In order to be eligible to receive Financial Promotions such as information memorandums from the investment providers, you will need to declare what type of investor you are. This is predominantly based upon your investment experience and / or the level of assets that you own, not including the equity you own in your primary residence.
You can self-certify digitally through our website or by sending us the signed form by post. When completed digitally, the self-certification process takes approximately 2 minutes.
There are two main categories of investors:
High Net Worth Individual (this is typically when a person earns £100,000 or more per annum or has £250,000 or more in assets not including the equity in their home)
Self-Certified Sophisticated investor (this is typically when a person has either invested in in unlisted company in the two years prior to the declaration, worked in a professional capacity in the private equity sector, have been a director of a company with an annual turnover of at least £1 million. or a member of a network or syndicate of business angels)
If eligible, you can complete and sign the online self-certification form using your mouse or smartphone and once we receive the completed form we will send you the Invitation Document and the welcome email with ‘next steps’.
Amyma is positioned to solely introduce investment providers to exempt investors like Certified High Net Worth Individuals and Self-Certified Sophisticated Investors.
Any individuals who are in any doubt about the investment to which the communication relates should consult an authorised person specialising in advising on investments of the kind in question.
By declaring that you are a certified High Net Worth Individual or Self-Certified Sophisticated Investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, you are declaring that you qualify to receive information from the investment provider(s) and that you understand that:
- you can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
- the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
- by signing this statement I may lose significant rights;
- I may have no right to complain to either of the following –
- (i) the Financial Conduct Authority; or
- (ii) the Financial Ombudsman Scheme; and
- I may have no right to seek compensation from the Financial Services Compensation Scheme.