduct Authority (FCA); and

b) I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments. I accept that I could lose all of the money I invest.

Enter your details:

We’ll use your contact details to record your investor classification and to contact you with information relevant to your request. Your details won’t be shared with third parties.

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High Net Worth Individual

Self-Certified Sophisticated