Self-Certification

LEAD MAGNET PDF REQUEST

    High Net Worth Investor

    I make this statement so I can receive promotional communications except for the restriction of promotion of non-readily realisable securities relating to certified high net worth investors. I declare I qualify as such because at least one of the following applies to me throughout the last financial year:

    • I had during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. This excludes money withdrawn from my pension (except where the withdrawals are used directly for income in retirement)
    • I help through the financial year immediately preceded the date below, net assets to the value of £250,000 or more.

    Net assets for these purposes do not include:

    • The property which is my primary residence, or any loan secured on that residence
    • Any rights of mine under a qualifying contract of insurance or pensive 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.
    • Any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement)

    I understand that by being a self-certified high net worth individual this means;

    • I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority.
    • The content of such financial promotions may not conform to rules issued by the Financial Conduct Authority.
    • By signing this statement I may lose significant rights.
    • I may have no right to complain to either of the following; The Financial Conduct Authority or The Financial Ombudsman Scheme.

    I may have no right to seek compensation from the Financial Services Compensation Scheme. I accept that the investments to which the promotions will relate may expose me to significant risk of losing all of the money or other property invested and I am aware that it is open to me to seek advice from someone who specialises in advising on this kind of investment.

    Self-Certified Sophisticated Investor

    I declare I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand this means I can receive promotional communications that may not have been approved by a person authorised by the Financial Conduct Authority which relate to investments in non-readily realisable securities. I am a self-certified sophisticated investor because at least of the following applies;

    • I am a member of a network or syndicate of business angels and have been so, for at least six months prior to the date below.
    • I have made more than one investment in an unlisted company in the two years prior to the below date.
    • 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.
    • I am current or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1,000,000.

    IMPORTANT: To view any of the OEH Group’s investments, you will need to confirm your qualifying status by clicking the ‘I Agree’ button located below.

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