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What is the purpose of sophisticated-investor.co.uk?

The purpose of this website is to enable a qualifying investor to self-certify himself or herself online as a Sophisticated Investor or High Net Worth Individual. Creating an account with sophisticated-investor.co.uk allows the user to generate a certificate declaring that he or she meets the requirements for being treated as either a High Net Worth Individual or a Sophisticated Investor and understands what having such a designation entails for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (‘the FPO’).

Members of sophisticated-investor.co.uk can also receive reminders to review and renew their status annually as a High Net Worth Individual or Sophisticated Investor.

Use this site to:
  • Read relevant legislation regarding the promotion of private placement investments
  • Review the requirements of being a Sophisticated Investor or High Net Worth Individual
  • Register and create an account to self-certify as a Sophisticated/HNW Investor
  • Generate a pdf Sophisticated/HNW Investor certificate that can be printed, signed and presented to marketers of private placement investments
  • Receive an annual reminder to renew your status as a Sophisticated or High Net Worth Investor
Lesmoir-Gordon, Boyle & Co. Limited | 31 Dover Street | London W1S 4ND
t: 0207 518 9890
e: info@lgbco.com