Self-Certification
Declare the type of experience you have with financial products.
As part of our procedures, you are required to declare the type of investor you are and confirm your knowledge and experience. This is to assess whether the investment opportunities we introduce to you are appropriate for you and your financial circumstances. Registering does not commit you to any decision. You must declare your investor status before we can discuss any investment opportunities with you. In some circumstances, we may also need you to provide us with evidence.
Please note that if you do not meet the definitions below, you would be classified as a ‘Retail Investor’ and would not be eligible to invest in this type of product.
Please read and sign declaration. Once submitted, you will be sent a login to access further information.
Sophisticated Investor
I have previous experience of similar financial products or other alternative investments and I understand that my capital is at risk if I were to proceed.
High Net Worth Individual
I have an annual income of more than £100,000.00 or savings of more than £250,000.00 and I understand that my capital is at risk if I were to proceed.