Register your interest in our Grow Your Savings investment account

Description

You are a high net worth investor if you earn more than £100,000 a year or have net assets worth more than £250,000, other than your home and pension.

Description

You are an advised investor if your regulated financial advisor has confirmed that you understand the risks relating to this type of investment.

Description

You are likely to come under this category if you have invested with us before .

You are a self-certified sophisticated investor if any of the following apply:

• You have made more than one investment in an unlisted company in the last two years - for example if you have two share certificates with us through our Grow Your Savings investment opportunity.
• You have been a member of a business angel network for at least the last six months
• You have worked in private equity or finance for a small/medium enterprise in the last two years
• You have been a director of a company with annual turnover of at least £1 million in the last two years

Unfortunately,

Our Grow Your Savings investment accounts are only suitable for the investor types outlined above. If you don't fall into the above categories, you will need to get independent financial advice first from a regulated financial advisor.

We can put you in touch with an advisor who understands our investment opportunity; please get in touch if you would like us to do this.

Once you have sought advice you can come back and complete this form again.

High Net Worth Investor

I am a certified high net worth individual because at least one of the following applies—

1. I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
2. 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:
   
   
   • the property which is my primary residence or any loan secured on that residence;
   • any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or
   • 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.

 

Statement for Certified High Net Worth Individual

I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

• I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
• the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
• by signing this statement I may lose significant rights;
• I may have no right to complain to either of the following—
  • the Financial Conduct Authority; or
  • the Financial Ombudsman Scheme;
• I may have no right to seek compensation from the Financial Services Compensation Scheme.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Advised Investor

I make this statement so that I am able to receive promotions which are exempt from the restrictions on financial promotion in the Financial Services and Markets Act 2000. The exemption relates to certified sophisticated investors and I declare that I qualify as such in relation to investments of the following kind: company shares; non-readily realisable securities; bonds; funds and loans.

I have a current certificate in writing, dated within the last 3 years, signed by an authorised financial advisor confirming that I am sufficiently knowledgeable to understand the risks associated with this type of investment.

I accept that the contents of promotions and other material that I receive may not have been approved by an authorised person and that their content may not therefore be subject to controls which would apply if the promotion were made or approved by an authorised person. I am aware that it is open to me to seek advice from someone who specialises in advising on this kind of investment.

 

 

Self-certified Sophisticated Investor

I am a self-certified sophisticated investor because at least one of the following applies:

1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
2. I have made more than one investment in an unlisted company in the two years prior to the date below;
3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £l million

Statement for Self-Certified Sophisticated Investor

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

I understand that this means:

• I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
• the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
• by signing this statement I may lose significant rights;
• I may have no right to complain to either of the following—
  • the Financial Conduct Authority; or
  • the Financial Ombudsman Scheme;
• I may have no right to seek compensation from the Financial Services Compensation Scheme.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.