Captec Wealth Group

High Net Worth Declaration


I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

  • (a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
  • (b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
  • (c) by signing this statement I may lose significant rights;
  • (d) I may have no right to complain to either of the following – (i) the Financial Conduct Authority; or (ii) the Financial Ombudsman Scheme; and
  • (e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

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; or
  • (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(a); 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.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

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Captec Wealth Group https://captecwealthgroup.com
Signature Certificate
Document name: High Net Worth Declaration
Unique Document ID: 289e281e92d90d65c1a9a270617756c57f32a822
Timestamp Audit
20th August 2019 11:17 am GMTHigh Net Worth Declaration Uploaded by Matthew Woods - admin@captecwealthgroup.com IP 2.137.83.249
16th March 2020 9:14 am GMTAdmin Captec - admin@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 88.8.169.9
16th March 2020 9:14 am GMTZachary Birch - zachary.birch@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 88.8.169.9
31st March 2020 9:21 pm GMTAdmin Captec - admin@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249
31st March 2020 9:21 pm GMTZachary Birch - zachary.birch@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249
9th April 2020 7:23 pm GMTAdmin Captec - admin@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249
9th April 2020 7:23 pm GMTZachary Birch - zachary.birch@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249
9th April 2020 7:23 pm GMTMatthew Woods - matthew.woods@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249
23rd April 2020 12:02 pm GMTCaptec Administration - admin@captecwealthgroup.com added by Matthew Woods - admin@captecwealthgroup.com as a CC'd Recipient Ip: 2.137.83.249