Investor Definitions
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 (Financial Promotion) Order 2005.
In the last financial year, did you have:
A) An annual income of £170,000 or more. Income does NOT include any one-off pension withdrawals.
AND/OR
B) Net assets of £430,000 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 pension withdrawals) or any rights under insurance contracts. Net assets are total assets minus any debts you owe.
SELF-CERTIFIED SOPHISTICATED INVESTOR STATEMENT
If you meet condition A, B or C below, you may choose to be classified as a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
Have you:
A) Worked in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises, in the last two years.
B) Been the director of a company with an annual turnover of at least £1.6 million, in the last two years.
C) Been a member of a network or syndicate of business angels for more than six months, and are still a member.