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Investment Professional

 

I declare that I am an investment professional for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I am an investment professional because at least one of the following applies:

 

I am a person authorised under FSMA (e.g. an IFA, stockbroker, private wealth manager or fund manager authorised and regulated by the FCA);

I am not an authorised person but:

1. my ordinary activities involve me in carrying on the activity of investing in investments such as bonds or property development for the purpose of a business carried on by me; or

2. it is reasonable to expect I will invest in bonds or property development for the purposes of a business carried on by me;

I represent a government, local authority (whether in the United Kingdom or elsewhere) or an international organisation; and

I am a person (“A”) who is a director, officer or employee of a person (“B”) falling within any of sections 2.2.1 to 2.2.3 above where the communication is made to A in that capacity and where A's responsibilities when acting in that capacity involve him in the carrying on by B of investment activities.

We offer number opportunities to private investors and high Networth individuals. Please complete the form below and Sabrina Amofa, the director, will be in touch shortly to discuss in further detail.

 
 
 
High Net Worth Individual
Self-Certified Sophisticated Investor
Investment Professional
I have selected the investor type(s) which best describes me and read the relevant statement(s) in full. **
 
 

By completing this form you will receive only appropriate communications from us and you can easily opt out at any time. Concerned about data protection? Read our Privacy Policy here.

IMPORTANT!

 

The investments offered are for suitably qualified investors only.

 

Please read the full descriptions below and indicate which, if any, type of investor you are. In the event you are not an appropriate type of investor you may still be interested in purchasing an investment property, in which case please don’t hesitate to call us on 07943 949 833.

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 declaring myself as such I may lose significant rights;

I may have no right to complain to either of the following:

the Financial Conduct Authority; or

the Financial Ombudsman Scheme;

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 the date below, an annual income to the value of £100,000 or more;

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:

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

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

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.

 

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 declaring myself as such I may lose significant rights;

I may have no right to complain to either of the following:

the Financial Conduct Authority; or

the Financial Ombudsman Scheme;

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

I am a certified high net worth individual becauseat 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 prior to the date below;

I have made more than one investment in an unlisted company in the two years prior to the date below;

I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;

I am currently, or have been in the two years prior to the date below, a director of a company with an 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.

 

* Lewis Pownall LTD is not authorised or regulated by the Financial Conduct Authority. The information on our webpages (which has not been issued by, and whose contents have not been approved by, an authorised person for the purpose of the Financial Services and Markets Act 2000) is directed only at persons falling within the exemptions set out in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

LEWIS POWNALL

 

Driven by results, we are pro-active and develop and manage property efficiently with the consumer and client always at the front of our plans.

 

 

Info@lewispownall.co.uk

07943 949 833

CONTACT US

Get in Contact to discuss your needs today!

OPENING HOURs

 

We love to hear from people interested in the service but understand not all time zones are the same. Email is 24 hours so if you cant call or text then email.

Monday - Friday

09.00 to 17.00

Saturday

09.00 to 13.00

Sunday

Closed

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