Self-Certification High Net Worth.

HIGH NET WORTH INVESTOR STATEMENT

HNW Self Certification

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

In the last finanical year did you have:

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Important Notice : Investment products are available to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations, etc.) Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this information may otherwise lawfully be sent or viewed. If you do not fall within such descriptions, then you should not act upon the information contained on this website. Oakmount and Partners acts as a professional introducer and receives a fee from their working partners for every introduction made. 

IMPORTANT INFORMATION

This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals. These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.

Definitions of each categories

By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.

If you don’t meet any of the criteria below, then you must STOP and leave this site.

You can find definitions of each category below.

To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:

They are a member of a network or syndicate of business angels and have been so for at least six months.

They have made more than one investment in an unlisted company in the two years prior.

They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.

A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.
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