Investor eligibility
Which investor category applies to you?
Information checked: 28 October 2026
This guide explains the categories mentioned in the registration form. It does not certify your status or replace the required signed statement or certificate. Eligibility must be verified separately before joining details are provided.
1. High net worth individual
FINANCIAL PROMOTION ORDER · ARTICLE 48
In the last financial year, you had either income of at least £100,000 or qualifying net assets of at least £250,000 throughout that year. One-off pension withdrawals do not count towards income. Net assets exclude your main home and loans secured on it, qualifying insurance rights, and pension benefits.
You must complete the prescribed statement and sign it within the 12 months before the relevant promotion.
2. Certified sophisticated investor
FINANCIAL PROMOTION ORDER · ARTICLE 50
An authorised person has issued a written certificate confirming that you understand the risks of the relevant kind of investment. It must be dated no more than three years before the promotion. You must also sign the required investor statement within the preceding 12 months. Certification applies to the investment types covered by that certificate.
3. Self-certified sophisticated investor
FINANCIAL PROMOTION ORDER · ARTICLE 50A
At least one applies:
- Business-angel network or syndicate membership for at least six months.
- Two or more unlisted-company investments in the past two years.
- Professional work in private equity or SME finance within two years.
- A directorship within two years at a company with annual turnover of at least £1 million.
Complete and sign the prescribed statement within 12 months before the promotion.
4. Pension fund trustee
The reference site's popup also describes a trustee investing pension money for an otherwise eligible beneficiary. That is a condition of its particular offering, not an automatic personal qualification for this webinar. If applying as a trustee, contact admin@quaneqogroup.com before answering the form so the applicable route and documents can be checked.
Before answering the form
Select Yes only if you meet the relevant individual criteria. If you are unsure, contact the webinar team or seek advice from an FCA-authorised adviser. Reading this guide or selecting Yes does not create an exemption or confirm that an investment is suitable for you.
Capital is at risk and you could lose your entire investment. These categories concern eligibility to receive certain financial promotions; they do not guarantee returns or regulatory protection.
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