Investor Registration

Confirmation of Your Status as an Investor

In order to access Truestone investments we need to ensure that you are qualified to invest in the types of social investments we provide.

These opportunities are designed for socially minded investors who meet our regulator, the Financial Conduct Authority’s criteria for being:

  • High Net Worth Individuals who have sufficient financial means not to be heavily impacted by investment losses
  • Or, Sophisticated Investors who have experience in the investment market or in significant financial decision making so that they fully understand the investment risks being taken
  • Or, Professional investors who are employed to make or advise on investment decisions on behalf of others

Tick the category of investor that applies to you from the list below. Then please complete form either A, B or C or letter D as instructed. You only need complete one of these.

By agreeing to the terms of one of the forms or the letter, we will be able send you the details of our range of investments in the knowledge that you can afford to invest and/or understand potential investments and the potential risks involved.

If you are unsure of which category to tick please call us on 020 7135 2480 or email us on enquiries@truestoneimpactinvestment.co.uk and we will be pleased to help.

Please note, you will be asked to reconfirm your status every 12 months to ensure that you are still qualified to receive information on investment opportunities.

1. Your Details

Please ensure all required fields (*) are filled.

2. Please indicate which of the following applies to you

View Details +

I am an individual who has an annual income of £100,000 or more and/or net assets to the value of £250,000 and will sign a high net worth investor statement that confirms the my net worth and acknowledges the risks attached to a particular investment.

View Details +

I am an individual that holds a sophisticated investor certificate signed within the last 36 months by an FCA authorised firm that confirms that I have been assessed by that firm as sufficiently knowledgeable to understand the risks associated with investing in unregulated collective investment schemes.

View Details +

I am an individual who acknowledges the risks of investing in non-mainstream pooled investments and confirm I am a self-certified sophisticated investor because I:

  • have been a member of a network or syndicate of business angels for at least the last six months;
  • have made more than one investment in an unlisted company in the last two years;
  • have worked in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises in the last two years; or
  • have been a director of a company with an annual turnover of at least £1 million in the last two years.
View Details +

Any entity that is required to be authorised or regulated to operate in the financial markets such as:

  • credit institutions;
  • investment firms;
  • any other authorised or regulated financial institution;
  • insurance companies;
  • collective investment schemes;
  • pension funds;
  • commodity dealers; and
  • any other institutional investors;

Any large undertaking that meets two of the following size requirements on a company basis:

  • balance sheet total of EUR 20,000,000;
  • net turnover of EUR 40,000,000; and
  • own funds of EUR 2,000,000; or

Any other institutional investors whose main activity is to invest in financial instruments


Please select one from the options above.

3. Contact Details

Please provide your company details below:
Please provide your personal contact details below:

Please ensure all required fields (*) are filled.

4. Terms and Conditions

General Terms

  • I/we hereby apply to receive investment promotions from Truestone. I/we agree that Truestone Impact Investment Management Limited (“Truestone”) may, in its sole discretion, reject this application.
  • I/we will provide Truestone with such information as it reasonably requests from time to time with respect to our identity, citizenship, residency, ownership, tax status, business or control so as to permit Truestone to evaluate and comply with any applicable legal, regulatory and/or tax requirements.

Representations and Warranties

I/we hereby declare, represent and warrant that:

  • I/we wish to receive communications constituting financial promotions (as defined in the Financial Services and Markets Act 2000) from Truestone (“Communications”) as and when Truestone deems such Communications suitable;
  • I/we will keep confidential and not use, disclose or divulge to any third party or enable or cause any person to become aware of any information provided to me/us by way of Communications from Truestone unless such information is already available in the public domain;
  • I/we acknowledge and agree that Truestone has not provided me/us with investment advice nor has it assessed my/our suitability as a potential investor.
  • I/we have the financial ability to bear the economic risk of any potential investments that may arise as a consequence of Communications or other materials distributed to me/us by Truestone (a “Potential Investment”);
  • I/we have such knowledge and experience in financial and business matters as to be capable of evaluating the merits of any Potential Investments;
  • I am/we are aware that any Potential Investment involves substantial risks and before committing to a Potential Investment I/we will determine whether it will be a suitable investment for me/us and that I/we could bear a complete loss of my/our investment therein;
  • any information that I/we have heretofore furnished and herewith furnish to Truestone with respect of my/our financial position and business experience, is true, correct and complete as of the date of this application, and if there should be any change in such information during the course of my/our membership I/we will promptly furnish in writing such revised or corrected information to Truestone.
  • I/we acknowledge and agree that, by accepting receipt of each Communication, I/we will be deemed to have repeated the declarations, representations and warranties listed herein as of the date on which such Communication is received by me/us.

High Net Worth Individual Investor Statement

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 high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

  1. I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
  2. 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:
    1. the property which is my primary residence or any money raised through a loan secured on that property;
    2. any rights of mine under a qualifying contract of insurance; or
    3. 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 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 understand that by signing this statement I may lose significant rights. In particular:

  1. I may have no right to complain to either of the following:
    1. the Financial Conduct Authority; or
    2. the Financial Ombudsman Scheme; and
  2. I may have no right to seek compensation from the Financial Services Compensation Scheme.

Sophisticated Investor Statement

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 understand that by signing this statement I may lose significant rights. In particular:

  1. I may have no right to complain to either of the following:
    1. the Financial Conduct Authority; or
    2. the Financial Ombudsman Scheme; and
  2. I may have no right to seek compensation from the Financial Services Compensation Scheme.

