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The Lodge, Wilmslow, Cheshire East, England, United Kingdom

Lomond Investments Contact Form

I would like to receive financial information on holiday let strategy:

In order to receive this information, we need to ensure that you qualify as part of FCA requirements. We must establish if you are either a Sophisticated Investor or a High Net Worth Investor. Please read both statements and tell us which one applies to you. It may be that neither applies in which case we cannot move forward on this aspect, but very happy to have a general chat or discussion on any part of our Business.

Read Sophisticated Investor qualification
Read High Net Worth qualification
Thank you for the confirmation – please fill in your details and we will be in touch with the appropriate FCA declaration forms for signature prior to releasing any information.

High Net Worth Investor?

If you’re a High Net Worth Investor, we’ll need a couple of extra details.

Contact us via the link below to get started

HNW Contact form

Statement for certified High Net Worth Individual

Lomond Investment Management Limited are asking you as a potential Investor to sign the declaration of certified high net worth set out below. Whilst this may not be strictly necessary because the rules on promotions do not apply to the trust based syndicates details of which you have requested it is prudent that we procure these Certificates for two reasons.

First we must protect Lomond Investment Management Limited (because the sanctions for people who improperly issue financial promotions are very serious).

Second we must protect you. This Certificate confirms that you are a sophisticated investor and therefore you recognise that you do not have the usual protection afforded to those who invest in schemes approved and regulated by the Financial Conduct Authority.

If you are unsure about giving this Certificate please speak to your financial advisor.

Declaration

I declare that I am a certified high net worth individual as described in the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005.

I understand that this means:

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
(b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
(c) by signing this statement I may lose significant rights;
(d) I may have no right to complain to either of the following-
(i) the Financial Conduct Authority; or
(ii) the Financial Ombudsman Scheme;
(e) I may have no right to seek compensation from the Financial Conduct
Compensation Scheme.

I am a certified high net worth individual because at least one of the following applies-

(a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
(b) I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include-
(i) the property which is my primary residence or any loan secured on that residence;
(ii) any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) 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 I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.