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Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more.

Client classification

In compliance with the new rigorous FCA regulations and consumer duty rules we require detailed Direct Investor Classification during the application process. We would be grateful if you could complete the relevant section in the following form:

Please only complete the relevant section and sign at the bottom of the form.
Full Name*
HIGH NET WORTH INVESTOR STATEMENT

Please confirm whether you qualify as a high-net-worth investor on the basis that A or B apply to you.

In the last financial year did you have:
I confirm that I am a:
- HIGH NET WORTH INVESTOR
A) an annual income of £100,000 or more? Income does NOT include any one-off pension withdrawals
- Yes
- No
If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year
B) net assets of £250,000 or more? Net assets do NOT include: your home (primary residence), your pension (or any pension withdrawals) or any rights under qualifying contracts of insurance.
- No
- Yes
If yes, please specify your net assets (as defined above) to the nearest £10,000 in the last financial year
OR C) None of these apply to me.
- Yes
I accept that being a high-net-worth investor will expose me to promotions for investment where there is a significant risk of losing all the money I invest. I am aware that it is open to me to seek professional advice before making any investment in a high-risk investment.
- Accept
Section Break
SOPHISTICATED INVESTOR STATEMENT

Please confirm whether you qualify as a sophisticated investor on the basis that in the last three years you have received a certificate from an authorised firm confirming you understand the risks involved with S/EIS Investments.
I confirm that I qualify as a SOPHISTICATED INVESTOR
- No
- Yes
If yes, what is the name of the authorised firm?
OR This does not apply to me.
- Yes
I accept that being a sophisticated investor will expose me to promotions for investment where there is a significant risk of losing all the money I invest. I am aware that it is open to me to seek professional advice before making any investment in a high-risk investment.
- Accept
Section Break
SELF-CERTIFIED SOPHISTICATED INVESTOR STATEMENT

Please confirm whether you qualify as a self-certified sophisticated investor on the basis that A, B, C or D apply to you.
I confirm that I qualify as a:
- SELF-CERTIFIED SOPHISTICATED INVESTOR
In the last two years have you:
A) worked in private equity or in the provision of finance for small and medium enterprises?
- No
- Yes
If yes, what is/was the name of the business or organisation?
B) been the director of a company with an annual turnover of at least £1 million?
- No
- Yes
If yes, what is/was the name of the company?
C) made two or more investments in an unlisted company?
- No
- Yes
If yes, how many investments in unlisted companies have you made in the last two years?
D) been a member of a network or syndicate of business angels for more than six months?
- No
- Yes
If yes, what is the name of the network or syndicate?
OR E) None of these apply to me.
- Yes
I accept that being a self-certified sophisticated investor will expose me to promotions for investment where there is a significant risk of losing all the money I invest. I am aware that it is open to me to seek professional advice from someone who specialises in advising on S/EIS investment.
- Accept
Section Break
RESTRICTED INVESTOR STATEMENT

Putting all your money into a single business or type of investment is risky. Spreading your money across different investments makes you less dependent on any one to do well.

You should not invest more than 10% of your net assets in high-risk investments. Doing so could expose you to significant losses.

For the purposes of this statement, net assets do NOT include: your home (primary residence), your pension (or any pension withdrawals) or any rights under qualifying contracts of insurance.

For the purposes of this statement high-risk investments are: peer-to-peer (P2P) loans; investment based crowdfunding; and unlisted debt and equity (such as in companies not listed on an exchange like the London Stock Exchange).
Please confirm whether you qualify as a RESTRICTED INVESTOR on the basis that A and B apply to you.
- Yes
- No
A) In the past twelve months have you invested less than 10% of your net assets in high-risk investments (as defined above)?
- Yes (I have invested less than 10% or my net assets)
- No (I have invested more than 10% of my net assets)
If yes, over the last twelve months roughly what percentage of your net assets have you invested in high-risk investments (as defined above)?
B) In the next twelve months do you intend to limit your investment in high-risk investments (as defined above) to less than 10% of your net assets?
- Yes (I intend to invest less than 10% or my net assets)
- No (I intend to invest more than 10% of my net assets)
If yes, in the next twelve months roughly what percentage of your net assets do you intend to invest in high-risk investments (as defined above)?
I accept that being a restricted investor will expose me to promotions for investment where there is a risk of losing all the money I invest. I am aware that it is open to me to seek professional advice before making any investment in a high-risk investment.
- Accept
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