Terms & Policies

High Net Worth Investor Statement

High Net Worth Investor Statement


For the purposes of this statement, net assets do NOT include: my home (primary residence), my pension (or any pensions withdrawals) or any rights under qualifying contracts of insurance. Income does NOT include any one-off pension withdrawals.

I confirm that I qualify as a high-net-worth investor on the basis that the following applies to me:

  • In the last financial year I had salary worth £100,000 or more.
  • In the last financial year, I had net assets worth £250,000 or more.

I accept that being a high-net-worth investor will expose me to promotions for investment where there is a significant risk of losing all the money I invest. I am aware that it is open to me to seek professional advice before making any investment in a high-risk investment.