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Qualifying Scripts Used
Property Bond Script
Good morning/Afternoon is that Mr__________ I’m speaking to?
Great my name’s _______ calling from NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
----------------------------------------------------------------------------------------------
2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
---------------------------------------------------------------
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of 100,000 or more
Net assets of 250,000 or more that does not include your primary residence)
( sophisticated - (a) Have made more than one investment in an unlisted company in the two years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises in the last two years?
(d) Are you 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 below;
4. Ok great, and when looking at a new investment do you start at the 10-20k – 20-30k – 30k+
5. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
5K MINIMUM
Great thanks for answering my questions. We just wanted to highlight our top performing client and we will let you get on with your day they are called. Acorn Property Investment.
They are an award-winning medium sized housebuilder with a proven track record focused on residential property in the South of England and Wales.
With 25 years of experience, they have a team of dedicated and experienced professionals with many completed large-scale, complex residential-led developments.
They are offering a 1 – 5-year bond showing their clients a returns of between 5-12% per annum – which I’m sure you would agree is a good return?
Also, safety and security is the main factor so they have also added a debenture and corporate guarantee with an additional security trustee.
But what I’ll do from here is let you get on with your day now I’ll speak to Acorn Property to let them know you are at least open minded and they will call you back at a more convenient time to answer any questions and get their information sent out.
When would be best morning, afternoon or evening?
Finally we just like to take a memorable word just so when they call to explain the great opportunity you know it’s the right company.
Multi-Family Real Estate Investment Script
Good morning/Afternoon is that Mr__________ I’m speaking to?
Great my name’s _______ calling from NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
----------------------------------------------------------------------------------------------
2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
3. and what active investments do you currently deal with ? ( ISA’s / Shares / Bonds / Property you tell me ! )
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of 100,000 or more
Net assets of 250,000 or more that does not include your primary residence)
( sophisticated - (a( sophisticated – just means you’ve invested into anything outside of FCA regulations.
So for example have you invested in TRADING, Property Bonds, Direct into a Business, or any alternative investments such as Private equity, venture capital, hedge funds, real property, commodities or any tangible assets
4. are you a high rated tax payer ?
5. Ok great, and when looking at a new investment do you start at the 10-20k – 20-30k – 30k+
6. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
HNW ONLY Minimum Investment of …….. ?
Perfect so thank you for answering all of my questions. From the details you have provided I just wanted to highlight our top performing client and ill be out of your way they are called Freedom Venture have you heard of them before ?
Okay well Freedom Venture Investments is an American company that buys, refurbishes, and sells apartment complexes in the Gulf Coast region of Florida. They have offices in Boston, Massachusetts and Fort Myers, Florida.
You may already know the founders of the company, Dave Seymour from A&E’s TV show Flipping Boston and Kevin Harrington from Shark Tank. A little side note… Dave was born in London, so he has a special relationship with the UK investment market.
They combined forces to bring the absolute best in property investing in the USA. Their management team has a 30-year track record of successful real estate investment experience involving over a quarter of a billion dollars in real transactions.
The returns are very robust... in the double digits in fact. Targeted cash on cash returns are 10-14% with a 20%+ IRR. Their investors receive quarterly profit distributions as well as sharing in the equity when a property is sold.
This opportunity is only for accredited investors who are looking for higher than average yields while being afforded the security associated with real estate. But with us just being the middle man we are limited to the information as we deal with so many different investment companies.
So what ill do from here is let you get on with your day ill go away speak with Freedom Venture to let them know your at least open minded and they will call back in a 24-48 hour period to answer any questions and from there they can get the relevant information out for your checks and diligence.
When would be best morning evening or afternoon ?
Great and finally we just want to grab a memorable word just so when they do call to explain the investment they will quote this word and it will bring you back to this conversation ( favourite holiday destination, sport, car you drive ?
Thank you for your time today !
Art Investment Script
Good morning/Afternoon is that Mr__________ I’m speaking to?
Great my name’s _______ calling from NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
----------------------------------------------------------------------------------------------
2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
With regards active investments what areas do you deal with stocks/shares ISA’s bonds you tell me ? ( write down all investments if chatty ask them if there going well or like top performing investment
When was the last time you invested in the last year, 1-2 years or 2 years +
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of 100,000 or more
Net assets of 250,000 or more that does not include your primary residence)
( sophisticated - (a) Have made more than one investment in an unlisted company in the two years?
