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High Net Worth

Statement

I make this statement so that I can receive promotional communications from Financial Network 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. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).
  • 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:
    1. the property which is my primary residence, or any money raised through a loan secured on that property; or
    2. any rights of mine under a qualifying contract of insurance; or
    3. 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; or
    4. any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).
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