Experienced investors only: sign up for exclusive deals

Archived article

Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.

Apply for access to exclusive deals

We often have access to investment opportunities that aren’t widely available, or which are normally only open to institutional investors. 

Would you like to be kept in the loop about these kind of deals?

They are for very experienced or professional investors only. If you’re eligible, we’ll send you updates when we hear of new opportunities. These might include:

  • Private equity deals, some EIS and some not
  • Co-investment opportunities alongside institutional funds
  • Commercial property investments
  • Bridging loans and other structured debt opportunities
  • Alternative assets such as forestry

These are compelling opportunities, but equally they could be higher risk. These investments are not open to everyone.

Next steps

We will need to be able to classify you as an “Elective Professional” investor. This means you need to be:

  1. Interested
  2. An experienced investor who has the knowledge and relevant experience to understand the risks and  
  3. Able to invest a minimum of £25,000

So please only request to sign up if all three are true. We are required to ask you some questions about your investment experience, as well as check you understand the protections you are giving up – we have a short questionnaire, which you can complete online. 

Apply for access to for exclusive deals

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.