Who can invest?

UK residents aged 18 or over, who are not tax residents in any other jurisdiction and are not classed as a US Person, may be eligible to invest.

A US Person is defined under US tax law and generally includes:
  • US citizens (including those holding dual nationality).
  • US residents (including Green Card holders).
  • Individuals born in the United States, even if they have since moved abroad (“accidental Americans”).
  • Individuals with at least one US parent, which may give them citizenship status.

    • If you are unsure whether you fall into this category, you should seek independent tax advice. US Persons (including accidental Americans) are not eligible to invest in this product.

    In addition, investors must categorise themselves as either a:
    • High Net Worth Investor, or
    • Self-Certified Sophisticated Investor, or
    • Restricted Investor (confirming that you will invest less than 10% of your net assets in this type of investment), all as defined by the FCA’s Conduct of Business Sourcebook.

      • Prospective investors must also demonstrate that they understand the general risks of the investments on this platform. Organisations and institutions can also invest provided they can categorise themselves and demonstrate the same knowledge as above. You must not attempt to register online and you must not participate in any investment offers via our platform if you do not meet these criteria.
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Related Questions

Investments offered on this platform are not readily realisable, which means that they may be difficult to sell and you may not get back the full amount invested. Investments are not covered by the Financial Services Compensation Scheme (FSCS) and your capital is at risk and returns are not guaranteed. Repayment of capital and interest or payment of dividends will be dependent on the success of the organisation's business model and past performance isn’t a reliable indicator of future performance. You should always read the offer document in full before deciding whether or not to invest as it will cover risks specific to an individual investment. You can read more about the general risks associated with making these types of investments. If you are unsure if any of these investments are right for you, you should contact an Independent Financial Adviser.

Triodos Bank UK Ltd. Registered Office: Deanery Road, Bristol, BS1 5AS. Registered in England and Wales No. 11379025. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 817008.