-invested in trading, property bonds, directly into a business or any other alternatives such as private equity, venture capital, hedge funds, real property, commodities or any tangible assets.
Are you a High Rate Tax Payer ? ( over of above 40% )
( IF HIGH RATE TAX ) Do you earn above or below 60k a year ?
4. Ok great, and when looking at a new investment do you start at the 10-20k – 20-30k – 30k+
5. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
Perfect well thank you for answering my questions just before I let you go I just want to highlight our top performing client and ill let you get on with your day they are called Grove Square Galleries have you heard of them at all before ?
Grove Square Galleries are specialists in the sourcing and sale of works by Blue-Chip Artists – You have probably heard of your likes of Pablo Picasso & Andy Warhol, right? –
Perfect, as you are aware then __(Name)__…its well known that their works increase between 7.4% - 11.3% year on year and have done for the last 30 years or so…..in fact 80% of their artwork sells at a profit...
Art is a fantastic investment for times of economic uncertainty as its prices are not directly correlated to stock market movements. A number of major financial institutions, and the most successful investor on the planet Warren Buffet have extremely large Art Portfolios for this very reason
Finally all existing investors made 9.09% in the space of 4 months during the pandemic! How does that compare with what you are currently achieving?
But what ill do from here is let you get on with your day ill speak with grove square galleries to let them know your at least open minded and one of their guys will call back to answer any questions and get their relevant information out.
When would be best morning, afternoon or evening?
Great and we just also like to take a memorable word just so when Grove Square galleries do call they will quote this word to bring you back to this conversation!
Whisky Investment Script
COMPANY TELEPHONE NUMBER 020 8418 3540
WEBSITE: www.londonbarrelhouse.com
Good morning/afternoon {TITLE}, {PROSPECTS NAME} {AGENT NAME } from LIQ, we are the marketing agency for
LONDON BARRELLHOUSE who are one of London's largest Rare Whisky & Fine Wine investment specialists and
we are currently sending their brochure by email.
{TITLE}, {PROSPECTS NAME} have you considered investing in this sector before?
LONDON BARRELLHOUSE offer the opportunity to invest in some of the finest and rarest whisky and wine in the
world, and as a result of the demand coming out from Asia, specifically China, Singapore and Vietnam, the growth is
triple digit.
In the last 10-years wine performance: +147% & whisky performance: +582%
LONDON BARRELLHOUSE has become one of the foremost authorities on all things fine and rare in the wine and
whisky market.
Whisky has seen unprecedented growth over the last 10 years and increased by 40% in 2018 alone, where the world
record was exceeded for a bottle of Rare Single Malt Whisky (Macallan 1926) that sold for £1.5mil, this year has been
very similar and the expected growth for the coming 12 month is expected to be circa 40% in line with the Knight
Frank Luxury Investment Index.
Well it's an incredible way to diversify one's investment portfolio.
● Do you normally invest for Growth or income?
● What do you normally invest in?
Rare Whisky and Fine Wine have dominated the passion asset arena comfortably outperforming asset classes such
as ART, COINS and CLASSIC CARS year on year over the last 10 years.
Unlike financial markets, there is limited downside risk to holding a tangible asset with intrinsic value such as whisky
and wine, and you are covered through insurance that protects your asset in storage. It is important to add at this
stage that LONDON BARRELHOUSE is one of only 453 global trading partners of Liv-ex, the global marketplace for
fine wine and whisky.
In 2018, 107,890 bottles of Single Malt Scotch Whisky were sold at auction in the UK for £40,772,550, an increase of
close to 30% on the previous year.
Minimum investment starts at £5,000
● Would you consider investing in wine and whisky as if so I would love you to see their brochure which will
explain more to you about both assets as an investment.
Ok great, could I pinch your email address please and I will arrange for a brochure to be sent to you.
I'm sure you will have a few questions so one of their senior Investment Consultants can follow up with you in the
next couple of days to answer any questions you may have.
What's the best time of day MORNING / AFTERNOON / EVENING
{TITLE}, {PROSPECTS NAME}may I ask w hen investing, what's your normal investment range?
