Custom multistep Form

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For the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, please confirm if you are either a Self-Certified High Net Worth Individual or Self-Certified Sophisticated Investor.

Please make a selection.

Please confirm your investor type below:

I am a certified High Net Worth Individual because at least one of the following applies:

I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more; or
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 loan secured on that residence.

I am a High Net Worth Individual

I am a 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.

I am a Sophisticated Investor

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