Eligibility

The public material on this website contains information about the mechanics and risks of alternative financing strategies.

Additional material in respect of potential investments may only be viewed by those persons defined as Elective Professional Client, High Net Worth Individual, or Self-Certified Sophisticated Investor.  Only persons who qualify after pre-vetting may become eligible to view the additional material. 

Becoming eligible to view our material in respect of potential investments is a three-step process.

Step One:

Confirm potential eligibility by providing name, address and date of birth.  Eligible investors must be at least 18 years old and have an address in the UK.

Step Two:

Take the Eligibility Test.  The test is designed to assess a person’s understanding of the features and risks of the relevant investments.

Step Three:

Confirm an Eligibility Type from one of the three options listed below:

• Elective Professional Client

  A person may elect to be treated as a “professional client” in respect of potential investments.  This means the person will lose certain protections that are afforded to retail clients, as set out in the Statement For Elective Professional Client.

• Certified High Net Worth Individual

  This applies to a person whose annual income is at least £100k or has net assets valued at £250k or more, as specified in the Statement For Certified High Net Worth Individual.

• Self-Certified Sophisticated Investor

  This applies to a person who has previous experience of similar investments or other alternative investments, as specified in the statement for Statement For Self-Certified Sophisticated Investor.

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Persons who have confirmed their eligibility may view and enter into the relevant investments.

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