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Confirm Investor Type

To view our Information Memorandum, you must first confirm your investor classification. Choose your classification below, and confirm it to proceed to the document.

Certified High Net Worth Individual

A certified high net worth individual is a person for whom at least one of the following statements is true:

  • I had, during the financial year immediately preceding the current date, an annual income to the value of £100,000 or more; or
  • I held, throughout the financial year immediately preceding the current date, net assets to the value of £250,000 or more.

Where 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(a); 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.

I am a certified high net worth individual

Retail (Restricted) Investor

A retail (restricted) investor is a person for whom the following statements are true:

  • In the twelve months preceding todays date, I have not invested more than 10% of my net assets in unlisted shares or unlisted debt securities; and
  • I undertake that in the twelve months following today's date, I will not invest more than 10% of my net assets in unlisted shares or unlisted debt securities.

Where net assets for these purposes do not include:

  • the property which is my primary residence or any money raised through a loan secured on that property;
  • any rights of mine under a qualifying contract of insurance; 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 dependents are), or may be entitled.

I am a retail (restricted) investor

Self-Certified Sophisticated Investor

A self-certified sophisticated investor is a person for whom at least one of the following statements is true:

  • 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;
  • I have made more than one investment in an unlisted company in the two years prior to the date below;
  • 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;
  • 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 £1 million.

I am a self-certified sophisticated investor