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Investor Eligibility – FCA Self-Certification Definitions

This is a private and confidential self-certification process, used to ensure information is provided only to eligible investors. Verification is not typically required but may be requested if necessary.

Under UK regulations, this information is only available to individuals who can self-certify under one of the following categories:

 

High-Net-Worth Individual (HNW)

You can self-certify as a High-Net-Worth Investor if at least one of the following applies:

  • Your annual income is £100,000 or more

  • You hold £250,000 or more in net assets, excluding:

    • Your primary residence

    • Pension rights

    • Life insurance policies

    • Shares or assets in your main residence or business

 

Simplified: 

£100k+ income or £250k+ in assets
(e.g. savings, investments, buy-to-let property)

Self-Certified Sophisticated Investor

You can self-certify as a Sophisticated Investor if any of the following apply:

  • You are a member of a business angel network or syndicate

  • You have made more than one investment in an unlisted company in the past two years

  • You have worked in private equity or SME corporate finance in the last two years

  • You are a director of a company with turnover of £1m+ in the last two years

 

Simplified:

Experience with private investments or business ownership
(e.g. previously invested in companies, a company director, or work in finance/property)

Important Notice

By proceeding, you confirm that:

  • You understand this information is not directed at retail investors

  • You accept that investments of this nature carry risk

  • You take responsibility for your own investment classification and decision

 

This is not a public solicitation.
 

If you do not meet the above criteria, please do not proceed.

Signature Fremont Group Ltd act as an introducer for developers and master agents and all products marketed to purchasers are strictly on a non-advised basis only. The information provided by Signature Fremont Group Ltd on behalf of developers and Master Agents is general information only. Purchasers are strongly advised to carry out their own financial and legal assessment of any property or investment offered prior to making any commitment to purchase. Signature Fremont Group Ltd is not authorised and regulated by the Financial Conduct Authority (FCA) and as such is NOT permitted to offer financial advice about investments, be they regulated or unregulated. Signature Fremont Group Ltd does not offer Financial Advice. You must be, and be able to certify as, a high-net worth individual or sophisticated investor to receive information regarding a property bond or loan note. CAPITAL IS AT RISK.

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