Brick-Talor

INVESTOR APPROPRIATENESS

As per FCA requirements, in order for you to view the full project details and to invest, we need to determine that our investments are suitable for you and that you fully understand the risks involved when making these investments. Please complete the following questionnaire to confirm this.

Before answering the questions, please ensure that you have reviewed our FAQ page and understand the Key Risks involved.

Q1. If you make an investment through the Dfg platform, is your capital at risk?

Yes: All investments, including P2P loans, on the Dfg platform carry an element of risk, therefore my capital is at risk and I could lose some or all of my money.

No: Whatever happens, the investments I invest in will return my capital to me at the end of the investment period.

No: This is like putting my money into a savings account and my investment will be covered by the Financial Services Compensation Scheme, so loss of capital will be compensated up to a certain level.

Q2. Are the quoted returns and timing of those returns (e.g. interest on bonds, dividends on shares or repayments of P2P loans) guaranteed?

Yes: I am guaranteed the returns promised and they will be paid to me on time whatever happens.

No: Payment and timing of interest on bonds, dividends on shares and repayment of P2P loans is dependent on the success and progress of the individual investment.

Yes: At the least I am guaranteed the money I invested back at the end of the investment term.

Q3. Can you easily sell your investment during the investment term?

Yes: I can sell the bonds or shares easily and at any time, like stocks, shares or bonds that are listed on a recognised investment exchange.

No: Although the bonds, shares or P2P loans are transferable, there is no secondary market to facilitate a sale, so finding a buyer may be difficult and I might not get back what I paid. I should assume that I will need to hold the loans, bonds or shares for the full investment term, as outlined in the project memorandum.

Q4. Do all investments on the Dfg platform contain the same level of risk?

Yes: All investment offers available on the platform contain the same level of risk as each other.

Yes: I am exposed to the credit risk of the borrower which is Dfg Property Partners therefore the same level of risk applies to all investments.

No: Each individual investment contains different and specific risk factors, which I need to consider in full in the offer document. These risks relate specifically to the investment product and factors associated with it.

Q5. What do you consider to be a sensible strategy for property investing?

Joint venture with someone who may not have the correct authorisations.

Spread your risk by diversifying your investment over a number of projects across different asset classes.

Invest all your money in one project.

Q6. What would happen to your investment if Dfg Property Partners went out of business?

You would lose the rights to your investment.

Dfg Property Partners’ wind-down arrangements would be triggered. These arrangements are a guarantee that your earnings will be as you expected.

Dfg Property Partners’ wind-down arrangements would be triggered. These arrangements are designed to ensure that your investment will continue to perform as anticipated, but they are not a guarantee that your earnings will be as you expected.

Q7. What does Dfg Property Partners do to reduce the risk to your investment?

Dfg Property Partners does the upfront due diligence, co-invests its own funds and oversees the borrower throughout the period of the investment. This is designed to ensure that your investment performs, but it is not a guarantee.

Dfg Property Partners has a contingency fund which will automatically step in to repay you if the borrower fails to do so. This is designed to ensure that your capital and profits are guaranteed.

Dfg Property Partners takes on all the investment risk and guarantees all your capital and profits.

Q8. Which of the following items does Dfg Property Partners NOT manage on investors’ behalf?

Your investment from start to finish, including credit-checking borrower applications, undertaking full project and legal due diligence, pricing the loans accordingly, drafting investor and legal security mechanisms and documentation, and repayment of capital and interest upon conclusion.

Investors’ security and interest in a property as well as monitor the investment.

Provision of personal, risk-adjusted investment advice.

Q9. Based on your investment experience, which of the following best describes your view on risk?

I am not willing / am unable to take any risk with my capital.

I am a cautious investor.

I am a balanced investor.

I am an adventurous investor.

Q10. Have you ever invested in property development or property related investments?

No: I have never invested in these types of investments.

Yes: Just the once.

Yes: Between 2 and 5 times.

Yes: More than 5 times.

Q11. Have you ever previously bought unlisted shares or bonds (including investing in these products through a crowdfunding platform)?

No: I have never bought these types of investments.

Yes: Just the once

Yes: Between 2 and 5 times

Yes: More than 5 times

Q12. Please select the option that best describes your current employment status:

Employed

Self-employed

Retired

Student

Not Working

Q13. Please choose the option that best describes your current job title:

Entry Level

Associate

Mid-Senior level

Director

Executive

Not Applicable

Q14. Please choose one of the options below which best describes your profession, or former profession if retired or not working:

INVESTOR APPROPRIATENESS

Property Title

Navigation

Navigations

Contact Us