I provide this statement to receive promotional communications that are exempt from the restriction on promoting non-mainstream pooled investments. The exemption pertains to certified high net worth investors, and I affirm my eligibility by meeting at least one of the following criteria:
Throughout the financial year immediately preceding the date below, my annual income amounted to $100,000 or more. Please note that annual income, for this purpose, excludes funds withdrawn from my pension savings, except when used directly for retirement income.
Throughout the financial year immediately preceding the date below, my net assets were valued at $250,000 or more, excluding my primary residence. Net assets, in this context, do not include:
(a) The property designated as my primary residence or any funds raised through a loan secured on that property.
(b) Any rights under a qualifying insurance contract.
(c) Any benefits, such as pensions, payable upon the termination of my service, death, or retirement, to which I, or my dependants, may be entitled.
(d) Withdrawals from my pension savings, except when utilised directly for retirement income.