Declarations

What type of investor are you?

There are no wrong answers.

The form you choose will determine the brochure you receive.

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.

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 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.

Capital at Risk. No FSCS cover. See Disclaimer

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