Individual Investor

Suitability assessment form (CFIF)

Suitability assessment form (CFIF)

In addition to the funds profiled on our website, Gresham House may be in a position to offer investment opportunities that are subject to certain restrictions on promotions to Irish investors.

Do not invest unless you are prepared to lose all the money you invest. This is a high-risk investment with significant liquidity restrictions, and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more – Forestry , Sustainable Infrastructure and Private Equity

To be provided with information on these investments, you must:

  • Be an investment professional authorised to advise on these funds; or
  • Have completed the form below and have been assessed by Gresham House as being suitable and appropriate to receive information on the fund as a result of being either a Qualifying Investor or Professional Investor as defined by MiFID.

Complete the form below to access information about restricted funds.

If you wish to receive information on an investment proposal in an Unregulated Collective Investment Scheme (UCIS) promoted by Gresham House directly, you must first complete this form. If you are in any doubt as to whether an investment of this type is a suitable investment for you, you are strongly advised to contact a regulated professional investment adviser who can advise you on investments of this type, prior to submitting this form.

Central Bank of Ireland rules restrict the promotion of UCISs or non-mainstream pooled investments to retail investors in Ireland.

The information you give Gresham House in this form will be used by Gresham House to determine whether any particular investment promoted by Gresham House may be appropriate for you.

As a potential investor in a UCIS you are advised that Gresham House undertake transactions on an ‘execution only’ basis, which means that in relation to any particular transaction no advice will be given to you by Gresham House, and Gresham House will not exercise any judgement on your behalf about the merits of, or the suitability for you, of that transaction.

Any information you give on this form will be treated as strictly confidential.

By completing this form you are providing consent for Gresham House or other members of the Gresham House Group to process your personal data and provide details of relevant investment opportunities.

All parties should complete:
1. Section A (Client Information) and Section D (Declaration)
and
2. Section B or C as appropriate (using the drop downs below) 

Please read the Gresham House Terms of Business Agreement for Retail Clients >> before completing.