How to become a Lucesco client.
So you want to take more control of your investments and are interested in adding some property-based investments to your portfolio? We’re very happy to show you some options, but before we do, we have some responsibilities to meet.
In line with regulatory requirements and before we discuss any investment opportunities with you, you will need to confirm to us what type of investor you are. This is so that we only introduce you to investments appropriate to your level of knowledge and experience, and your financial situation.
Many of our investments require you to fit one of the following categories:
High Net Worth Individual
Who earns a minimum of £100,000 a year or has net assets of £250,000 or more. More detail…
Sophisticated Investor
Who has experience of investing in these types of investments. More detail…
If you are not sure if you meet the criteria, please get in touch with us to discuss your situation. Your needs may be better served by talking to a financial adviser and we would be pleased to introduce you to one of our trusted partners.