Equity Switch Partners

Name *

First Name

Last Name

Your business expertise

Manufacturing

Retail

Wholesale and Distribution

Warehouse and Logistics

Services

Information Technology

Are you looking to be an active or passive investor *

Active

Passive

Not Sure

Are you a UK taxpayer interested in EIS qualifying investments *

Yes

No

Not Sure

Are you interested in property related investments

Yes

No

In order to invest in a private company you need to qualify as either a Sophisticated Investor or High Net Worth Individual. To qualify as a Sophisticated Investor you must meet at least one of the criteria below. Please select all criteria that you meet.

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;

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;

I have made more than one investment in an unlisted company in the two years prior to the date below

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.

To qualify as a High-Net-Worth Individual you must meet at least one of the criteria below. Please select all criteria that you meet:

I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more

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: (the property which is my primary residence or any loan secured on that residence; any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; 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)