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Membership Disclaimer - The Route Skip to main content

Membership Disclaimer

I have read the disclaimer statements and confirm that I am either a Certified High Net Worth Individual OR a Self Certified Sophisticated Investor.

STATEMENT FOR CERTIFIED HIGH NET WORTH INDIVIDUALS

I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
I understand that this means:

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
(b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
(c) by signing this statement I may lose significant rights;
(d) I may have no right to complain to either of the following –
(i) the Financial Conduct Authority; or
(ii) the Financial Ombudsman Scheme;
(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a certified high net worth individual because at least one of the following applies –

(a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
(b) I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include –
(i) the property which is my primary residence or any loan secured on that residence;
(ii) any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.
I accept that I can lose my property and other assets from making investment decisions based on financial promotions.
I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

STATEMENT FOR A SELF-CERTIFIED SOPHISTICATED INVESTOR

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2001.

I understand this means:

(a) I can receive financial promotions that may not have been approved by
a person authorised by the Financial Conduct Authority;
(b) the content of such financial promotions may not conform to rules
issued by the Financial Conduct Authority;
(c) by signing this statement I may lose significant rights;
(d) I may have no right to complain to either of the following:
(i) the Financial Conduct Authority; or (ii) the Financial Ombudsman Scheme;
(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a self-certified sophisticated investor because at least one of the following applies:

(a) I am a member of a network or syndicate of business angels and have
been so for at least the last six months prior to the date below;
(b) I have made more than one investment in an unlisted company in the
two years prior to the date below;
(c) I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
(d) I am currently, or have been in the two years prior to the date below, a
director of a company with an annual turnover of at least £1 million.
I accept that I can lose my property and other assets from making investment decisions based on financial promotions.