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Beaufort Private Equity Chairman’s Club Membership Application

About you

First name

Last name

Phone

How did you find out about The Chairman’s Club?

In which country/city do you spend most of your time?

Which of these best describes what you do? (Please tick all that apply)

Professional investor

Active entrepreneur running my own business

Family Office member

Retired

Philanthropist

Full time education

Other (please specify)

In which of these age ranges do you fall?

< 40

40-49

50-59

60-69

over 70

What are your main investment goals (please score where 1 is highest priority)?

Capital gain
Capital preservation
Regular income
Social Impact investing
Environmental Impact investing

What is your current % allocation across the main asset classes?

Publicly listed stocks and shares %
Bonds %
Investment funds %
Real Estate %
Private Equity %
Private Debt %
Gold %
Bitcoin %
Collectibles %

What are your main criteria for private equity investment? (Please tick all that apply):

New technology

Unique, protected intellectual property

Addressable market and scalability

Strength of management team

Proven business model

At what stage do you prefer to invest?

Seed

Series A

Series B

Late stage pre-IPO

In addition to our investment opportunities, what type of content is of most interest to you as a Chairman’s Club member?

Macroeconomics

Politics

Family Office matters

Philanthropy

Lifestyle

Other (please specify)

How do you prefer to absorb content? (Please prioritise with 1 as most important)

Live in person events
Online webinars
Written articles and newsletters
Videos
Podcasts

How could we most help you?

About Your Investor Status

FCA Regulations require us to hold a certification from you that you qualify as a high net worth investor.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

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:

1. A) An annual income of £100,000 or more? Income does NOT include any one-off pension withdrawals.
  
  No
  
  Yes
  
  If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year
  £
2. AND/OR B) Net assets of £250,000 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.
  
  No
  
  Yes
  
  If yes, please specify your net assets (as defined above) to the nearest £100,000 in the last financial year
  £
3. OR C) None of these apply to me.
  Yes

I declare that I have answered yes to A and/or B and wish to be treated as a high net worth individual. I understand that this means:

a) I can receive financial promotions where the contents may not comply with rules made by the Financial Conduct Authority (FCA);
b) I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments. I accept that I could lose all of the money I invest.

Phone:

Date:

Leave this empty:

Your legal name

Your email address

Please Confirm full name and signature.

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10 August 2024 03:58 BST

Beaufort Private Equity Chairman’s Club Membership Application Uploaded by Graham Rowan - help@beaufortsociety.com IP 79.140.150.77