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Please Confirm your Eligibility for our investment model
by selecting the relevant statement below.





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.
I understand that this means:

  • I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority;
  • the content of such financial promotions may not conform to rules issued by the Financial Services Authority;
  • by signing this statement I may lose significant rights;
  • I may have no right to complain to either of the following:
    • the Financial Services Authority; or
    • the Financial Ombudsman Scheme;
  • I may have no right to seek compensation from the Financial Services Compensation Scheme.

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.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.
I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

HIGH NET WORTH INVESTOR STATEMENT

I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
I understand that this means:

  • I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority;
  • the content of such financial promotions may not conform to rules issued by the Financial Services Authority;
  • by signing this statement I may lose significant rights;
  • I may have no right to complain to either of the following:
    • the Financial Services Authority; or
    • the Financial Ombudsman Scheme;
  • I may have no right to seek compensation from the Financial Services Compensation Scheme.
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;
  • 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;
    • any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000
      (Regulated Activities) Order 2001; 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 dependants are), or may be, entitled.
I accept that I can lose my property and other assets from making investment decisions based on financial promotions.
I am aware that it is open to me to seek advice from someone who specialises in advising on investments

Declaration