Sophisticated Investor Statement
I declare that I am a sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means:
I can receive promotional communications which relate to investment activity which include some non-readily realisable securities;
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 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.
High Net Worth Investor Statement
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-readily realisable securities. 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 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.
Restricted Investor (Everyday Investor)
Currently we are not authorised by the FCA and are not allowing full access to Everyday Investors. Your account is created but you will not be able to make deposits.
We thank you for signing up, and will be giving you full access as soon as authorisation is achieved.
Thank you for your interest.
For further information contact us at: firstname.lastname@example.org
Please accept the terms above.