CERTIFICATE FOR EVERYDAY (RESTRICTED) INVESTORS
I understand that I am Everyday or Restricted Investor.
I agree that I can receive promotional communications relating to unregulated investment products. I declare myself an Everyday or Restricted Investor and agree that:
- In the twelve months preceding 6 October 2015, I have not invested more than 10% of my net assets in unlisted shares or unlisted debt securities; and
- I undertake that in the twelve months following 6 October 2015, I will not invest more than 10% of my net assets in unlisted share or unlisted debt securities.
My net assets do not include:
- the property which is my primary residence or money raised through a loan secured on that property;
- any rights of mine under a qualifying contract of insurance;
- any benefits in the form of pensions or otherwise which are payable on the termination of my employment or on my death or retirement and to which I am or may be entitled.
I am aware that it is my responsibility to seek advice from an authorised person who is qualified and competent to give advice on unlisted shares and unlisted debt securities.
I accept that the investments to which the promotions relate may expose me to a significant risk of losing all my money or other property invested.