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You are unable to access any content on this website unless you certify as either a high net worth individual or a sophisticated investor using one of the forms below.

High Net Worth Individual Investor Statement

First Name *

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Last Name *

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Email Address *

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Phone Number *

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How did you find us?

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:

You must select at least one option below

You cannot invest if you do not meet conditions A, B, C, or D below

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?

If you selected this option, what is/was the name of the business/organisation?

Please enter a reason for your choice

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

If you selected this option, what is/was the name of the company, and its Companies House number (or international equivalent)?

Please enter a reason for your choice

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

If you selected this option, how many investments in unlisted companies have you made in the last two years?

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

If you selected this option, what was the name of the network or syndicate?

Please enter a reason for your choice

E) None of these apply to me

If you meet conditions 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:

You must select at least one option below

You cannot invest if you do not meet conditions A or B below

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

If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year

Please fill out this field

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.

If yes, please specify your net assets (as defined above) to the nearest £100,000 in the last financial year

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C) None of these apply to me

I declare that I have answered yes to A and/or B and/or C and/or D, 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);
b) I can expect no protection from the FCA, the Financial Ombudsman Service, or the Financial 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. 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);
(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.

E Signature and Date

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Which would you like to certify as?

Self-Certified Sophisticated Investor Statement

High Net Worth Individual Investor Statement

E Signature and Date