Fixed Income Investor Classifications

According to the Financial Services and Markets Act of 2000, an authorised person has not approved the content of this website. Reliance on this website for the purpose of engaging in any investment activity may expose an individual to a risk. Individuals will not have access to the FSCS and must fall into one of the investor categories below to invest in the fixed-income investments on offer.

High Net Worth Individual Exemption

Annual income of £170,000 (or currency equivalent) or net assets of £430,000 (or currency equivalent), excluding primary residence and certain other matters.

You have invested in more than one unlisted company, been a director of a company with an annual turnover of at least £1 million (or currency equivalent), or worked in private equity in the last two years, or you have been a member of a business angel network for at least the last six months.

Self-certified Sophisticated Investor

of business angels and have been so for at least the last six months prior; is working, or have worked in the two years prior, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises; is currently, or have been in the two years prior, a director of a company with an annual turnover of at least £1.6 million (or currency equivalent).