Individual Investor Individual Investor

Suitability assessment form (CFIF)

Suitability assessment form (CFIF)

In addition to the funds profiled on our website, Gresham House manages opportunities that are subject to restrictions on promotions to investors.

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

  • Be an investment professional authorised to advise on these funds; or
  • Have completed the form below (‘CFIF’) and been assessed by Gresham House as being suitable and appropriate to invest in the fund due to either being a Certified High-Net-Worth Investor or a Self-Certified Sophisticated Investor; or
  • Be a Certified Sophisticated Investor; or
  • Be an Eligible Counterparty or Professional Client as set out in the FCA Handbook.

 

Complete the form below for access to information about restricted funds.

IMPORTANT INFORMATION:
This website uses cookies to ensure you get the best experience on our website.
We have recently updated our Online Privacy and Cookies Policy (the “Policy”) to improve our commitment to protecting your personal information.
Please take a moment to read the updated Policy, which is accessible through the following link: Online Privacy and Cookies Policy