Certain products carry a higher degree of risk to your investment and can by law CPL can only offer these to High Net Worth Individuals and Sophisticated Investors.
If you meet the criteria for either of these categories then you can certify yourself by sending us a signed copy of the appropriate certificate.
We are then able to update your account status and provide you access to these more complex financial products.
It is strongly recommended that anyone interested in becoming self-certified should seek professional financial advice to ensure that they understand the additional risks involved before applying.
A High Net Worth Individual is a person who can confirm that the following definition applies:
I am a certified high net worth individual because at least one of the following applies -
(a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
(b) 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 -
(i) the property which is my primary residence or any loan secured on that residence;
(ii) 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
(iii) 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.
To view these application packs you will need a PDF document reader. You can download a free PDF reader from Adobe at www.adobe.com
Capital Partners London Ltd - 1999-2007
Regulated by the FSA. An appointed representative (No 462287) of First Trade Derivatives Ltd (No 194245) who are authorised and regulated by the FSA
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