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Eligibility

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The public material on this website contains information about the mechanics and risks of alternative financing strategies.

Additional material in respect of potential investments may only be viewed by those persons defined as Elective Professional ClientHigh Net Worth Individual, or Self-Certified Sophisticated Investor.  Only persons who qualify after pre-vetting may become eligible to view the additional material. 

Becoming eligible to view our material in respect of potential investments is a two-step process.

Step One:

Take the Eligibility Test.  The test is designed to assess a person’s understanding of the features and risks of the relevant investments.

Step Two:

Confirm an Eligibility Type from one of the three options listed below:

  • Elective Professional Client

    A person may elect to be treated as a “professional client” in respect of potential investments.  This means the person will lose certain protections that are afforded to retail clients, as set out in the Statement For Elective Professional Client.

  • Certified High Net Worth Individual

    This applies to a person whose annual income is at least £100k or has net assets valued at £250k or more, as specified in the Statement For Certified High Net Worth Individual.

  • Self-Certified Sophisticated Investor

    This applies to a person who has previous experience of similar investments or other alternative investments, as specified in the statement for Statement For Self-Certified Sophisticated Investor.


Persons who have confirmed their eligibility may view and enter into the relevant investments.


Disclaimer:  The public material on this website is for general information about Cap-It only and should not be regarded as an offer or invitation to engage in investment activity.  Our service is directed at and intended to be used ONLY by those persons defined as a Self-Certified Sophisticated Investor, Certified High Net Worth Individual, or Elective Professional Client.  Only users who qualify after pre-vetting by Cap-It may become eligible to invest.  Please read our eligibility page for more information.  If you are unsure of your categorisation, please consult an independent financial advisor.