Before accessing this information, please read the relevant investor statement below and confirm your status.
This website is directed only at persons who qualify as either a Certified High Net Worth Individual or a Self-Certified Sophisticated Investor.
If you do not meet one of these criteria, you must not proceed.
1. Certified High Net Worth Individual
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:
I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
by signing this statement I may lose significant rights;
I may have no right to complain to either the Financial Conduct Authority or the Financial Ombudsman Service;
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:
I had, during the financial year immediately preceding today’s date, an annual income of £100,000 or more; or
I held, throughout the financial year immediately preceding today’s date, net assets of £250,000 or more.
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.
2. Self-Certified Sophisticated Investor
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 can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
by signing this statement I may lose significant rights;
I may have no right to complain to either the Financial Conduct Authority or the Financial Ombudsman Service;
I may have no right to seek compensation from the Financial Services Compensation Scheme.
I am a self-certified sophisticated investor because at least one of the following applies:
I am a member of a network or syndicate of business angels and have been so for at least the last six months;
I have made more than one investment in an unlisted company in the two years prior to today’s date;
I am working, or have worked in the two years prior to today’s date, in a professional capacity in private equity or SME finance;
I am currently, or have been in the two years prior to today’s date, a director of a company with annual turnover of at least £1 million.
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.
Declaration Submitted
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.
Level Investment Group introduces individuals to UK residential and commercial property opportunities made available by third-party developers and property companies. We work with external providers across a range of developments, including city centre apartments, regeneration schemes and new-build housing projects, enabling individuals to explore opportunities connected to property acquisition and ownership within the UK property sector. Our role is limited to marketing opportunities and facilitating introductions between interested individuals and the relevant developer or property provider
