Eligible investors

Sophisticated Investors.

Sophisticated investor status depends on relevant experience and should not be selected unless it accurately reflects your circumstances.

This information is not investment advice. IGI information is only intended for eligible recipients who can lawfully receive it.

Category
Sophisticated investor
Purpose
Eligibility route
CTA
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Definition

What this category is for

01

Sophisticated investor declarations are designed for people with enough relevant experience to understand higher-risk investment information and the consequences of proceeding without advice.

Checklist

Questions to ask

02
  • Be clear about the investment experience you are relying on.
  • Do not proceed if you are uncertain about the product, risk or withdrawal terms.
  • Use the monthly interest calculator only as an illustration.
  • Ask a regulated adviser for personal advice.
Next step

Ready to continue?

Start with the eligibility flow before reviewing product-specific information or opening an account.

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Simple monthly interest for eligible clients, tracked through the IGI platform.
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Regulatory information

IGI Limited is registered in England and Wales under company number 13141820. Our registered address is 20-22 Wenlock Road, London, England, N1 7GU.

IGI Ltd is not authorised and regulated by the FCA and we do not give investment advice, you should contact a regulated investment professional if you require investment advice.

Investment products are available to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations, etc.) Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this information may otherwise lawfully be sent or viewed.

If you do not fall within such descriptions, then you should not act upon the information contained on this website.

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