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  • INVEST
    • Growth Equity
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  • SERVICES
    • Private Equity Portfolio
    • Private Debt Portfolio
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SOURCE OF WEALTH ASSESSMENT

Source of Wealth

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  • WHY WE ARE REQUESTING THIS INFORMATION

  • We require some information from you to meet our obligations under the anti-money laundering regulatory framework. We need to complete this assessment before we can receive funds from you or payout funds to you in the future. This form contains 11 questions.
  • We are asking because we believe you are connected with the Account named below. The questions are about your wealth, not the assets held in the name of the Account.
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  • We believe that your relationship to the proposed account is as shown below. The questions below are about your total wealth, not just what is held in the name of the account.

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  • Please enter a number greater than or equal to 0.
  • Now enter the percentage of your wealth that arose from each source. The percentages should add up to 100. Approximate figures are acceptable.
  • Please enter a number from 0 to 100.
  • Please enter a number from 0 to 100.
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  • Income and gains (realised and unrealised) from:
  • Please enter a number from 0 to 100.

  • Income and gains (realised and unrealised) from:
  • Please enter a number from 0 to 100.
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  • Income and gains (realised and unrealised) from:
  • Please enter a number from 0 to 100.
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  • Please enter a number from 0 to 100.

  • Click here to view high-risk industries
    • Gambling and betting
    • Arms, defence and military
    • Sale of precious metals and precious gems
    • Pharmaceuticals
    • International shipping
    • Oil, gas, mining, or other extractive industries
    • Crowdfunding and peer to peer lending
    • Payment Services Providers (PSPs) including Money Service Businesses (MSBs)
    • Crypto assets

  • Electronic Signature & Declaration


  • This field is for validation purposes and should be left unchanged.

Rockpool connects investors with UK private companies, providing professional support and access to growth opportunities.

Rockpool Investments LLP is authorised and regulated by the Financial Conduct Authority (572300).

Your capital will be at risk and there is no guarantee of any investment return. The value of investments may go down and you could lose all of your investment. Private company investments are not listed on any market and this means that you may not be able to sell them when you want to do so. This sort of investment does not provide a reliable source of income. The tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.

10 Bressenden Place
Victoria, London
SW1E 5DH

T: 0203 8548 100

team@rockpoolinvestments.co.uk

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