To receive unrestricted access to our partner's investment opportunities, you must confirm you qualify as one or more of the criteria outlined below.

Just update your details in the contact form to update our records and we'll contact you when an opportunity becomes available.

A certified high net worth individual

You confirm that you either:

Have an annual income in excess of £100K or

Have net assets in excess of £250K beyond your pension fund assets and your private residence

A certified sophisticated investor

You confirm one of the following:

You have been a director of a company turning over at least £1 million within the last two years

You have made more than one investment in an unlisted company in the last two years

You have been a member of a network or syndicate of business angels for at least six months

You have worked in the past two years in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises

For the unabridged criteria, please see below.

High Net Worth Investor

I understand :

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority;

(b) the content of such financial promotions may not conform to rules issued by the Financial Services Authority;

(c) by signing this statement I may lose significant rights;

(d) I may have no right to complain to either of the following:-

(i) the Financial Services Authority; or (ii) the Financial Ombudsman Scheme(e) 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:-

(a) I had, during the financial year immediately preceding, the date below, an annual income to the value of £100,000 or more;

(b) 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:-

(i) the property which is my 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 my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions. I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Sophisticated Investor

I understand :

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority;

(b) the content of such financial promotions may not conform to rules issued by the Financial Services Authority;

(c) by signing this statement I may lose significant rights;

(d) I may have no right to complain to either of the following:

(i) the Financial Services Authority; or

(ii) the Financial Ombudsman Scheme;

(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a self-certified sophisticated investor because at least one of the following applies:

(a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;

(b) I have made more than one investment in an unlisted company in the two years prior to the date below;(c) I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;

(d) I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

CAPITAL AT RISK. There are risks to all forms of investing, particularly in unregulated, complex, non-readily realisable and/or non-transferrable securities like bonds, loan notes and unquoted equity investments. Forecasts are not guarantees and performance may vary. Tax treatment depends on individual circumstances and may change. These investments are NOT covered by the Financial Services Compensation Scheme (FSCS) and clients will NOT have access to the Financial Ombudsman Service (FOS). All investors should seek independent professional advice before deciding to invest. Please read our risk warning before deciding to invest.