£5,000 - £10,000 / £10,000-£20,000 / £20,000+
Ok thank you, what I would love to do is have one of our senior consultants follow up with you in the next few days to
discuss the options and send you further information.
They have a highly experienced team of business analyst and economists who are working with highly profitable
companies from all over the globe with a goal to maximise profits for our clients on their investments.Thank you for
your time, one of the senior consultants from LONDON BARRELHOUSE will follow up in the next few days
WEBSITE: www.londonbarrelhouse.com
Good morning/afternoon {TITLE}, {PROSPECTS NAME} {AGENT NAME } from LIQ, we are the marketing agency for
LONDON BARRELLHOUSE who are one of London's largest Rare Whisky & Fine Wine investment specialists and
we are currently sending their brochure by email.
{TITLE}, {PROSPECTS NAME} have you considered investing in this sector before?
LONDON BARRELLHOUSE offer the opportunity to invest in some of the finest and rarest whisky and wine in the
world, and as a result of the demand coming out from Asia, specifically China, Singapore and Vietnam, the growth is
triple digit.
In the last 10-years wine performance: +147% & whisky performance: +582%
LONDON BARRELLHOUSE has become one of the foremost authorities on all things fine and rare in the wine and
whisky market.
Whisky has seen unprecedented growth over the last 10 years and increased by 40% in 2018 alone, where the world
record was exceeded for a bottle of Rare Single Malt Whisky (Macallan 1926) that sold for £1.5mil, this year has been
very similar and the expected growth for the coming 12 month is expected to be circa 40% in line with the Knight
Frank Luxury Investment Index.
Well it's an incredible way to diversify one's investment portfolio.
● Do you normally invest for Growth or income?
● What do you normally invest in?
Rare Whisky and Fine Wine have dominated the passion asset arena comfortably outperforming asset classes such
as ART, COINS and CLASSIC CARS year on year over the last 10 years.
Unlike financial markets, there is limited downside risk to holding a tangible asset with intrinsic value such as whisky
and wine, and you are covered through insurance that protects your asset in storage. It is important to add at this
stage that LONDON BARRELHOUSE is one of only 453 global trading partners of Liv-ex, the global marketplace for
fine wine and whisky.
In 2018, 107,890 bottles of Single Malt Scotch Whisky were sold at auction in the UK for £40,772,550, an increase of
close to 30% on the previous year.
Minimum investment starts at £5,000
● Would you consider investing in wine and whisky as if so I would love you to see their brochure which will
explain more to you about both assets as an investment.
Ok great, could I pinch your email address please and I will arrange for a brochure to be sent to you.
I'm sure you will have a few questions so one of their senior Investment Consultants can follow up with you in the
next couple of days to answer any questions you may have.
What's the best time of day MORNING / AFTERNOON / EVENING
{TITLE}, {PROSPECTS NAME}may I ask w hen investing, what's your normal investment range?
£5,000 - £10,000 / £10,000-£20,000 / £20,000+
Ok thank you, what I would love to do is have one of our senior consultants follow up with you in the next few days to
discuss the options and send you further information.
They have a highly experienced team of business analyst and economists who are working with highly profitable
companies from all over the globe with a goal to maximise profits for our clients on their investments.Thank you for
your time, one of the senior consultants from LONDON BARRELHOUSE will follow up in the next few days
FX Bond Investment Script
Good Morning/ Afternoon is XXXXX available?
Hi <%name%>! XXXXXX calling from XXXXXXX, we are a marketing agent for Vector Wealth.
I understand that you have previously been contacted about investment opportunities, correct?
Great, we have your email address down as <%email%>, is that still the best one to contact you on?
Perfect, before we go any further <%name%>, I need you to certify that you qualify as either a High Net Worth or Sophisticated Investor?
***CLASSIFICATION BELOW****
HIGH NET WORTH INDIVIDUAL
(a) During the last financial year did you have income of £100,000 or more?
(b) Do you have net assets of £250,000 or more that does not include your primary residence?
SOPHISTICATED INVESTOR
(a) Have made more than one investment in an unlisted company in the two years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the provision of finance
for small and medium enterprises in the last two years?
