High Net Worth and or Sophisticated 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:

  1. I had, throughout 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 these purposes do not include:
    1. the property which is my primary residence or any money raised through a loan secured on that property;
    2. any rights of mine under a qualifying contract of insurance; or
    3. 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.
  3. I have investment experience and knowledge of complex instruments, and I am better able to understand and evaluate the risks and potential rewards of unusual, complex and / or illiquid investments.

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.

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.





proud sponsors of
Since 2012, 
10% of all our agency fees go to EMMAUS
Bristol Homeless Charity