What kind of investment are you interested in?

Select any broad categories you would like to explore. This is an expression of interest, not a recommendation.

Shares / equitiesOwnership interests in companies; values can rise or fall.Funds and ETFsPooled investments that may hold a range of assets.Bonds / fixed incomeDebt securities issued by governments or companies.Property-related investmentsInvestment exposure linked to property or property businesses.Private marketsInvestments not generally traded on public markets; liquidity and protections can differ.Other / not sureUse this if you want to discuss your objectives before narrowing the category.

How much are you looking to invest?

What is your risk appetite?

LowerYou place greater emphasis on limiting fluctuations and potential loss.MediumYou can accept meaningful fluctuations and some risk of capital loss.HigherYou can accept substantial fluctuations and the possibility of significant or total loss for some investments.

Risk appetite is only one part of assessing whether an investment may be appropriate. Capacity for loss, objectives, knowledge, experience and time horizon can also be relevant.

What type of investor are you?

Choose the description that best reflects your current status. Do not select a category simply to gain access to investments.

High net worth individualI understand the statutory classification uses specific eligibility criteria and a prescribed statement. Current UK legislation includes annual income of £100,000 or more and/or net assets of £250,000 or more, with specified exclusions, for the relevant exemption.Certified sophisticated investorI hold a current certificate from an authorised person stating that I have sufficient knowledge to understand the risks associated with the relevant description of investment, and understand that a prescribed declaration may also be required.Self-certified sophisticated investorI understand the statutory criteria can include recent professional private-equity/SME-finance experience, directorship of a company meeting the turnover threshold, or qualifying business-angel network membership, and that a prescribed statement is required.None of these / not sureI do not want to self-classify, or I need more information before doing so.

Important: this screen does not itself complete any statutory investor certificate or prescribed statement. Classification rules depend on the investment and promotion being considered. The FCA warns people to be careful about ticking high-net-worth or sophisticated-investor boxes because doing so can affect protections.

Classification summary based on official UK sources current when this prototype was built: FCA Handbook COBS 4.12B and UK legislation governing financial-promotion exemptions.

Your details

Leave your details so your comparison enquiry can be reviewed.

Full nameEmail addressPhone numberI agree to my details being used to respond to this enquiry.Replace this prototype wording with the final controller, lawful-basis, retention and partner-sharing wording before launch.

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We’ve got everything we need to find relevant investment options based on the information you’ve provided. You’ll see what happens next when you continue. This does not constitute financial advice or a recommendation to invest.