HIGH NET WORTH INDIVIDUAL INVESTOR STATEMENT

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:

A) An annual income of £100,000 or more? Income does NOT include any one-off pension withdrawals.

Selector: A) Statment

If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year:

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.

Selector: B) Net assets of £250,000 or more

If yes, please specify your net assets (as defined above) to the nearest £100,000 in the last financial year:

C) None of these apply to me

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.

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