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.

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

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confirmation of certificate

I AGREE to the above terms

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