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Inside Investor Club Application & HNWI Statement

About you

First name

Last name

Phone

How did you find out about Inside Investor Club?

What is your business or occupation?

In which of these age ranges do you fall?
less than 4040-4950-5960-69over 70

What is your biggest investment challenge?

What has been your best investment experience?

And your worst?

How could we most help you?

About Your Portfolio

Do you own a property portfolio? Yes/No If yes please describe it.

Do you own stocks and shares?

NoYes

Do you own shares in unlisted companies?

NoYes

In what range does your annual income fall?

Below €50,000

€50,000-€100,000

€100,000-€250,000

Over €250,000

Leaving aside your main home and pension, in what range does your current net worth lie?

Less than €250,000

€250,000 - €999,000

€1-3 million

€3-10 million

Over €10 million

What liquid funds do you have available to invest?
Liquid funds

Less than €50,000

€50-100,000

€100-€250,000

€250,000 - €1,000,000

Over €1,000,000

Is there a timeframe in which you are looking to invest?

Would you like information on Graham’s Eight Figure Journey mentoring programme?

Yes

About Your Investor Status

FCA Regulations require us to hold a certification from you that you qualify as a high net worth investor.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

If you meet condition A or B below, you may choose to be classified as a high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

In the last financial year, did you have:

1. A) An annual income of £100,000 or more? Income does NOT include any one-off pension withdrawals.
  
  No
  
  Yes
  
  If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year
  £
2. AND/OR B) Net assets of £250,000 or more? Net assets do NOT include: your home (primary residence), any loan secured on it or any equity released from it; your pension (or any pension withdrawals) or any rights under insurance contracts. Net assets are total assets minus any debts you owe.
  
  No
  
  Yes
  
  If yes, please specify your net assets (as defined above) to the nearest £100,000 in the last financial year
  £
3. OR C) None of these apply to me.
  Yes

I declare that I have answered yes to A and/or B and wish to be treated as a high net worth individual. I understand that this means:

a) I can receive financial promotions where the contents may not comply with rules made by the Financial Conduct Authority (FCA);
b) I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments. I accept that I could lose all of the money I invest.

Phone:

Date:

Leave this empty:

Your legal name

Your email address

Please Confirm full name and signature.

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October 29, 2024 2:28 am GMT

Inside Investor Club Application & HNWI Statement Uploaded by Graham Rowan - support@insideinvestorclub.com IP 79.140.150.56