Why are some investments restricted more than others?

Understand why some investments, specifically funds, are more restricted than others

Some investments available on the Funderbeam platform, specifically ‘collective investment schemes’ (also known as ‘funds’), or other investments which involve complex legal structures, are considered ‘non-mainstream pooled investments’ under UK FCA rules.

These types of investments are considered more complex than investing directly into a company. Therefore, there are rules about how these types of investments can be marketed and we have responsibilities to ensure they are suitable for anyone who wishes to invest in them. In light of this, we need to take extra steps to ensure you have the right experience of this type of investment and a proper understanding of the specific features of this investment.