Self-Certified Sophisticated Investor Statement

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream pooled investments. I understand that this means:

  1. I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments;
  2. the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.

I am a self-certified sophisticated investor because at least one of the following applies:

  1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
  2. I have made more than one investment in an unlisted company in the two years prior to the date below;
  3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
  4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

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 seek advice from someone who specialises in advising on non-mainstream pooled investments.

I understand that by signing this statement I may lose significant rights. In particular:

  1. I may have no right to complain to either of the following:
    1. the Financial Conduct Authority; or
    2. the Financial Ombudsman Scheme; and
  2. I may have no right to seek compensation from the Financial Services Compensation Scheme.

Something went wrong. Please try again.

Please tick the checkbox to confirm that you agree to the statement above.

Thank you for submitting your details, we will be in touch shortly.

IMPORTANT INFORMATION

This website is not suitable for retail investors. It contains investment information for certified High Net Worth Individuals, Sophisticated and Professional Investors only.

Please read this page before proceeding as it explains certain restrictions imposed by law and regulation on the distribution of the information on this website.

This website is issued by Truestone Impact Investment Management Limited (“TIIM”) which is authorised and regulated by the Financial Conduct Authority (FCA Register number 522413) www.fca.org.uk. TIIM is a company registered in England & Wales. Registered Number: 0721774. Registered Office: 6th Floor, 60 Gracechurch Street, London, EC3V 0HR. Truestone Impact Investment is a trading name of TIIM.

This website is directed exclusively at UK authorised institutional investors, professional financial advisers and intermediaries (“professional investors”) only in connection with the investment business of eligible investors. If you are not a UK eligible investor then you should not access this website.

This website is not intended as and is not to be taken as an offer or solicitation with respect to the purchase or sale of any investment, nor does it constitute an offer or solicitation in any jurisdiction, including those in which such an offer or solicitation is not authorised or to any person to whom it is unlawful to make such a solicitation or offer. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

Any decision to purchase investments with respect to the Funds or direct investments described on this website must be based solely upon the information contained in the Prospectus for that investment, including any supplements thereto, which must be received and reviewed prior to any investment decision. Any person subscribing to the Funds and direct investments must be able to bear the risks involved and must meet the eligibility requirements (further details of which are set out below).

Please note that when you confirm you have read this important information we will place a cookie on your computer to recognise you and prevent this page reappearing should you access this site on future occasions. The cookie will expire after six months or sooner should there be a change to this important information.

A cookie is a small data file. Such cookies do not retrieve information about you stored on your hard drive and do not corrupt or damage your computer or computer files. You are not obliged to accept a cookie that we send to you, and you can in fact modify your browser so that it will not accept cookies. For more information about cookies including how to set your internet browser to reject cookies please go to www.allaboutcookies.org.

By confirming that you have read this important information, you also:

(i) Agree that such information will apply to any subsequent access to the Individual investors Club (or Institutions / Intermediaries) section of this website by you, and that all such subsequent access will be subject to the disclaimers, risk warnings and other information set out herein; and
(ii) Warrant that no other person will access the Individual Investors Club section of this website from the same computer and logon as you are currently using.

This website contains information about the Truestone Impact Fund LP (an English Limited Partnership) and other similar funds and direct investment opprotunities. Prospective investors should be Professional Investors as defined by the Handbook of rules and guidance of the Financial Conduct Authority (“FCA”) which is available at www.fca.org.uk (“Eligible Investors”). Please note that Truestone Impact Investment Management Limited cannot advise whether these are suitable investments for you. For advice on suitability, please contact your financial adviser.

TIIM is the investment manager of the Truestone Impact Fund LP and other funds that may be described on this website. Trinity Fund Administration Limited is the Administrator of the Truestone Impact Fund LP and is authorised by the Central Bank of Ireland.

The information contained on this site is subject to copyright with all rights reserved. It must not be reproduced, copied or redistributed in whole or in part.

The information contained on this site is published in good faith, but no representation or warranty, express or implied, is made by TIIM or by any person as to its accuracy or completeness and it should not be relied on as such. TIIM shall have no liability, save for any liability that TIIM may have under the UK Financial Services and Markets Act 2000 (or the name of any replacement legislation if the legislation permits such a statement to be made), for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. No information on this site constitutes investment, tax, legal or any other advice.

Where a claim is brought against TIIM by a third party in relation to your use of this website, you hereby agree to fully reimburse TIIM for all losses, costs, actions, proceedings, claims, damages, expenses (including reasonable legal costs and expenses) and other liabilities, whatsoever suffered or incurred directly or indirectly by TIIM as a consequence of improper use of this website.

You acknowledge and agree that it is your responsibility to keep secure and confidential any passwords that we issue to you and your authorised employees and not to let such password(s) become public knowledge. If any password(s) become known by someone other than you and your authorised employees, you must change those particular password(s) immediately using the function available for this purpose on the website.

You may leave the TIIM website when you access certain links on this website. In so doing, you may be proceeding to the site of an organisation that is not regulated under the UK Financial Services and Markets Act 2000. TIIM has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

TIIM shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of this website.

Selected risk factors applicable to an investment in funds or direct investments that we wish to bring to your attention are as follows:

Further risk factors are set out in the Offering Documents for investments appearing on this website, which should be considered in full in connection with a potential investment in them.

You can gain access to the FCA's register and rules and guidance notes from the following link: www.fca.org.uk.

General enquiries about this website should be sent to enquiries@truestone.co.uk. This email address should not be used for any enquiries relating to investments.