Blogs about: High Net Worth Individual
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FSA Client Categories
Client categorisation is an area where many people (including FSA authorised firms) are still confused. To be fair to them, it has changed a few times and there are several complications and clashing… more →
StypersonPOPE
FSA Client Categories
Simon Webber wrote 2 months ago: Client categorisation is an area where many people (including FSA authorised firms) are still confus … more →
Three Routes to Promote a UCIS
Simon Webber wrote 2 months ago: The Financial Services and Markets Act (FSMA) imposes a restriction on unregulated collective invest … more →
FSA Sophisticated Investor and High Net Worth Individual Certificates
Simon Webber wrote 2 months ago: Some communications about financial services are restricted to ‘certified’ investors. Th … more →
Types of Investor under FSA rules
Simon Webber wrote 5 months ago: If you are a potential investor, we’d be very grateful if you could take 30 seconds to complet … more →
Property Funds - Investment & Development
Simon Webber wrote 1 year ago: We’ve worked on a number of property development funds recently. They have all been structure … more →
Investor Certificates
Simon Webber wrote 1 year ago: If, under the FSA’s rules you qualify as a High Net Worth Individual or a Sophisticated Invest … more →
Certified High Net Worth & Sophisticated Investors
Simon Webber wrote 1 year ago: The Financial Services Authority (FSA) categorises individual investors in a number of ways and allo … more →
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