Important Note for recipients of Private Placing Memoranda
All financial firms are obliged to put consumers at the heart of their business. This includes ensuring the appropriateness for a consumer to receive an investment memorandum. This is assessed based on information you have given to us on your investment experience and your understanding of the risks involved in investing in High Risk investments.
Whilst we do not provide investment advice and any investment decision is entirely your own, we undertake to assess this appropriateness to ensure you have sufficient understanding to make an informed individual decision on a potential investment.
Based on the information you have provided to us, we understand that you wish to look at high risk investments for at least a portion of your portfolio. As a non-advisory business CSS Partners LLP does not know the composition of your overall portfolio and does not have custody of any of your securities. We do not act as an investment manager.
We have categorised you as a Private Investor/Professional Investor.
You have completed a Self-Certified Sophisticated Investor/High Net Worth investor statement which has been taken into account when assessing appropriateness.
We have completed an appropriateness assessment form with you which included some general questions and has allowed us to assess your investment experience.
From these forms we have been able to assess that any investment memorandum sent to you, is a document which we deem appropriate for you to consider based on your experience and knowledge and your stated objective to consider this type of investment as part of your overall portfolio.
We would take this opportunity to remind you that each investment opportunity detailed in the investment memoranda is to be considered High Risk and as such you should be prepared to lose your entire investment should the business not succeed according to its business plan. Each placing document contains a section on Risk Factors specific to that investment, which you should consider carefully. We wish to highlight that most early-stage investments do not meet their objectives and a significant proportion can be expected to fail.