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 Assetz® Property
Investment Fund Management was established to deliver new and innovative
property investment opportunities. Some of these investment opportunities
take the form of unlisted securities and other joint venture vehicles that
require the Self-Certification as High Net Worth or Sophisticated by the
potential investor before we can discuss the opportunities further.
In order to invest in investments such as Joint Ventures investors need
to self-certify as a High Net Worth Investor or a Sophisticated Investor
provided they are able to do so. This provides the opportunity to invest
in opportunities which would previously have been restricted to a select
few investors who were certificated by their accountant as high net worth
or sophisticated under the old regime.
The FSA legislation makes the following classifications:
High Net Worth Investors
- have an income in excess of GBP 100,000 per annum and/or
- have net assets (excluding primary residence) in excess of GBP 250,000
Sophisticated Investors
- have made at least 2 investments in an unlisted company in the last 2
years
- have worked in the private equity sector or in the provision of finance
for SMEs
- or have been in the last 2 years a director of a company with a turnover
of at least GBP 1 million
- have been a member of an angel network or syndicate for the last 6 months
If you would like to receive details of our property joint venture opportunities
please complete one of the two statements below and file it yourself in your
records. You may then register for notification of future property investments.
Please note that we can ONLY send investment opportunities to you if you
confirm that you have signed one of the statements.
It is possible to download both of the statements below. Once signed, please
retain the statement in your records.
High
Net Worth Statement
Sophisticated Investor Statement
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