>

In line with the regulatory requirements of Section 21, those looking to explore this realm of investment opportunity must first qualify

Am I Eligible to Explore Alternative Investments?


The asset class of Alternative Investments is relatively new territory in comparison to traditional investment opportunities, especially for those new to the market or those eligible to invest in this particular asset class for the first time.

In line with the regulatory requirements of Section 21, those looking to explore this realm of investment opportunity must first qualify as one of the following:

HIGH NET WORTH INDIVIDUALS

High Net Worth individuals are those who fall into the bracket of an annual income to the value of £100,000 or more, excluding any money withdrawn from pension savings (unless withdrawals are used directly as income in retirement). These individuals also hold net assets to the value of £250,000 or more, excluding their primary residence, money secured through a loan on that property or any additional benefits.

CERTIFIED SOPHISTICATED INVESTOR

A sophisticated/accredited investor is an individual who has been certified by a firm to possess sufficient knowledge to understand the risks involved with engaging in activity in non-mainstream pooled investments.

SELF-SOPHISTICATED INVESTOR

We then fall into the area of self-certified sophisticated investors. Simply put, these are individuals who are a member of a network or syndicate of business angels. They have made one or more investments in an unlisted company in the prior 2 years. Have worked or is working in a professional capacity in the private equity sector or in the provision of finance for small or medium enterprises or is currently or has been the director of a company with an annual turnover of at least £1m

 

FOR EXAMPLE

Michael lives in a great middle-class area in a nice house and drives a practical used car which he bought several years ago. Michael is a regular guy. He is self-employed, runs a factory with over 50 staff and is located in the same town he grew up in. Michael also has a net worth of £4.5m (not including the positive equity in his primary residence).

Sarah, who is a doctor with many years of experience under her belt and comfortably on a salary of +£100k though she does have substantial student debt. She owns a nice but not opulent flat within a large coastal city in a nice neighbourhood and takes public transport to her place of work. Sarah also likes to walk as much as possible, wears nice clothes and considers herself a normal urbanite.

Jeff & Anna met at University and shortly after got married. They both work full time, have 2 school-age children and are now in their mid-40s. They live on the outskirts of town in a medium sized neighbourhood. Tim works as an IT director at a national company whilst Nicole is a full-time PR director at a private company. Both Jeff & Anna have nice used cars and have a combined home income of £200k/year.

They all have something in common. They are an accredited / sophisticated investor and are eligible to engage in alternative investments.

 

Latest Insights

Smaller Which Invest

11 Key Questions to Ask Yourself When Choosing the Right Investment

We all want to know what’s going to be the ‘best’ investment for us individually. The answer to this lies at the intersection of two critical elements.

Smaller 5benefs

5 Beneficial Outcomes for Investors

Alongside the core values that Avantis Wealth hold dear, having a straight forward investment structure helps to reduce risk as you grow in knowledge.

Smaller 7guides

7 Guiding Principles for Selecting Healthy Investments

Here at Avantis Wealth, we have come to believe there are ‘red lines’ that shouldn’t be crossed. These can be critical in determining whether an investment option raises signs of concern or shining beacons that indicate great potential for investors

TALK TO OUR INVESTMENT TEAM

Investment decisions can be complicated. At Avantis, we are here to help you understand the investments that are presented to you. By understanding more about your investment goals, we can give access to opportunities that can achieve these goals.
+44 1273 447 299
invest@avantiswealth.com
8 The Drive, Hove, East Sussex, BN3 3JA
I consent to be contacted via telephone and/or email and i consent to my data being stored by avantis wealth ltd. To comply with european gdpr regulation.

Risk Warning

Your capital is at risk. The value of your investment may go up as well as down. Past performance does not indicate future performance. There is no right for compensation in respect of poor investment performance and your investment is not covered by the UK FSCS. Avantis Wealth Ltd does not provide any advice in relation to the investment opportunities promoted via its Website. Please click here to read the full text of Risk Warning.
Find out more Information

Disclaimer

Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract. Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances if might be difficult to sell at any price. Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service. The content of this website is offered as information only and not to be construed as advice. Avantis Wealth Ltd does not provide pension, investment or financial advice, which can only be provided by a regulated financial advisor. Some of the investments outlined on this website are restricted to certain categories of investor. For these investments it will be necessary for the investor to be categorised prior to the release of any further information.