High Networth Investor Statement

I make this statement so that I can receive promotional communications which are exempt from the restrictions on promotions of non-readily realisable securities and 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;
  • 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; or
  • 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 dependants are), or may be, entitled; or
  • any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).