I confirm that I have read, understood and agree to ALL of the statements below, and request to be categorised as a Professional Client.
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• If I am acting on behalf of an organisation:

  • I am acting in a professional capacity on behalf of an institutional investor or large undertaking that qualifies as a Per Se Professional Client under FCA rules (e.g., pension fund, endowment, foundation, sovereign wealth fund, insurance company, regulated financial institution, GP/asset manager, or corporate entity meeting FCA size thresholds), and I am authorised to access investment information on its behalf.
     

• If I am acting in my personal capacity:
  I meet at least two of the following FCA criteria to be treated as an Elective Professional Client:

  • My personal investment portfolio exceeds EUR 500,000 (excluding my primary residence);

  • I have carried out an average of 10 or more significant investment transactions per quarter over the last year;

  • I have at least one year of professional experience in the financial sector.
     

• Professional Client status request:

  • I expressly request to be treated as a Professional Client by CAPMATCH Ltd and understand that, as a result, I will lose the protections available to Retail Clients, including reduced disclosures, no suitability/appropriateness assessment, and limited FSCS coverage.
     

• Regulatory and liability acknowledgement:

  • I understand that CAPMATCH Ltd does not provide investment advice or arrange investments.

  • I confirm that all statements I have made are true, accurate and complete, and I accept full responsibility for any misrepresentation.

 

I understand that:

• This platform does not provide financial advice or arrange investments;

• ​I am accessing this platform for informational and networking purposes only; 

• Any information shared on this platform is not intended for retail investors.  

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I CONFIRM THAT I MEET THE ABOVE CRITERIA AND ACCEPT AND AGREE TO THE Terms & Conditions AND Privacy Policy.