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Our suitability
process

Why do we need to do this?

Investor protection is our main priority and we want to ensure our investment products are appropriate for each investor. We consequently employ a simple three-step process to establish that investors are happy to make their own investment decisions, understand the terms, and are aware that investments carry risk.

This is required before we are able to send you information about our investment opportunities and before you invest – but this process does not commit you to making an investment.

Financial transactions are built on trust, so you should feel secure in the knowledge that we at Amio Wealth fully comply with all regulation set forth by the Financial Conduct Authority (FCA).

Step 1

Please answer the questions below



  1. Would you agree that it is usually safer to invest in corporate bonds listed on an exchange rather than those that are unlisted (not listed on an exchange)?


  2. Would you agree that unlisted bonds are not tradeable on the secondary market (an exchange)?


  3. Does investing in bonds involve risk to your capital?


  4. Does your initial investment have to be held until the end of the agreed term?

Step 2

Dear ,

 

We at Amio Wealth treat all our investors as 'retail' clients by default, unless explicitly notified otherwise. This is a requirement of Financial Conduct Authority (FCA) regulation, and simply means that you are not a professional client or an eligible counterparty.

 

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