High Net Worth Investor Declaration
Please read the following statement carefully and proceed to your application.
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors, and I declare that I qualify as such because at least one of the following applies to me:
– I had, throughout the financial year immediately preceding today’s date, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement)
– I held, throughout the financial year immediately preceding today’s date, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
a) the property which is my primary residence, or any money raised through a loan secured on that property; or
b) any rights of mine under a qualifying contract of insurance; or
c) 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; or
d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).
Declaration: