Nearly there...
Just one more thing: please select which Investor type best describes you. If you're not sure, check
the
description under each option. Once you've chosen one, click the tick box underneath to confirm and
join.
Self-Certified Investor
Investor Description
This group is for people who have invested in more than one unlisted company in the last two years
or been a member of a business angel syndicate or network for at least six months.
Investor Statement
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:
-
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;
-
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.
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
someone who specialises in advising on non-mainstream pooled investments.
High Net Worth
Investor Description
If you earn more than £100,000 a year or have net assets of more than £250,000, the High Net Worth category is probably applicable to you.
Investor Statement
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 and I declare that I qualify as such because at least one of the following applies to me:
-
I had, throughout 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 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 dependants 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 who specialises in advising on non-mainstream pooled investments.