High-Net-Worth Individual Form

High-Net-Worth Individual

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.