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High Net Worth Individual vs. Sophisticated Investor: Definitions and Eligibility Criteria

High Net Worth Individual vs. Sophisticated Investor: Definitions and Eligibility Criteria Featured Image
Alexander Effingham

Alexander Effingham

Growth Executive

May 21, 2024

FAQ How to guide

Am I a High Net Worth Individual or a Sophisticated Investor?

  • Have an annual income in excess of £170,000, or
  • Have net assets in excess of £430,000, excluding your pension fund assets and your private residence.

None of these apply to me? What can I do?

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