© Copyright Cool Ventures Limited 2011-18 Registered in England and Wales Company No 7713005

email info@coolventures.co.uk


Telephone 01225 580850

Business Support in Bath, Bristol, Wiltshire, Gloucestershire, South Glos and throughout South West England

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Cool Ventures from time to time have opportunities for investors to engage with clients to discuss an investment in the client business.  Cool Ventures acts solely as an agent to introduce one party to another and do not act on behalf of either party.  Only individuals who are able to self-certify as either a high net worth individual or as a sophisticated investor will be able to access the portfolio of potential investment opportunities.


Before Cool Ventures can provide further additional information each potential investor will be required to sign a declaration to that effect in accordance with legislation and to comply with any anti-money laundering legislation and process required by Cool Ventures.


Definitions:


High Net Worth Individual -



at least one of the following applies


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

(b) 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—

(i) the property which is my primary residence or any loan secured on that residence;

(ii) 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(a); or

(iii) 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 I can lose my property and other assets from making investment decisions based on financial

promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.


Sophisticated Investor


at least one of the following applies


(a) 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;

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

(c) 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;

(d) 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 I can lose my property and other assets from making investment decisions based on financial

promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Read 'Siding with the Angels'