Information We Collect

We may collect personal information such as your name, contact details, financial information, investment objectives, and risk tolerance when you engage our services or submit information through our website or other channels.

How We Use Your Information We use your personal information to provide you with our investment services, including evaluating investment opportunities, managing your accounts, and communicating with you about your investments. We may also use your data for legal and regulatory compliance, risk management, and to improve our services.

Information Sharing and Disclosure We do not sell or rent your personal information to third parties. However, we may share your information with our affiliates, service providers, and regulatory authorities as necessary to provide our services and comply with legal obligations.

Data Security We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Your Rights You have the right to access, correct, or request the deletion of your personal information in our possession. You may also object to or restrict certain processing of your data.

Changes to This Policy We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The latest version will be posted on our website.

Contact Us If you have any questions or concerns about our Privacy Policy or the handling of your personal information, please contact our Data Protection Officer at info@targetwealthgroup.com

 By engaging our services or providing your personal information, you acknowledge and consent to the practices described in this Privacy Policy.

IMPORTANT INFORMATION

This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals. These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.

Definitions of each categories

By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.

If you don’t meet any of the criteria below, then you must STOP and leave this site.

You can find definitions of each category below.

To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:

They are a member of a network or syndicate of business angels and have been so for at least six months.

They have made more than one investment in an unlisted company in the two years prior.

They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.

A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.