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    INVESTOR CRITERIA

    If you have annual income of more than £100,000 or savings of more than £250,000, please select Certified High Net Worth Investor. If these criteria are not applicable to you, please select Self-Certified Sophisticated Investor. A full description of the relevant criteria is available via the drop downs below.

    A CERTIFIED HIGH NET WORTH INVESTOR

    A Certified High Net Worth Investor will fulfil at least one of the below criteria:

    1. An annual income of £100,000 or more for the last financial year
    2. Held net assets to the value of £250,000 or more for the last financial year, excluding:
      a. The property which is their primary residence or any money raised through a loan secured on that property; or
      b. Any rights under a qualifying contract of insurance; or
      c. Any benefits (in the form of pensions or otherwise) which are payable on the termination of service or on death or retirement and to which they (or their dependents) are, or may be entitled; or
      d. Any withdrawals from pension savings (except where the withdrawals are used directly for income in retirement)

    SELF-CERTIFIED SOPHISTICATED INVESTOR

    A Self-Certified Sophisticated Investor will fulfil at least one of the below criteria:

    1. A member of a network or syndicate of business angels and have been so for at least the last six months;
    2. Made more than one investment in an unlisted company in the last two years;
    3. Working, or have worked in the last two years, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
    4. Currently or have been in the last two years, a director of a company with an annual turnover of at least £1 million

    OUR VISION IS TO BE THE TRUSTED HOME FOR CAPITAL, KNOWN FOR SMART INVESTING