Packaging & criteria

Investments (IO)

Gen H can accept up to 80% of the current value of investments, or up to 50% of their projected value, as a repayment vehicle.

Requirements:

  • Only UK-based investments are acceptable
  • A minimum of £50,000 must be held in investments; this value can be combined across different investments and applicants
  • Where the projected value of investments is utilised and this relies on continued contributions, these contributions must be included as a financial commitment
  • Where investments are being used as the repayment vehicle, they cannot also be used as income