This infomation is only suitable for HNW and Sophisticated Investors as per the definition issued by the FCA The accounts can be opened by any qualified person or corporate in any jurisdiction (except the US, Iran & Iraq) and can be funded in any currency. Withdrawals and profits can also be made in your preferred currency.

Here is a summary of actual performance from the FX Managed Service Account offering to date. Trading conditions are challenging with the focus on capital protection following Brexit and the volatiity that has ensued.

FX Performance Sept

Are you are interested in opening an account?

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Which Account Type are you interested in?

 


This type of investment is suitable for Corporates, Trusts and SIPPS and high net worth sophisticated investors.

 


Please confirm your consent to the following statements
by clicking on the relevent ‘I Qualify’ buttons below.

 

STATEMENT FOR HIGH NET WORTH INVESTOR

A certified high net worth investor is an individual who has signed, within the period of twelve months ending with the day on which the communication is made, a statement in the following terms:

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

  • I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more.
  • I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more.
  • I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more.
  • I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more.
  • A property which is my primary residence or any money raised through a loan secured on that property
  • Any rights of mine under a qualifying contract of insurance; or
  • Any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.

Date of the day following the 'qualifying' financial year end
Date: (dd/mm/yy)

 

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

I Qualify
Date of Acceptance (Today!)
(dd/mm/yy)


STATEMENT FOR SELF-CERTIFIED SOPHISTICATED INVESTOR

A self-certified sophisticated investor is an individual who has signed, within the period of twelve months ending with the day on which the communication is made, a statement in the following terms:

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream pooled investments. I understand that this means:

  • I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments.
  • the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.
    I am a self-certified sophisticated investor because at least one of the following applies:

  • I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below.
  • I have made more than one investment in an unlisted company in the two years prior to the date below.
  • I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises
  • I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

 

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me seek advice from someone who specialises in advising on non-mainstream pooled investments.

I Qualify
Date of Acceptance (i.e.today)
Date: (dd/mm/yy)


 

Risk Statement

1. Trentrock / Daniel Hayes is not regulated nor qualified to provide financial advice.
2. Trentrock acts as an independent introducer to alternative investment strategies.
3. These are reviewed and those that pass our stringent quality criteria are introduced to relevant clients for their consideration.
4. As the products are generally unregulated then any failure will mean that investors will not be compensated by the FCA.
5. You should carefully review all information provided.
6. These products are not open to the general public and are not retail investment offerings. Investors need to qualify as either sophisticated or high net worth and certify as such.
7. The FX services are unregulated and engage in a variety of trading activities. Trading spot currencies carries substantial risk that involves potential for loss. This activity is only appropriate for investors who understand and are willing to assume all the risks involved. With ever changing market conditions your trading results may also vary.
8. Trentrock charges an entry fee on any capital invested into any of the products introduced – equivalent to 2%.
9. The fee will be refunded if the client decides to withdraw within 90 days due to any reason.

I understand the risks
Date: (dd/mm/yy)