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High Net Worth Individual: A person with an annual income of at least £100,000 or net assets of at least £250,000, excluding their primary residence, pensions, and certain insurance rights.
Sophisticated Investor: An individual certified by a regulated firm as having sufficient knowledge and experience to understand the risks associated with certain types of investments, or who meets specific criteria related to investment experience or professional qualifications.
We want you to understand how our service works and why we need your details. Please confirm you have read, understood and accepted our terms of business.
