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High Net Worth Investor Self Certification

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:

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Your legal name

Your email address

Please Confirm full name and signature.

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9 January 2024 18:56 GMT

High Net Worth Investor Self Certification Uploaded by Simon Walker - reachout@beaufortsociety.com IP 62.4.39.137

9 January 2024 19:11 GMT