Rockpool Investments LLP | Portfolio Strategy Instruction

Service Application B

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Form Capture*
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We invite you to update your investor declaration. This is needed to give you access to Rockpool opportunities.

If you wish to continue, please answer the questions below and click Next to submit your declaration.
Account Name*
If you are investing personally, enter your full name – first name, any middle names and your last name. Also provide the full name if you are investing in the name of a spouse or minor child. If you are investing through a Rockpool SIPP or Rockpool IFISA, enter those words followed by the full name of the person. If you are investing through a company, trust or pension, enter the full legal name of the vehicle.
I wish to receive priority allocations for this strategy*
Select a strategy:
Target amount per deal (£)*
Please enter exact multiples of £250.
Please enter a number greater than or equal to 2500.
Would you like your allocations to continue until further notice?
- Yes
- No
Cap total investment amount (£)
Choose your cap type
With a soft cap, you will continue to receive priority allocations, but each allocation notice will contain a notification if the total investment would exceed your total investment amount above. With a hard cap, no further allocations will be made once you have invested the total investment amount above.
- Soft
- Hard
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Diversity*
Number of opportunities to spread the amount across, from 4 to 20. For example, an Amount of £100,000 and a Diversity of 5 gives a target allocation of £20,000 per opportunity. The target allocation per opportunity must be at least £2,500.
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Private Debt Checkbox
This service provides allocations to a blend of growth loans and senior loans, pro rata to the mix in each opportunity. If you wish to exclude senior loans, tick this box.
- Exclude senior loans
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Service Brochure
Please select a Rockpool Portfolio Service first.
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Disclaimer
I understand that submitting this request does not commit me to make any investment.
After clicking Submit Request, you will receive a pre-filled application form for signature.
After clicking Submit below, please look out for an email from a member of our team; we have to wait for 24 hours before we send you the link to complete registration with us. You should receive the email in the next one or two business days.

Feel free to email us at team@rockpoolinvestments.co.uk if you have any queries.
Thank you. To access Rockpool opportunities you will need to agree to the declaration below. Please read it carefully. It does not commit you to invest or pay any money.
- I undertake not to invest personally in any investment opportunity promoted by Rockpool unless I have provided a separate declaration in a form satisfactory to Rockpool that I am eligible to make such investments.
- I accept that information relating to investment opportunities will be provided to me on a strictly confidential basis and I undertake not to disclose such information to any person without prior written permission from Rockpool.
- I understand that Rockpool will store my personal information and will send me details of investments and other relevant information. My personal information will be protected in line with Rockpool’s privacy policy.
Rockpool will hold and process your data in order to fulfil our legitimate interest in serving you and communicating with you and in complying with regulatory and legal requirements. For details of how and why we process your data and details of how to exercise your rights, please visit Rockpool’s Privacy Policy.
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PORTFOLIO STRATEGY INSTRUCTION

Service Application B

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