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MEMBER APPLICATION & HIGH NET WORTH INVESTOR STATEMENT

How did you find out about Beaufort?

About you

First name

Last name

Phone

What is your business or occupation?

In which of these age ranges do you fall?

less than 4040-4950-5960-69over 70

What is your biggest investment challenge?

What has been your best investment experience?

And your worst?

How could we most help you?

Do you own a property portfolio? Yes/No If yes please describe it.

About Your Portfolio

Do you own stocks and shares?

NoYes

Do you own shares in unlisted companies?

NoYes

Do you have a pension plan?

NoYes

Leaving aside your main home and pension, in what range does your current investment portfolio lie?

less than £250,000£250,000 - £999,000£1-3 million£3-10 million£10 million

What liquid funds do you have available to invest?

Is there a timeframe in which you are looking to invest?

If you would like to plan a Wealth 360 planning session

NoYes

About Your Investor Status

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

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of alternative, unregulated, 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 the date below, 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 Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).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 the date below, 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).

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.

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Timestamp

Audit

21 April 2023 21:32 GMT

MEMBER APPLICATION & HIGH NET WORTH INVESTOR STATEMENT Uploaded by Simon Walker - reachout@beaufortsociety.com IP 62.4.39.137

22 April 2023 01:14 GMT

Daphne Rowan - daphne@beaufortsociety.com added by *deleted* - help@beaufortprivateequity.com as a CC'd Recipient Ip: 62.4.56.8

22 April 2023 01:30 GMT

Beaufort Society - help@beaufortprivateequity.com added by *deleted* - help@beaufortprivateequity.com as a CC'd Recipient Ip: 62.4.56.8

22 April 2023 01:51 GMT

Beaufort Society - reachout@beaufortsociety.com added by *deleted* - reachout@beaufortsociety.com as a CC'd Recipient Ip: 62.4.56.8

22 April 2023 01:55 GMT

Beaufort Society - reachout@beaufortsociety.com added by *deleted* - reachout@beaufortsociety.com as a CC'd Recipient Ip: 62.4.56.8

29 November 2024 15:44 GMT

Beaufort Society - reachout@beaufortsociety.com added by Simon Walker - reachout@beaufortsociety.com as a CC'd Recipient Ip: 62.4.39.137