(d) Are you 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 below;
Thank you, let me give you a little background into the opportunity. Vector Wealth are an FCA regulated firm (FCA NUMBER IF ASKED – 578178) that specialise in short term high yield bonds. They have been featured in numerous publications and have received a multitude of industry awards and recognitions. They are offering a ONE YEAR Forex (Foreign Exchange) based bond, which is paying between 12-15% Return on Investment, how does 12-15% Per Annum compare with your current investments, competitive?
Good, now <%name%> Vector Wealth have developed an algorithmic trading system which has a two year track record and has shown 97.54% growth in that period. The great thing about Algorithmic trading is that not only is the computer able to recognise entry parameters faster than a human it also takes the emotion and human error aspects out of the trade, are you following me so far?
Great, Forex trading is perfect for the current climate because the algorithm can trade a rising or falling market – meaning that even if the markets go down there is still profit to be made, which I’m sure you agree is a welcome relief given everything that’s going on in the world currently, yes?
Let me ask you <%name%>, what do you have liquid and available to invest currently
£10,000 - £20,000//£20,000-£50,000 or £50,000+?
Perfect, and when is the best time for a representative from Vector Wealth to call you back. Mornings, Afternoons or Evenings?
Ok, what we will do next is get the brochure over to you to have a read through, then get a representative from Vector to call you back to answer any questions you might have.
Its been a pleasure speaking with you today.
Luxury UK Property Investment Script
Good morning/Afternoon is that Mr__________ I’m speaking to?
Great my name’s _______ calling from NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can
I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
----------------------------------------------------------------------------------------------
2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
---------------------------------------------------------------
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of £100,000 or more
Net assets of £250,000 or more that does not include your primary residence)
( sophisticated - (a) Have made more than one investment in an unlisted company in the two
years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in
the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the
provision of finance for small and medium enterprises in the last two years?
(d) Are you 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 below;
4. Ok great, and when looking at a new investment do you start at the £10-£20k / £20-£30k /
30k+
5. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
Salboy Script
Great! Thanks for answering my questions. From the conversation we have had I just want
to highlight our top performing client and ill let you get on with your day.
Great, let me give you a little background into Salboy. Salboy are an extremely well
established property developer based in the North West of England. They are fully owned
and operated by Simon Ismail and Betfred-owner Fred Done and have delivered over 2,400
homes across the UK
now their latest venture - VIADUX is a 40 story luxury development of 1 and 2 bedroom
apartments, slap bang in the centre of Manchester, it is the latest and most central building
in Manchester's already sold out Skyscraper cluster. The building has been designed by
internationally renowned architects Simpson Haugh and includes Private lounge, bar and
cinema room, State of the art gymnasium & yoga studios and a Podium terrace garden
But what ill do from here is speak with Salboy just to let them know your at least open
minded and they will call you back to answer any questions and get their relevant
information sent out.
When would be best morning, afternoon or evening ?
Finally just so you know it is them calling we ask for a memorable word just so when they do
call they will quote this word to you and you know it’s the right company ?
Great my name’s _______ calling from NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can
I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
----------------------------------------------------------------------------------------------
2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
---------------------------------------------------------------
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of £100,000 or more
Net assets of £250,000 or more that does not include your primary residence)
( sophisticated - (a) Have made more than one investment in an unlisted company in the two
years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in
the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the
provision of finance for small and medium enterprises in the last two years?
(d) Are you 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 below;
4. Ok great, and when looking at a new investment do you start at the £10-£20k / £20-£30k /
30k+
5. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
Salboy Script
Great! Thanks for answering my questions. From the conversation we have had I just want
to highlight our top performing client and ill let you get on with your day.
Great, let me give you a little background into Salboy. Salboy are an extremely well
established property developer based in the North West of England. They are fully owned
and operated by Simon Ismail and Betfred-owner Fred Done and have delivered over 2,400
homes across the UK
now their latest venture - VIADUX is a 40 story luxury development of 1 and 2 bedroom
apartments, slap bang in the centre of Manchester, it is the latest and most central building
in Manchester's already sold out Skyscraper cluster. The building has been designed by
internationally renowned architects Simpson Haugh and includes Private lounge, bar and
cinema room, State of the art gymnasium & yoga studios and a Podium terrace garden
But what ill do from here is speak with Salboy just to let them know your at least open
minded and they will call you back to answer any questions and get their relevant
information sent out.
