Self-certification
we require prospective investors to self-certify their investor status across various categories including experience, risk tolerance, and net worth. This allows us to evaluate which investment opportunities may be suitable to discuss further based on the client’s profile and goals
we take great care to ensure any investment opportunities we present to clients are a suitable match based on their investor profile and financial situation. As part of our onboarding process, prospective investors are required to self-certify their investor status across various categories so that we can make informed recommendations aligned to their knowledge, experience, risk tolerance, and net worth.
This allows us to better understand the types of investments that may be appropriate for each client. We aim to assess their experience across asset classes, comfort with various levels of risk, liquidity needs, time horizons, and overall financial standing. Their responses help our team evaluate which of the diverse UK and global offerings in our pipeline are likely to be promising options to discuss further.
High-Net-Worth Individuals
I have an annual income of more than £100,000 or savings of more than £250,000 and I understand my capital is at risk if I proceed
Sophisticated Individual
I have previous experience of similar financial products or other alternative investments and I understand my capital is at risk if I proceed.