Skip to form
Lifted Ventures Logo-Oct-17-2023-02-22-05-6653-PM

Angel Investor Sign-up Form

Lifted Ventures is a member-based organisation, and by submitting this form, and agreeing to the terms and conditions you agree as a certified investor to pay an annual subscription fee of £495+vat. Payment details will be sent separately to you via email.
Free three month membership is available to delegates of The Lifted Academy, Angel Education programme. Payment is due after the end of programme lunch.


Please see the terms and conditions listed at the bottom of this email for full details. 

Currently, what is your appetite to invest?*
What sector(s) are you interested in investing in?*
Have you completed an HNWI and Self-Certified Sophisticated Exemptions form? If you haven't, or you're unsure, we can explain this FCA requirement and send you the relevant form.*

Summary Overview of Terms & Conditions

 

By checking the box below, you agree to the Terms & Conditions provided by Lifted Ventures. These terms include Investor eligibility criteria based on UK financial regulations.

 

Investor obligations, including notifications of completed investments and payment of Fees. 

Lifted Ventures obligations in providing introductions to potential investments.

Exclusions and disclaimers related to investment advice.

General terms, governing law, and data protection.

 

By clicking Submit you confirm that you have read and understood the Terms & Conditions and agree to be bound by them.

 

Terms & Conditions

 

1. Definitions

1.1 In these Terms & Conditions, the following terms shall have the following meanings:

‘Lifted Ventures’ refers to Lifted Ventures, a company registered in accordance with the laws of England and Wales, with registered office at [Company Address].

‘Investor’ refers to an individual or entity expressing interest in becoming a member of Lifted Ventures.

‘Investment Proposal’  refers to the documents and information provided to the Investor

by Lifted Ventures, which may include details of investment opportunities.

‘Scheme’ refers to the investment matchmaking and introduction service provided by Lifted Ventures to connect Investors with investment opportunities.

 

‘Terms & Conditions’ refers to this document, outlining the terms, obligations, and disclaimers governing the relationship between the Investor and Lifted Ventures.

 

2. Eligibility Criteria

2.1 To participate in Lifted Ventures and access Investment Proposals, the Investor must be exempt from the financial promotions restriction set out in the Financial services and Markets Act 2000 (Financial Promotion) Order 2005 (as amended) the “Order”)

 

2.2 The Investor must provide Lifted Ventures with a copy of their investor statement that complies with the requirements of the 2005 Order confirming the Investor’s status as a “high net worth individual” or “sophisticated investor” .

 

2.3 The Investor must comply with this section 2 before they are granted any access  to any Investment Proposal.

 

3. Investor Obligations

 

3.1 The Investor agrees to:

 

Notify Lifted Ventures promptly of any completed investments resulting from introductions made via the Scheme. Provide accurate and up-to-date information to Lifted Ventures as required.

 

3.2 The Investor acknowledges that Lifted Ventures does not provide investment advice and that any investment decisions are made at the Investor’s discretion.

 

4.Lifted Ventures Obligations 

 

4.1 Lifted Ventures agrees to:

 

Provide introductions to potential investment opportunities through the Scheme.

Distribute Investment Proposals to eligible Investors.

 

4.2 Lifted Ventures does not guarantee the availability of specific investment opportunities or the success of any investment.

 

5. Exclusions and Disclaimers

 

5.1 The Investor acknowledges and agrees that:

Lifted Ventures does not provide financial, legal, or tax advice, and any information provided should not be considered as such.

 

Investments carry risks, and the Investor should seek independent professional advice before making any investment decisions. Lifted Ventures is not responsible for the performance or outcomes of investments made by the Investor.

 

6. Confidentiality and Data Protection

 

6.1 The Investor’s information will be handled in accordance with Lifted Ventures Privacy Policy, which can be accessed on the Lifted Ventures website.

 

7. Governing Law and Jurisdiction

 

7.1 These Terms & Conditions are governed by the laws of England and Wales.

 

7.2 Any disputes arising from or related to these Terms and Conditions shall be subject to the exclusive jurisdiction of the courts of England and Wales.

