top of page

Code of Conduct

Code of Conduct

  • We act only as an introducing agent and we do not offer financial advice.

  • We introduce our investment opportunities only to self-certified exempt investors, who are either High Net Worth Individuals or Sophisticated Investors.

  • We will encourage all investors to see the development properties for themselves and carry out their own due diligence.

  • We will carry out our own extensive due diligence and meet the management to ensure the loan note issuer has a proven track record.

  • We will explain the investment opportunity in plain English, making sure that investors understand the structure and all the risks involved.

  • We will not pressure or force any potential investor to invest their capital if they are not willing to do so. We are happy to speak to investors and, should an investor decide that they do not like the investment opportunities we have introduced, they are under no obligation to invest.

  • We will respect our clients’ privacy and will treat all information supplied as highly private and confidential.

DIVERSIFICATION. IS KEY

bottom of page