Individual Investor

Suitability assessment form (CFIF)

Suitability assessment form (CFIF)

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

To be provided with information on these, 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 to access information about restricted funds.

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