High Net Worth Individual

Certificate For Execution By High Net Worth Individuals

 

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.

1) I understand this means:

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

2) I am a certified High Net Worth Individual because at least one of the following applies:

(a) I had, during the financial year immediately preceding today’s date, an annual income of more than £100,000; or
(b) I held, throughout the financial year immediately preceding today’s date, net assets of more than £250,000.
(c) Notes: Net assets do not include primary residence or any loans secured on that property, insurance contracts or contracts secured on life or health.

By downloading the brochures you are agreeing to subscribing to our newsletter.

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.

confirmation of certificate



I AGREE to the above terms

Translate »