OUR INVESTORS

For the purposes of our website and future correspondence with Fortunis, a High Net Worth investor is defined as an individual who:

throughout the financial year immediately preceding the date of their self-certification, had an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from pension savings (except where the withdrawals are used directly for income in retirement), or held, throughout the financial year immediately preceding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:

(a) the property which is their primary residence or any money raised through a loan secured on that property; or

(b) any rights of as an individual under a qualifying contract of insurance; or

(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of their service or on their death or retirement and to which they are (or their dependants are), or may be, entitled; or

(d) any withdrawals from their pension savings (except where the withdrawals are used directly for income in retirement).