INVESTicity

There are three types of investors that can invest with INVESTicity. Full FCA descriptions are below, but if you have any questions, please email us directly at info@investicity.co.uk, and should you wish to take an investment with INVESTicity forward, you will be required to submit a self certification form advising us of your investor status. 

advised investor

An 'Advised Investor' is someone who has an FCA regulated advisor, perhaps an Independent Financial Advisor (IFA), and will receive advice from them about each investment they make with INVESTicity.

FULL DESCRIPTION: Advised Investor Statement

I am a client of a firm that has assessed me as suitable to receive financial promotions. I accept that the investments to which the promotions 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.

self-certified sophisticated investor

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.

FULL DESCRIPTION: Self-Certified Sophisticated Investor Statement

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream investments. I understand that this means:

(i) I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream investments;

(ii) 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:

(a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior;

(b) I have made more than one investment in an unlisted company, in the two years prior;

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

(d) I am currently, or have been in the two years prior, 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-mainstream investments.