What type of investor are you?

There are no wrong answers.

The form you choose will determine the brochure you receive.

I am a sophisticated investor and have previous experience of these or other forms of alternative investments.

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

Click to read statement

Self-certified Sophisticated investor


I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream pooled investments. I understand that this means:
1. I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments;
2. 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.

By signing up you agree to our terms and conditions and agree that the above constitutes a true reflection of your status as a potential investor.

I have an annual income of more than £100,000 and/or currently hold net assets to the value of £250,000 or more. I am happy and confirm my consent to wanting to learn more about your opportunities and services introduced by Liongate Partners.

Click to read statement

High Net Worth Investor


I make this statement so that I can receive promotional communications, which are exempt from the restriction on the promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors.

I declare that I qualify as such because at least one of the following two statements applies to me:
a. I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more
b. I held, throughout the financial year immediately preceding 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 dependents are), or maybe, 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.

By signing up you agree to our terms and conditions and agree that the above constitutes a true reflection of your status as a potential investor.

I am 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.

Click to read definition

Definition of Professional Client – UK


(1) An entity required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:

(a) a credit institution;
(b) an investment firm;
(c) any other authorised or regulated financial institution;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension fund or the management company of a pension fund;
(g) a commodity or commodity derivatives dealer;
(h) a local;
(i) any other institutional investor;

(2) In relation to MiFID or equivalent third country business a large undertaking meeting two of the following size requirements on a company basis:
(a) balance sheet total of EUR 20,000,000;
(b) net turnover of EUR 40,000,000;
(c) own funds of EUR 2,000,000;

(3) In relation to business that is not MiFID or equivalent third country business a large undertaking meeting any of the following conditions:

(a) a body corporate (including a limited liability partnership) which has (or any of whose holding companies or subsidiaries has) (or has had at any time during he previous two years) called up share capital or net assets of at least £5 million (or its equivalent in any other currency at the relevant time);
(b) an undertaking that meets (or any of whose holding companies or subsidiaries meets) two of the following tests:

(i) a balance sheet total of EUR 12,500,000;
(ii) a net turnover of EUR 25,000,000;
(iii) an average number of employees during the year of 250;

(c) a partnership or unincorporated association which has (or has had at any time during the previous two years) net assets of at least £5 million (or its equivalent in any other currency at the relevant time) and calculated in the
case of a limited partnership without deducting loans owing to any of the partners;
(d) a trustee of a trust (other than an occupational pension scheme, SSAS, personal pension scheme or stakeholder pension scheme) which has (or has had at any time during the previous two years) assets of at least £10 million (or its equivalent in any other currency at the relevant time) calculated by
aggregating the value of the cash and designated investments forming part of the trust’s assets, but before deducting its liabilities;
(e) a trustee of an occupational pension scheme or SSAS, or a trustee or operator of a personal pension scheme or stakeholder pension scheme where the scheme has (or has had at any time during the previous two years):

(i) at least 50 members; and
(ii) assets under management of at least £10 million (or its equivalent in any other currency at the relevant time);

(f) a local authority or public authority.

(4) A national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (such as the World Bank, the IMF, the ECP, the EIB) or another similar international organisation;

(5) Another institutional investor whose main activity is to invest in financial instruments (in relation to the firm’s MiFID or equivalent third country business) o designated investments (in relation to the firm’s other business). This include entities dedicated to the securitisation of assets or other financing transactions.

We would apply the same standards for a client who has elected to be treated like a professional investor as described above.
Note: the above definition of “professional client” has been extracted from section 3.5.2 of the Conduct of Business Sourcebook of the Financial Conduct Authority (“FCA”) Handbook.

Please refer to the FCA website (www.fca.co.uk) for additional information. We reserve the right to amend this definition in line with possible amendments to chapter 3.5 of the Conduct of Business Sourcebook of the FCA Handbook.

This category is for those who DO NOT fall within the other listed categories on this page. This simply means you can not see all of the opportunities we have to offer and are restricted to Section 21 Approved Projects Only.

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

It is FREE to enquire and in accordance with the protections under the Data Protection Act 1998, your details will never be passed to any third parties unless requested by you to receive further product information. Should you wish to unsubscribe, you can do so at any time. Completion of one of these forms is NOT an indication of a commitment to undertake any of our services provided.

For further details about our services and to ensure that your enquiry is dealt with appropriately by the correct team, please complete the relevant forms above.

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