Statement For Self-Certified High Net Worth Individual

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 2005.

I understand that this means:

  1. I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
  2. The content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
  3. By signing this statement I may lose significant rights;
  • The Financial Conduct Authority; or
  • The Financial Ombudsman Scheme.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 these purposes do not include:
  • The property which is my primary residence or any loan secured on that residence;
  • Any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2005; or
  • 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 dependents are), or may be, entitled.

Please complete the form below to confirm your status as a sophisticated investor






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 invested. I am aware that it is open to me to seek advice from an authorized person who specializes in advising on non-mainstream pooled investments.



By using this form you agree with the storage and handling of your data by this website.

The content of this promotion has not been approved by an authorized person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.