Who can invest via FOLK2FOLK?

You don’t have to be a financial expert to invest via FOLK2FOLK, but you do need to understand the risks and meet some important criteria. Whether you’re an individual or applying on behalf of a business, the process is designed to ensure you understand the risks and are investing appropriately.

You must be

• Soley UK tax resident
• Aged 18 or over
• Investing a minimum of £20,000
• Able to categorise yourself as one of the four FCA-recognised client types (see: Client categorisation)

You must also

• Pass our Appropriateness Test
• Read and agree to our Investor Terms & Conditions
• Be comfortable with the risks involved (see: Understanding Investment Risk)

Accepted investor types

You can invest as:

• An individual (sole name or joint account)
• A company (business owners must be UK resident)
  A trust
• A charity
  An account managed on behalf of another (e.g. via power of attorney)

If you’re applying on behalf of an organisation, you may want to read: Can a business invest via FOLK2FOLK?