You have chosen to access MJ Hudson Services. Whilst our aim is to assist advisers and investors by helping them to make informed decisions about tax planning reports, the products and services described in AdvantageIQ are high risk and should only be considered by investors who are able to:
- Tie up the money you have invested for a long period of time - at least 3 years and in most cases longer; and
- Suffer the loss of the full amount invested (albeit with some tax breaks).
Tax-Advantaged investment products, such as the ones you are about to read about, are generally subject to financial promotion rules under the Financial Services and Markets Act 2000 (FSMA) and/or conduct of business rules set by the Financial Conduct Authority. These rules and regulations are intended to protect you and include a requirement that the product provider makes an assessment as to the appropriateness of any investment to an investor before allowing any investment transaction to proceed. Where the product provider believes that an investment you wish to make is inappropriate they may reject such application or ask for further evidence to assess appropriateness. In most cases a rejection would be because they have concluded that you cannot bear the risk of your investment and you will be prompted to reduce the size of your proposed investment. To the extent we ask you for personal information it will be used for no other purpose other than to assess whether you meet the criteria to receive financial promotions on these products and to help the product provider assess whether an investment is appropriate. Please note that MJ Hudson Investment Consulting Limited does not give investment advice nor should you rely on anything contained in our Reports as investment advice. Also note that the products described in our services are only intended for UK taxpayers.
To the extent each of our services constitutes a financial promotion they have been approved for issue by MJ Hudson Advisers Limited which is authorised and regulated by the Financial Conduct Authority but only to a limited audience who meet one or more of the criteria below. Please contact MJ Hudson, 8 Old Jewry London EC2R 8DN if you have any questions about this website.
If you are in any doubt as to whether to proceed to the rest of this website please consult your independent financial advisor or other advisors.
Please select your role type
- A certified restricted investor " broadly this means you'll need to sign a certificate that you'll invest no more than 10% of your net assets in unlisted securities
- A certified high net worth investor " broadly this means you'll need to sign a certificate that your annual income exceeds £100,000 or your net assets exceed £250,000
- A self-certified sophisticated investor " broadly this means you'll need to sign a certificate that evidences you understand the risks involved when investing in unlisted securities
I make this statement so that I can receive promotional communications relating to non-readily realisable securities as a restricted investor. I declare that I qualify as a restricted investor because:
(a) in the twelve months preceding the date below, I have not invested more than 10% of my net assets in non-readily realisable securities; and
(b) I undertake that in the twelve months following the date below, I will not invest more than 10% of my net assets in non-readily realisable securities.
Net assets for these purposes do not include:
(a) the property which is my primary residence or any money raised through a loan secured on that property;
(b) any rights of mine under a qualifying contract of insurance; or
(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be entitled.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-readily realisable investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
-I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
-I held, throughout the financial year immediately preceding the date below, net assets the value of £250,000 or more.
Net assets for these purposes do not include:
(a)the property which is my primary residence or any money raised through a loan secured on that property;
(b)any rights of mine under a qualifying contract of insurance; or
(c)any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable investments.
I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable investments. I understand that this means:
(I)I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-readily realisable investments;
(II)the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.
I am a self-certified sophisticated investor because at least one of the following applies:
(a)I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
(b)I have made more than one investment in a tax sheltered product or service in the two years prior to the date below;
(c)I am working, or have worked in the two years prior to the date below, in a professional capacity for a tax shelter product provider, or in the provision of finance for small and medium enterprises;
(d)I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable investments.
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