Suitability assessment form (CFIF)
Do not invest unless you are prepared to lose all the money you invest. This is a high-risk investment 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, you must:
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 professional adviser who is regulated by the Financial Conduct Authority (FCA) to advise on investments of this type, prior to submitting this form.
FCA rules restrict the promotion of UCISs or non-mainstream pooled investments to retail investors in the UK.
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 E (Declaration)
2. Section B, C or D as appropriate (using the drop downs below)