Types of investor

Business Meeting

Angel investors

Angel investors are individual investors using their own capital.​

By signing up for our newsletter as an angel investor, you are confirming that you self-certify as a High Net Worth (HNW) investor or a Sophisticated Investor. Please see the Investor Statements below, and confirm that one applies to you.

  • If you earn more than £100,000 a year or have net assets of more than £250,000, the High Net Worth category is probably applicable to you. 

  • Sophisticated investors will have invested in more than one unlisted company in the last two years or been a member of a business angel syndicate or network for at least six months.

High Net Worth Investor Statement 

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments.

 

The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

  • I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;

  • I held, throughout the financial year immediately preceding the 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 money raised through a loan secured on that property;

  • any rights of mine under a qualifying contract of insurance; or

  • any benefits (in the form of pensions or otherwise) 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.

 

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments

Image by ThisisEngineering RAEng
 
Image by ThisisEngineering RAEng

Self-certified Sophisticated Investor

Investor Statement

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means:

  • I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-readily realisable securities;

  • The investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.

I am a self-certified sophisticated investor because at least one of the following applies:

  • I am a member of a network or syndicate of business angels and have been so for at least the last 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 date below;

  • 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 currently, 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 million.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable securities.