We would be delighted if you would join our community of more than 500 Sophisticated and High Net Worth members around the world.
Our investor community is called the Beaufort Society and, as a member, you gain access to investment opportunities that we are not allowed to share with the general public, sometimes referred to as ‘retail investors’.
The opportunities we bring you are only available to those people who meet the criteria of the UK financial regulator, the FCA, for being classified as a Sophisticated Investor or a High Net Worth investor.
In order for us to share information about our investment portfolio we need you to self certify under FCA rules as either a High Net Worth or a Sophisticated Investor. Please read the criteria below then click on the relevant link to complete both your Membership Application and your self-certification in line with the new rules.
Rules for High Net Worth Investors
To qualify as High Net Worth you either need an annual income of £100,000 p.a. (and you must specify your income to the nearest £10,000) or net assets of £250,000 outside your main home and pension (and you must specify your net assets to the nearest £100,000). Remember your net assets can include equity in your property portfolio or cash held in your company if you are in sole control of those funds.
Rules for Sophisticated Investors
There are three options here:
- You have worked in the finance or private equity sector in the last 2 years
- You are a director of a company with a turnover of £1 million or more
- You have been a member of a business angel network such as the Beaufort Society for at least 6 months and are still a member. If you are already in another network please enter that name. If not please enter The Beaufort Society in the space provided.
If you are new to the business angel world we will share our educational content and live events with you until the 6 month qualifying period has elapsed at which point we can start sharing information about our investment portfolio.