I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;

(b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;

(c) by signing this statement I may lose significant rights;

(d) I may have no right to complain to either of the following—

(i) the Financial Conduct Authority; or
(ii) the Financial Ombudsman Scheme;

(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a certified high net worth individual because at least one of the following applies—

(a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;

(b) 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—

(i) the property which is my primary residence or any loan secured on that residence;

(ii) any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or

(iii) 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.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.


Date:

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In accordance with Data Protection Act 2018, or GDPR, I consent to the use of my data as detailed in the Privacy Policy.

 

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Signature Certificate
Corporate Bonds - Statement for Certified High Net Worth Individual
Lock icon Unique Document ID: 783b14762993c0533f928cd097800f94970bdc0e
Timestamp Audit
10th June 2021 9:28 am BSTCorporate Bonds - Statement for Certified High Net Worth Individual Uploaded by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk IP 185.79.186.10
10th June 2021 10:35 am BSTJohn Clinton - j.clinton@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
10th June 2021 10:35 am BSTBlack Castle Capital Applications - applications@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
10th June 2021 10:35 am BSTAdministrator Email - admin@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
14th December 2021 12:56 pm BSTJohn Clinton - j.clinton@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
14th December 2021 12:56 pm BSTBlack Castle Capital Applications - applications@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
14th December 2021 12:56 pm BSTAdministrator Email - admin@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
14th December 2021 12:56 pm BSTVickie Wardley - v.wardley@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
19th August 2022 4:02 pm BSTBlack Castle Capital Applications - applications@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
19th August 2022 4:02 pm BSTAdministrator Email - admin@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
19th August 2022 4:02 pm BSTVickie Wardley - v.wardley@blackcastlecapital.co.uk added by Black Castle Capital Administrator - admin@blackcastlecapital.co.uk as a CC'd Recipient Ip: 185.79.186.10
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