UK commercial forestry is a highly tax efficient sustainable real asset that diversifies an investment portfolio and provides exposure to timber prices, which are forecast to rise.
If you wish to receive information on an investment proposal in an Unregulated Collective Investment Scheme (UCIS) promoted by Gresham House directly, you must first complete this form. If you are in any doubt as to whether an investment of this type is a suitable kind of investment for you, you are strongly advised to contact a professional adviser who is regulated by the Financial Conduct Authority (FCA) to advise on investments of this type, prior to submitting this form.
FCA rules restrict the promotion of UCISs or non-mainstream pooled investments to retail investors in the UK. The information you give Gresham House in this form will be used by Gresham House to determine whether any particular investment promoted by Gresham House may be appropriate to you.
As a potential investor in a UCIS you are advised that Gresham House undertake transactions on an 'execution only' basis, which means that in relation to any particular transaction no advice will be given to you by Gresham House, and Gresham House will not exercise any judgement on your behalf about the merits of, or the suitability for you, of that transaction.
Any information you give on this form will be treated as strictly confidential.
By completing this form you are providing consent for Gresham House or other members of the Gresham House Group to process your personal data and provide details of relevant investment opportunities.
All parties should complete:1. Section A (Client Information) and Section E (Declaration)and2. Section B, C or D as appropriate
For the following questions please tick the appropriate box:
1. Please indicate the estimated value of your current net assets
Net assets for these purposes do not include:
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified sophisticated investors and I declare that I qualify as such.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments
I am a Self-Certified sophisticated Investor because at least one of the following applies:
FIM Services Limited is authorised and regulated by the Financial Conduct Authority.Direct investment into forestry or renewable energy assets is not regulated by the Financial Conduct Authority.
FIM Services Limited is certified to the ISO 9001 standard. Registered Office: 5 New Street Square, London, EC4A 3TW.Registered in England No. 1418579