Conference Brochure

Due to financial promotion rules, the conference brochure is only available to certain attendees. The attendees who may receive a conference brochure are those listed in the section titled “Qualifying Attendees” below. The conference brochure is available in electronic form only.

If you would like access to the conference brochure, and you fall within the list of Qualifying Attendees below, please email bayes-communications@ed.ac.uk with the subject: “EIE 2022- Brochure Request- Qualifying Attendee” including your full name in the body of the email.

By requesting a conference brochure, you represent that you fall within the list of Qualifying Attendees. If you do not fall within the list of Qualifying Attendees, you must not request a brochure.

Qualifying Attendees

• Certified high net worth individuals and/or self-certified sophisticated investors (“business angels”, as further described below)
• Any other person exempt from section 21 of the Financial Services and Markets Act 2000

QUALIFYING AS A BUSINESS ANGEL

A business angel for these purposes means:
• a certified high net worth individuals, or
• a self-certified sophisticated investors.

To qualify as a high net worth individual, you need to satisfy one or more of the following:

(a) You must have had an annual income to the value of £100,000 or more during the financial year immediately preceding the date of signing a statement (“the certificate date”) certifying that you are a high net worth individual; or

(b) You must have held, throughout the financial year immediately preceding the certificate date, net assets to the value of £250,000 or more. Net assets for these purposes do not include –
(i) the property which is your primary residence or any loan secured on that residence;
(ii) any rights of yours under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of your service or on your death or retirement and to which you are (or your dependants are), or may be, entitled.

(c) The statement referred to in paragraph (a) above must be in the form specified in Part I of Schedule 5 to The Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

To qualify as a self-certified sophisticated investor, you need to satisfy one or more of the following:

(a) You must be 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 of signing a statement (“the relevant date”) certifying that you are a sophisticated investor;

(b) You must have made more than one investment in an unlisted company in the two years prior to the relevant date;

(c) You must be working, or have worked in the two years prior to the relevant date, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;

(d) You must currently, or have been in the two years prior to the relevant date, a director of a company with an annual turnover of at least £l million.

(e) The statement referred to in paragraph (a) above must be in the form specified in Part II of Schedule 5 to The Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.