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Investor Classification Criteria
I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act 2000 Financial Promotion Order 2005.
I understand that this means:
I am a self-certified sophisticated investor because at least one of the following applies:
I accept that I can lose my property and other assets from making investment decisions based on financial promotions. I am aware that it is open to me to seek advice from someone who specialises in advising on investments.
I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2001.
I understand that this means:
1. I can receive financial promotions that may not have already been approved by a person authorised by the Financial Conduct Authority;
2. The content of such financial promotion may not conform to rules issued by the Financial Conduct Authority;
3. By signing this statement I may lose significant rights;
4. I may have no right to complain to either of the following
i. The Financial Conduct Authority; or
ii. The Financial Ombudsman Scheme;
5. I may have no right to seek compensation from the Financial Services Compensation Scheme.
I am a certified high net worth individual because at least one of the following applies:
1. I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
2. I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for the purpose do not include:
i. The property which is my primary residence or any loan secured on that residence;
ii. Any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and market Act 2000 (Regulated Activities) Order 2001; or
iii. Any benefits (in the form of pensions or otherwise) which are repayable 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 I can lose my property and other assets from making investments decision based on financial promotions.
I am aware that it is open to me to seek advice from someone who specialises in advising on investments.