UNIVERSAL PRIVATE EQUITY


Investments |  Venture Capital  |  Commercial Finance  |  Discreet Trader Pro  |  Financial Training  |  Offshore Services  |  International Banking  |  Trusts & Foundations  |  International Company Formations  |  Aviation Services  |  Yacht Services  |  International Property Ownership  |  Careers  |  Contact Us  


Universal Private Equity Ltd, City Point, 1 Ropemaker Street, Moorgate, London, EC2Y 9HT. Universal Private Equity Ltd is part of a group consisting of, Universal Global Capital Ltd, Universal Corporate Finance Ltd, Universal Mortgage Solutions Ltd and Universal Property & Investment Corporation Ltd. Universal Private Equity is registered under the Data Protection Act under reference ZA219552. Calls may be monitored and recorded in order to help us to improve our quality of service.


Universal Private Equity Ltd © 2014 All Rights Reserved.                 Terms of Use   |  Privacy Policy

 

 0207 1758999

UNIVERSAL PRIVATE EQUITY (UPE BOND)

A Secure Investment Bond With Interest Payable of up to 6.05% AER


We are pleased to announce that we have launched a new investment which can provide you with many benefits. The UPE Bond.


The UPE Bond will not only provide you with an opportunity to participate in our growth, it will also provide you with a Guaranteed, secure return on your investment of up to 6.05% per annum. The interest can be paid to you monthly, bi-annually or annually directly to your bank account.


In order to receive information and participate you have to confirm to us that you fall into one of the Investor Categories listed below.


1) High Net Worth Investor

2) Sophisticated Investor


All of the information contained within these pages is issued by Universal Private Equity Ltd to Sophisticated and/or High net Worth Investors who are professional clients or eligible to receive this information under the Rules of the Financial Conduct Authority (“FCA”). The information within these pages is unsuitable for any other party, who should exit this page immediately. If you are unsure whether or not you qualify, please contact us or to find out more information on these categories click below:












CLICK HERE TO ACCESS FURTHER INFORMATION


 


3 Year UPE Investment Bond

By proceeding you agree, so far as this is permitted under the provisions of the UK regulatory system, to the exclusion by us of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. This paragraph will not exclude any liability for, or remedy in respect of, fraudulent misrepresentation. This website is published solely for informational purposes and has no regard to specific investment objectives, financial situation or particular needs of any person. Any opinions or estimates included herein constitute a judgment as of the date of publication and are subject to change without notice. Similarly, any documents or other information included or posted on this website are subject to change, replacement or withdrawal without notice. It is the responsibility of users of this website to ensure they are aware of the current documentation and information published on this website from time to time. No reliance may be placed for any purpose on the information and opinions contained in this website or their accuracy or completeness and no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this website.

Investment in these UPE Bonds, although guaranteed by ourselves, are not protected by the UK Financial Services Compensation Scheme (FSCS) and as an Investor you should be fully aware of the restrictions on the transfer of investments.


Restriction On Financial Promotions


Section 21 of FSMA provides that a person must not, in the course of business, communicate an invitation or inducement to engage in an investment activity unless that person is authorised or the content of the communication have been approved by an authorised person. An authorised person is a person who has been authorised by the FCA to carry on regulated activities in the UK. “Engage in investment activity” includes a wide range of “controlled” activities carried on in relation to “controlled investments”. Controlled activities and controlled investments are set out in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (“FPO”) and relevantly includes that of selling bonds as principle. The content of these pages is exempt from the general restriction (in section 21 of FSMA) on the communication of invitations or inducements to engage in investment activity on the ground that it is only being made and provided to relevant persons (as defined below) with sufficient experience and understanding of the risks involved. The “Invitation Document” is only for and may only be read and relied upon by persons who qualify as exempt persons under relevant Articles of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005 (“FPO”).


Sophisticated Investor


I declare that by clicking the 'Accept Statement And Proceed' button I am confirming my status as a Sophisticated Investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2001. I confirm that at least one of the following applies to me:


1. I am a member of a network or syndicate of business angels and have been so for at least six months prior to the date below.


2. I have made more than one investment in an unlisted company in the two years prior to the date below.


3. 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.


4. 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 understand that by being a self-certified Sophisticated Investor this means that I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority;the content of such financial promotions may not conform to rules issued by the Financial Services Authority;

 

High Net Worth Individual Exemption


1. I had during the financial year immediately preceding the date below an annual income to the value of £100,000 (one hundred thousand pounds) or more; or


2. I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:the property which is my primary residence or any loan secured on that residence;- any rights of mine under a qualifying contract of insurance or pension 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.


I understand that by being a self-certified High Net Worth Individual this means I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority. The content of such financial promotions may not conform to rules issued by the Financial Services Authority.  


I declare that by clicking on 'Access Information And Invest' button I am confirming my status as a self-certified High Net Worth Individual and/or a Sophisticated Investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2001. I confirm that at least one of the above applies to me. This will allow me to access detailed information about the UPE Bond Issue and the “Invitation Document”


In addition by declaring this statement I may lose significant rights and I may have no right to complain to either of the following: the Financial Conduct Authority; or the Financial Ombudsman Scheme. I may have no right to seek compensation from the Financial Services Compensation Scheme. I understand that I can lose part or all of my investment. I am aware that it is open to me to seek advice from someone who specialises in advising on this kind of investment.

ACCESS BOND INFORMATION AND INVEST

You should only make your decision to invest based on the Invitation Document which you can download  HERE. By downloading this you are confirming that you are either a High Net Worth Investor or a Sophisticated Investor. This Invitation Document contains detailed information regarding this Bond Launch. This will allow you to make an informed decision to invest, in the knowledge and comfort that you have all of the relevant details to hand.

UPE BOND Invitation3.pdf