A Certified Sophisticated Investor is an investor on the basis that in the last three years the investor has received a certificate from an authorised firm confirming that the investor understands the risks with the investment.
Please take a look at the video link below to see how to complete the Investor declaration form.
"CERTIFIED SOPHISTICATED INVESTOR STATEMENT"
Please confirm whether you qualify as a sophisticated investor on the basis that in
the last three years you have received a certificate from an authorised firm
confirming you understand the risks involved with P2P Agreements.
- No
- Yes
If yes, what is the name of the authorised firm? _____________
OR
This does not apply to me. - Yes
I accept that being a sophisticated 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 seek professional advice before making any
investment in a high-risk investment.
Signature:
Date: