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High Net Worth Statement
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Please confirm whether you qualify as a High Net Worth investor on the basis that A or B apply to you.
In the last financial year, did you have:
A) An annual income of
£100,000 or more
? Income does
NOT
include any one-off pension withdrawals
Selector: A) Statement
*
No
Yes
If yes, please specify your income (as defined above) to the nearest £10,000.00 in the last financial year
Net assets of
£250,000.00 or more
? Net assets do
NOT
include: Your home (primary residence), your pension (or any pension withdrawals) or any rights under qualifying contracts of insurance
Selector: B) Net assets of £250,000 or more
*
No
Yes
If yes, please specify your net assets (as defined above) to the nearest £100,000.00 in the last financial year
C) None of these apply to me
C) None of these apply to me
*
No
Yes
I/we accept that being a high-net-worth investor will expose me/us to promotions for investments where there is a significant risk of losing all the money I/we invest.
I/we am/are aware that it is open to me/us seeking advice before making any investment in a high-risk investment.
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Your email address
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Your phone number
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