 

8. Money Laundering Clause

 

8.1 The Investor acknowledges that Lifted Ventures is subject to anti-money laundering (AML) regulations and obligations. To comply with AML requirements, the Investor agrees to:

Provide accurate and verifiable identification documentation and proof of the source of

funds upon request by Lifted Ventures. Consent to Lifted Ventures conducting due diligence checks, including identity verification and background checks, to ensure compliance with AML regulations. Acknowledge that Lifted Ventures may report any suspicious activity to relevant authorities as required by law.

 

8.2 Lifted Ventures reserves the right to suspend or terminate the Investor’s access to the Scheme if the Investor fails to provide AML documentation requested by Lifted Ventures, confirmation of exemption to the Order or if Lifted Ventures suspects any violation of AML regulations.

 

9. Unregulated Investment

 

9.1 The Investor acknowledges and agrees that membership of Lifted Ventures and the Scheme are not regulated by the UK Financial Conduct Authority and that any financial promotions or other information relied on by an Investor is entirely at the Investor’s own risk.

9.2 If an Investor ceases to be exempt from the Order the Investor agrees to inform Lifted Ventures as soon as practicable.

 

10. Changes to Terms & Conditions

 

10.1 Lifted Ventures reserves the right to amend these Terms & Conditions, and any changes will be communicated to the Investor in writing or via electronic means.

 

11. Indemnification

 

11.1 The Investor agrees to indemnify Lifted Ventures against all claims, costs, proceedings, demands, losses, damages, expenses, or liability arising from any breach of these Terms & Conditions by the Investor or any actions taken by the Investor in connection with their Investments.

 

12. Membership Fees

 

12.1 Lifted Ventures is a member based platform, and by agreeing to these terms and conditions you agree as a certified investor to pay an annual subscription fee to Lifted Ventures of £495.00.  Fees will become immediately due and payable on completion of these terms. 

If you would like to to speak to Helen Oldham and/or Jordan Dargue about membership before signing these Terms and Conditions, please click here.

 

13. Referral Fee

 

13.1 If the Investor is engaged by an Applicant or the Applicant’s business in a paid position, including non-executive director or paid mentor positions, the Investor shall pay to Lifted Ventures a referral fee equal to the greater of 10% of the annual fees payable by the Applicant to the Investor in respect of the engagement or £5,000.

 

14. Confidentiality Undertaking

 

14.1 The Investor shall ensure that any confidential information disclosed to a third party under the Scheme or any other scheme referred to by Lifted Ventures is subject to a separate confidentiality undertaking between the Investor and the third party.

 

15. Limitation of Liability

 

15.1 Lifted Venture’s total liability under or in connection with these Terms & Conditions, whether in contract, tort, breach of statutory duty, or otherwise, shall not exceed £5,000. Lifted Ventures shall not be liable for consequential, indirect, or special losses or any direct or indirect loss of profit, loss, or corruption of data, loss of contract, loss of opportunity, harm to reputation, or loss of goodwill.

 

16. Term and Termination

 

16.1 These Terms & Conditions commence on the date of acceptance and remain in force until: The Investor terminates their membership with Lifted Ventures; or

Lifted Ventures terminates the Investor’s membership due to a breach of these Terms & Conditions or for any other valid reason; or the parties mutually agree to terminate these Terms & Conditions.

 

16.2 Termination of these Terms & Conditions does not affect any rights or obligations that have accrued as of the effective date of termination or any provision that, by its nature, should survive termination.

 

17. Entire Agreement

 

17.1 These Terms & Conditions constitute the entire agreement between the Investor and Lifted Ventures Ltd and supersedes all previous agreements and understandings between the parties.

 

18. Contact Information

 

18.1 If you have any questions or concerns about these Terms & Conditions, please contact us at www.liftedventures.co.uk

 

Lifted Ventures does not provide any professional investment, financial, tax, accountancy or legal advice. By accepting these Terms and Conditions you confirm that you will obtain your own professional advice before making any investment based on an Investment Proposal. By accepting these Terms & Conditions, you confirm that you have read, understood, and agree to be bound by them.

 

Investment Disclaimer: 

Talk to Helen OR Jordan before joining.