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HIGH NET WORTH INDIVIDUAL INVESTOR STATEMENT

If you meet condition A or B below, you may choose to be classified as a high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001.

In the last financial year, did you have:

A) An annual of £100,000 or more? Income does NOT include any one-off pension withdrawals!

No Yes

If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year

AND/OR

B) Net assets of £250,000 or more? Net assets do NOT include, your home (primary residence), any loan secured on it, or any equity released from it; your pension (or any pensions withdrawals) or any rights under insurance contracts. Net assets are total assets minus any debts you owe.

No Yes

If yes, please specify your net assets (as defined above) to the nearest £250,000 in the last financial year

C) None of these apply to me

Yes

I declare that I have answered yes to A and/or B and wish to be treated as a high net worth individual.
I understand that this means:

I can receive financial promotions where the content may not comply with rules made by the Financial Conduct Authority (FCA);
I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme

I accept that I could lose all the money I invest.

Date

Signature

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