Client Suitability Forms

I self-declare myself as an investor in one of the following categories

The form you sign will determine the brochure that is issued to you.

I fall into one of the following categories:

  • 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 am happy and confirm my consent to wanting to learn more about services and opportunities introduced by LionGate Partners.

I fall into one of the following categories:

  • In the last financial year, I have had an annual income to the value of £100,000 or more.
  • In the last financial year, I have held net assets to the value of £250,000 or more.

“net assets” for these purposes do not include:

(a) Primary residence or any money raised through a loan secured on that property.

(b) Any rights qualifying under a qualifying contract of insurance.

(c) Any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by LionGate Partners.

Sophisticated Investor

SELF-CERTIFIED SOPHISTICATED INVESTOR

I fall into one of the following categories:

  • 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 am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

High Net Worth Individual

SELF-CERTIFIED HIGH NET WORTH

I fall into one of the following categories:

  • In the last financial year, I have had an annual income to the value of £100,000 or more.
  • In the last financial year, I have held net assets to the value of £250,000 or more.

“net assets” for these purposes fo not include:

(a) Primary residence or any money raised through a loan secured on that property.

(b) Any rights qualifying under a qualifying contract of insurance.

(c) Any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

I fall into this category as a professional investor as defined by section 3.5.2 COBS Sourcebook, FCA Handbook.

Click to read the definition if unsure.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

This category is for ‘Every Day or Restricted Investors’. This simply means you can not see all of the opportunities we have to offer. Read More by clicking the button below.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

Professional Investor

SELF-CERTIFIED PROFESSIONAL INVESTOR

I fall into this category as a professional investor as defined by section 3.5.2 COBS Sourcebook, FCA Handbook.

Click to read the definition if unsure.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

Restricted Investor

SELF-CERTIFIED RESTRICTED INVESTOR

This category is for ‘Every Day or Restricted Investors’. This simply means you can not see all of the opportunities we have to offer. Read More by clicking the button below.

I am happy and confirm my consent to wanting to learn more about services and opportunities introduced by Liongate Partners.

Thank you for confirming your investor status by filling in one of the self-certified forms above.

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