Investor description
Anyone can become an Everyday Investor. You just need to agree to invest no more than 10% of your net assets into company shares, bonds, funds or any other securities which are not listed or sold on a stock exchange. “Net assets” in this case means all of your financial resources, apart from the value of your main home, after deducting your expenses and any debts you may have. This is why the Financial Conduct Authority refer to them as ‘Restricted Investors’. Everyday Investors are the 'crowd' and the majority of investors will fall into this broad category.
Investor statement
I make this statement so that I can receive promotional communications relating to non-readily realisable securities as a restricted investor. I declare that I qualify as a restricted investor because:
- in the twelve months preceding the date below, I have not invested more than 10% of my net assets in non-readily realisable securities; and I undertake that in the twelve months following the date below, I will not invest more than 10% of my net assets in non-readily realisable securities.
Net assets for these purposes do not include:
- the property which is my primary residence or any money raised through a loan secured on that property;
- any rights of mine under a qualifying contract of insurance; 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 the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on unlisted shares and unlisted debt securities.
By accepting, I agree to Red Ribbon Asset Management Plc's terms and conditions, the conditions set out in the investor statement as of 12th February 2018, and confirm that I have read the Red Ribbon Asset Management Plc's privacy & cookie policy.
Investor description
I am an existing client of a financial advisor or wealth manager and they will provide me with advice about whether this investment (or investments found through this site) are suitable for me.
Investor statement
I make this statement so that I can receive promotional communications relating to non-readily realisable securities as an advised investor.
I declare that I qualify as an advised investor because:
- (a) I am already a client of a regulated firm, such as an Independent Financial Adviser or Wealth manager; (“my financial adviser”); and
- (b) My financial adviser will advise my about whether any investment are suitable where I viewed the investment details through Co-Investor’s website.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.
By accepting, I agree to Red Ribbon Asset Management Plc's terms and conditions, the conditions set out in the investor statement as of 12th February 2018, and confirm that I have read the Red Ribbon Asset Management Plc's privacy & cookie policy.
Investor description
This group is for people who have invested in more than one unlisted company in the last two years or been a member of a business angel syndicate or network for at least six months.
Investor statement
I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means:
- I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-readily realisable securities;
- The investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.
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 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 the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable securities.
By accepting, I agree to Red Ribbon Asset Management Plc's terms and conditions, the conditions set out in the investor statement as of 12th February 2018, and confirm that I have read the Red Ribbon Asset Management Plc's privacy & cookie policy.
Investor description
If you earn more than £100,000 a year or have net assets of more than £250,000, the High Net Worth category is probably applicable to you.
Investor statement
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
- I had, throughout 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 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 money raised through a loan secured on that property;
- any rights of mine under a qualifying contract of insurance; 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 the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.
By accepting, I agree to Red Ribbon Asset Management Plc's terms and conditions, the conditions set out in the investor statement as of 12th February 2018, and confirm that I have read the Red Ribbon Asset Management Plc's privacy & cookie policy.
