HIGH NET WORTH INVESTOR STATEMENT
Please confirm whether you qualify as a high-net-worth-investor on the basis that EITHER A or B apply to you.
In the past financial year I have either:
A ) had an annual income of £100k or more. (Income does not include one off pension withdrawals)
B ) had net assets to the value of £250,000 or more. (Net assets do not include your home, pension or any rights under qualifying insurance contracts)
I accept that being a high-net-worth investor will expose me to promotions for investments where there is a significant risk of losing all the money I invest. I am aware that is open to me to seek professional advice before making any investment in a high risk investment.
SELF-CERTIFIED SOPHISTICATED INVESTOR STATEMENT
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 being a self-certified sophisticated investor will expose me to promotions for investments where there is a significant risk of losing all the money I invest. I am aware that is open to me to seek from someone who specialises in ............