Emira SSAS Enquiry Form
Name
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First Name
Last Name
Company Name
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Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: 00000000000.
Current Pension Provider
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Current Pension Value
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Current Monthly Contributions
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I declare that I am a self-certified High Net Worth investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005. I understand that this means: (a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduit Authority; (b) the content of such financial promotions may not conform to rules issued by the Financial Conduit Authority; (c) by signing this statement I may lose significant rights; (d) I may have no right to complain to either of the following:- (i) the Financial Conduit Authority; or (ii) the Financial Ombudsman Scheme; and (e) I may have no right to seek compensation from the Financial Services Compensation Scheme. I am a certified high net worth individual because at least one of the following applies to me: (a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more; or (b) I held, throughout the financial year immediately preceding the date below, net assets of £250,000 or more. Net assets for the purpose do not include; (i) the property which is my primary residence or any loan secured on that residence; (ii) 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 (iii) 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. 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.
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I confirm the above
Submit
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