When would be best morning, afternoon or evening ?
Finally just so you know it is them calling we ask for a memorable word just so when they do
call they will quote this word to you and you know it’s the right company ?
Renewable Energy Investment Script
Good morning / afternoon Mr/Mrs <%name%>, <%userFullName%> from XXXXXXXXXXXXX, we are a
marketing agent and are currently dealing with a new government approved project that is asset backed
and shows fantastic returns over the short term, however before we go any further I just need to clarify
your suitability. Is that ok?
Perfect, In order to qualify for this opportunity we first need to clarify that you would classify yourself as a
HNW or SOPHISTICATED individual?
***CLASSIFICATION BELOW****
HIGH NET WORTH INDIVIDUAL
(a) During the last financial year did you have income of £100,000 or more?
(b) Do you have net assets of £250,000 or more that does not include your primary residence?
SOPHISTICATED INVESTOR
(a) Have made more than one investment in an unlisted company in the two years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the provision of finance
for small and medium enterprises in the last two years?
(d) Are you 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 below;
The purpose of the call today <%firstname%> is simply to give you some information and get their
Brochure to you by email? What's the best email for you, are you still on <%email%> ....thank you
Mr/Mrs <%name%> to ensure we send you the right brochure:
Do you currently hold or have you ever invested in a Loan note or Bond?
If Yes
What industry or sector was that in?
Great, Mr/Mrs <%name%>, a little bit about the project.
PLATINUM ENERGY SOLUTIONS are raising capital for a new SUSTAINABLE ENERGY project in
Sudbrook, South Wales. The Sudbrook Project has been given DNS Status by the Welsh Government,
meaning that it is deemed as a Development of National Significance - sounds pretty impressive, right?
The new Plant at Sudbrook will generate power using Peaking Gas Turbines and will have an
approximate working capacity of 20MW. A PPA (Power Purchase Agreement) is in place with YuEnergy
who are a big player in the Energy Market and have signed a deal to purchase all the power generated
from the Sudbrook Plant for the next 30 years, are you following me so far <%name%>?
Good, now what PLATINUM ENERGY are able to offer investors <%firstname%> is a 12 Month loan note
paying a fixed return of between 12-18% - there is also an option to extend the period to 18 months for
an additional 1.25% with an entry level of just £10,000.00, how does that compare with other investments
you have in your portfolio, competitive?
Great, now <%firstname%> when you invest what financial level do you usually find comfortable as an
entry point?
Perfect – and is that amount available to invest should this have ticked all your boxes and completed your
due diligence?
Perfect! Now <%firstname%> before the brochure can be sent PLATINUM ENERGY will have
CREDENCE WEALTH call you in order to complete a compliance call, when is the best time for them to
call?
MORNING/AFTERNOON/EVENING
Thank you, CREDENCE WEALTH will be in touch in the next few days. When they call please make sure
you are able to answer their compliance questions in order to receive the brochure.
Thank you for your time today, it was a pleasure speaking with you.
marketing agent and are currently dealing with a new government approved project that is asset backed
and shows fantastic returns over the short term, however before we go any further I just need to clarify
your suitability. Is that ok?
Perfect, In order to qualify for this opportunity we first need to clarify that you would classify yourself as a
HNW or SOPHISTICATED individual?
***CLASSIFICATION BELOW****
HIGH NET WORTH INDIVIDUAL
(a) During the last financial year did you have income of £100,000 or more?
(b) Do you have net assets of £250,000 or more that does not include your primary residence?
SOPHISTICATED INVESTOR
(a) Have made more than one investment in an unlisted company in the two years?
(b) Have you been a director of a company with an annual turnover of at least £1 million in the two years?
(c) Have you worked in a professional capacity in the private equity sector, or in the provision of finance
for small and medium enterprises in the last two years?
(d) Are you 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 below;
The purpose of the call today <%firstname%> is simply to give you some information and get their
Brochure to you by email? What's the best email for you, are you still on <%email%> ....thank you
Mr/Mrs <%name%> to ensure we send you the right brochure:
Do you currently hold or have you ever invested in a Loan note or Bond?
If Yes
What industry or sector was that in?
Great, Mr/Mrs <%name%>, a little bit about the project.
