LionGate Partners

Self-Declaration [Everyday / Restricted Investor]



Statement for Everyday / Restricted Investor
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 unlisted shares and unlisted debt securities.
 
Definition of Everyday / Restricted Investor – UK:

Anyone can become an Everyday/Restricted Investor. You just need to agree to not make more than 10% of your investments (including savings, stocks, ISAs, bonds and property excluding your primary residence) into company shares that cannot easily be sold, such as the ones listed on Liongate Partners website. This is why the Financial Conduct Authority refers to them as ‘Everyday investors’. Everyday / Restricted Investors are the ‘crowd’ and the majority of investors will fall into this broad category.

 

FULL DESCRIPTION: Everyday/ Restricted Investor Statement
I make this statement so that I can receive promotional communications relating to unlisted shares and unlisted debt securities as a restricted investor. I declare that I qualify as a restricted investor because:
 
(a) in the twelve months preceding, I have not invested more than 10% of my net assets in unlisted shares or unlisted debt securities, and
(b) I undertake that in the twelve months following I will not invest more than 10% of my net assets in unlisted shares or unlisted debt securities.
 
Net assets for these purposes do not include:
(a) the property which is my primary residence or any money raised through a loan secured on that property;
(b) any rights of mine under a qualifying contract of insurance; or
(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 and to which I am (or my dependents 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 unlisted shares and unlisted debt securities.

 

 

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Signature Certificate
Document name: Self-Declaration [Everyday / Restricted Investor]
Unique Document ID: b830863c5196ab8931a881822fc55a6007471aef
Timestamp Audit
April 16, 2018 23:21 GMTSelf-Declaration [Everyday / Restricted Investor] Uploaded by Lion Gate Partners - info@liongate-partners.com IP 81.110.162.243