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We look forward to hearing from you
Whether you have a question, an idea, or just want to say hello, feel free to reach out, we are here to help.
Whether you have a question, an idea, or just want to say hello, feel free to reach out, we are here to help.
Thank you for visiting Level Investment Group.
Level Investment Group acts strictly as an introducer and marketing intermediary in relation to certain private investment opportunities provided by third-party companies and developers.
In order to ensure that information is communicated only to persons for whom it may lawfully be directed, we are required to confirm whether you qualify as either a High Net Worth Investor or a Self-Certified Sophisticated Investor within the meaning of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
Please review the investor statements below carefully and confirm the category that applies to you.
If you do not meet either investor classification, please do not proceed further.
I declare that I am a high net worth investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
I understand that this means:
I qualify as a high net worth investor because at least one of the following applies:
Net assets do not include my primary residence, rights under qualifying insurance contracts, or pension benefits.
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.
I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
I understand that this means:
I qualify as a self-certified sophisticated investor because at least one of the following applies:
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.
Your contact details are collected solely for compliance, verification and record-keeping purposes in connection with this investor declaration.
Thank you. Your investor self-certification has been recorded for compliance purposes.
A member of the Level Investment Group team will review your submission and provide further information where appropriate.