PLATINUM ENERGY SOLUTIONS are raising capital for a new SUSTAINABLE ENERGY project in
Sudbrook, South Wales. The Sudbrook Project has been given DNS Status by the Welsh Government,
meaning that it is deemed as a Development of National Significance - sounds pretty impressive, right?
The new Plant at Sudbrook will generate power using Peaking Gas Turbines and will have an
approximate working capacity of 20MW. A PPA (Power Purchase Agreement) is in place with YuEnergy
who are a big player in the Energy Market and have signed a deal to purchase all the power generated
from the Sudbrook Plant for the next 30 years, are you following me so far <%name%>?
Good, now what PLATINUM ENERGY are able to offer investors <%firstname%> is a 12 Month loan note
paying a fixed return of between 12-18% - there is also an option to extend the period to 18 months for
an additional 1.25% with an entry level of just £10,000.00, how does that compare with other investments
you have in your portfolio, competitive?
Great, now <%firstname%> when you invest what financial level do you usually find comfortable as an
entry point?
Perfect – and is that amount available to invest should this have ticked all your boxes and completed your
due diligence?
Perfect! Now <%firstname%> before the brochure can be sent PLATINUM ENERGY will have
CREDENCE WEALTH call you in order to complete a compliance call, when is the best time for them to
call?
MORNING/AFTERNOON/EVENING
Thank you, CREDENCE WEALTH will be in touch in the next few days. When they call please make sure
you are able to answer their compliance questions in order to receive the brochure.
Thank you for your time today, it was a pleasure speaking with you.
IPO Investment Script
Good morning/Afternoon is that Mr__________ I’m speaking to?
Great my name’s _______ calling from the NXT Generation, how are you today?
It’s just a short call don’t worry, we are just sending out our latest investment newsletter, can I just confirm this is the correct email address/or postal?
Just to make sure we get the right information out to you I want to confirm a few details;
1. Would you class yourself as a high, medium or low risk investor?
High risk: high risk high returns then yes
Medium risk: So you prefer decent but safe returns then?
Low risk: so you take a much more cautious approach to the market then?
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2. When looking for an investment do you prefer income or capital growth?
INCOME: Ok so you prefer to see regular income of your investments then right?
CAPITAL GROWTH: So you prefer to see your profits on the back end?
With regards active investments what areas do you deal with stocks/shares ISA’s bonds you tell me ? ( write down all investments if chatty ask them if there going well or like top performing investment
When was the last time you invested in the last year, 1-2 years or 2 years +
3. Would you be classed as a high Net worth or sophisticated investor ?
( High net worth during the last financial year did you have an income of 100,000 or more
Net assets of 250,000 or more that does not include your primary residence)
( sophisticated - (a) Have made more than one investment in an unlisted company in the two years?
-invested in trading, property bonds, directly into a business or any other alternatives such as private equity, venture capital, hedge funds, real property, commodities or any tangible assets.
Are you a High Rate Tax Payer ? ( over of above 40% )
( IF HIGH RATE TAX ) Do you earn above or below 60k a year ?
4. Ok great, and when looking at a new investment do you start at the 10-20k – 20-30k – 30k+
5. And I take that could be liquid for you if it was the right opportunity in your eyes ?
(Change these to the relevant figures of your investment opportunity)
Great! Thanks for answering my questions. From the conversation we have had I just want to highlight our top performing client They are called The IPO Investor they are premier boutique private equity firm that specializes in pre-IPO investing and start up venture capital.
has one of the most anticipated PRE-IPO launches for …….. which is projected to tip ……. return on investment for early investors.
The IPO Investor is currently filling Pre-IPO orders on SpaceX which im sure you heard In May 2020, became the first company to send passengers to orbit on a privately made vehicle.
The IPO Investor is $400.00 per share, this is expected to increase to between $1,200 to $2,000 once listed and the minimum level of investment to come on board at the initial IPO price is $20,000
Now what I would like to do from here is speak to The IPO Investor , give them a feel for the type of investor you are and one of their senior managers will call you within 24-48 hours to provide you further information about the opportunity and to answer any questions you may have
When would be best morning afternoon or evening?
Finally we just want to take a memorable word just so when The IPO Investor call you they will quote this word and you know its came from our conversation.