They have an annual income of a minimum of £100k from sources other than their pension or they own assets in excess of £250k which excludes the value of their pension pot and their home.
Please view video link below to see how to complete the Investor declaration form.
"HIGH NET WORTH INVESTOR STATEMENT"
Please confirm whether you qualify as a high-net-worth investor on the basis that
A or B apply to you.
In the last financial year did you have:
A) an annual income of £100,000 or more? Income does NOT include any one off pension withdrawals.
A or B apply to you.
In the last financial year did you have:
A) an annual income of £100,000 or more? Income does NOT include any one off pension withdrawals.
- No
- Yes
If yes, please specify your income (as defined above) to the nearest
£10,000 in the last financial year _____________
B) net assets of £250,000 or more? Net assets do NOT include: your home
(primary residence), your pension (or any pension withdrawals) or any rights
under qualifying contracts of insurance.
- No
- Yes
nearest £100,000 in the last financial year _____________
OR
C) None of these apply to me.
- Yes