High Net Worth Individual and Sophisticated Investor Classification

Certified High Net Worth Individual

You confirm that you either:

  • have a net annual income in excess of £100,000; or
  • have net assets in excess of £250,000 beyond your pension fund assets and your private residence


Certified Sophisticated Investor

You confirm that have been one of the following:

  • A director of a company turning over at least £1 million within the last two years
  • Have made more than one investment in an unlisted company in the last two years
  • A member of a network or syndicate of business angels for at least six months
  • 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