High Net Worth Individual Statement

If you meet condition A or B below, you may choose to be classified as a High Net Worth Individual for the purposes of the Financial Services and Markets Act 2000 Financial Promotions Order.

In the last financial year, did you have:

A) An annual income of £170,000 or more? Income does NOT include any one-off pension withdrawals.

☐ No

☐ Yes

If yes, please specify your income (as defined above) to the nearest £10,000 in the last financial year
(£________________________)

AND/OR

B) Net assets of £430,000 or more? Net assets do NOT include: your home (primary residence), any loan secured on it or any equity released from it; your pension (or any pension withdrawals_ or any rights under insurance contracts. Net assets are total assets minus any debts you owe.

☐ No

☐ Yes

If yes, please specify your net assets (as defined above) to the nearest £100,000 in the last financial year
(£________________________)

C) None of these apply to me.

☐ Yes

_____________________________________________________________________________________________

I declare that I have answered yes to A and/or B, and wish to be treated as a High Net Worth Individual.
I understand that this means: 

a) I can receive financial promotions where the contents may not comply with rules made by the Financial Conduct Authority (FCA);

b) I can expect no protection from the FCA, the Financial Ombudsman Service or the Financial Services Compensation Scheme.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

I accept that I could lose all of the money I invest.

I am aware that Clarion does NOT give financial advice and as such cannot make personalised investment recommendations to me. If I require financial advice I understand that it is my responsibility to seek appropriate advice from an independent financial adviser prior to making any investments.