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About You

Date of Birth*

Your Status

Please select your investor status from the four options below:

At least one of the following must apply for you to be classed as a certified high net worth individual:

(a) You had, during the last financial year an annual income to the value of £100,000 or more; or

(b) you held, throughout the last financial net assets to the value of £250,000 or more. Net assets for these purposes do not include:

  • (i) the property which is your 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 Markets Act 2000 (Regulated Activities) Order 2001; or
  • (iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of your service or on your death or retirement and to which You are (or your dependants are), or may be, entitled.

At least one of the following must apply for you to be classed as a self-certified sophisticated investor:

(a) You are a member of a network or syndicate of business angels and have been so for at least the last six months;

(b) you have made more than one investment in an unlisted company in the last two years;

(c) you are working, or have worked in the last two years in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises; or

(d) you are currently, or have been in the last two years a director of a company with an annual turnover of at least £1 million.

At least one of the following must apply for your organisation to be classed as a high net worth company, unincorporated association, partnership or trustee of high value trusts:

(i) the organisation is a body corporate, which has, or which is a member of the same group as an undertaking which has a called-up share capital or net assets of not less than:

  • (A) if the body corporate has more than 20 members or is a subsidiary undertaking of an undertaking which has more than 20 members, £500,000;
  • (B) otherwise, £5 million; or

(ii) the organisation is an unincorporated association or partnership which has net assets of not less than £5 million; or

(iii) the organisation is a trustee of a trust where the aggregate value of the cash and investments which form part of the trust’s assets (before deducting the amount of its liabilities):

  • (A) is £10 million or more; or

  • (B) has been £10 million or more at anytime in the previous year; or

(iv) you are any person (“A”) whilst acting in the capacity of director, officer, or employer of a person (“B”) falling within any of subparagraphs (i) to (iii) above where A’s responsibilities when acting in that capacity involve him in B’s engaging in investment activity.