Investor Definitions

Certified Sophisticated Investor

You confirm one of the following:

  • You have been a director of a company turning over at least £1 million within the last two years.
  • You have made more than one investment in an unlisted company in the last two years.
  • You have been a member of a network or syndicate of business angels for at least six months.
  • You have worked in the past two years in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

Certified High Net Worth Investor

You confirm that you either:

  • Have an annual income in excess of £100K or
  • Have net assets in excess of £250K beyond your pension fund assets and your private residence.

Investment Professional

You confirm that you deem to possess the experience, knowledge and expertise to make your own investment decisions and properly assess the risks they incur.

High Net Worth Company

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