SELF CERTIFICATION
CAPITAL AT RISK. There are risks to all forms of investing, particularly in unregulated, complex, non-readily realisable and/or non-transferrable securities like bonds, loan notes and unquoted equity investments. Forecasts are not guarantees and performance may vary. Tax treatment depends on individual circumstances and may change. These investments are NOT covered by the Financial Services Compensation Scheme (FSCS) and clients will NOT have access to the Financial Ombudsman Service (FOS). All investors should seek independent professional advice before deciding to invest. Please read our risk warning before deciding to invest.
CONFIRM YOUR INVESTOR STATUS
Before FJP Investment can provide information concerning specific investment opportunities, we need to establish whether you fall within an eligible investor category.
Please select and complete the statement that applies to you. Completing a statement does not commit you to invest and does not mean that any investment is appropriate for you.
HIGH NET WORTH INDIVIDUAL
You may qualify if, in the last financial year, you had an annual income of £100,000 or more and/or net assets of £250,000 or more.
Certain assets are excluded from the calculation, including your primary residence, pension and rights under insurance contracts.
Please read the complete statement carefully before signing.
SELF-CERTIFIED SOPHISTICATED INVESTOR
You may qualify if one or more of the specified experience criteria applies to you.
These concern certain professional experience, company directorships, investments in unlisted companies or membership of a business-angel network or syndicate.
Please read the complete statement carefully before signing.
IMPORTANT BEFORE YOU CONTINUE
You must answer the questions accurately and confirm that you satisfy at least one criterion in the relevant statement.
If neither investor category applies to you, you should not sign a statement or request information concerning specific opportunities.
Completing an investor statement:
- does not constitute an application to invest;
- does not commit you to make an investment;
- does not represent an endorsement, suitability assessment or personal recommendation; and
- does not remove the need to conduct your own assessment and obtain independent professional advice where appropriate.
After submission, FJP Investment may contact you to explain the areas in which it is currently working and the next steps in its introduction process.