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EIS Current Issues

How to invest in an EIS

  1. Download and read the prospectus & brochure for each of the EIS(s) that interest you.
  2. Once you have chosen the EIS(s) that you wish to apply for, click on the Apply now button on the right.
  3. Press the Download pack button and complete all necessary forms as explained.
  4. Post the completed documents to: WealthMe, PO Box 362, Burgess Hill, West Sussex, RH15 5BH.


Table heading explanations:

  • Initial Charge: Initial charges are up front charges applied by the product provider on your investment.
  • Total Rebate: Rebate is the amount that WealthMe is rebating back to you (or to your investment) from the combination of the initial commission, ongoing trail commission and any applicable loyalty bonus and/or early bird discount, which are paid out of your products Initial Charge and annual management charges.  The figure quoted is dependent on the investment being kept for the full term. There will be a £5 administration fee deducted for any applicable ‘Trail Commission Rebate’ paid out.
  • WealthMe Arrangement fee: The arrangement fee is paid by the product provider from the Initial Charge.

For full details on the rebates and charges of each product please click “More Info”.

 

If you wish to invest in an EIS which is not on our website, then please call us on 03333445522 and we will endeavour to assist you.

We cannot guarantee processing late applications.

Free EIS Guide

Download our free & comprehensive guide to EIS. All investment decisions must be made solely on the fund's prospectus.


Current EIS Fund Issues
Fund name
New Fund or Top-up
Minimum Investment Funds Raised & Sought Expected Close Date Initial Charge before rebate Total Rebate WealthMe Arrangement Fee Download Brochure Download Prospectus More Info.
Amberside Scientific EIS
New Fund
£25,000 TBC of £25m Evergreen
0% 2.00% 1% Brochure More Info.
Boundary Capital AngelPlus Fund
New Fund
£20,000 £550k of TBA Evergreen
5.5% 2.00% 1% Brochure More Info.
Calculs Capital EIS Fund
New Fund
£50,000 £5m of £20m 30 Jan 2020 4% 0.50% 0.5% Brochure More Info.
Deepbridge Life Sciences Eis
New Fund
£10,000 £5.5m of TBC Evergreen
2.5% 2.68% 1% Brochure More Info.
Deepbridge Technology Groth EIS
New Fund
£10,000 £14m of TBC 26 Apr 2019 2.5% 2.65% 1% Brochure More Info.
Downing Ventures EIS
New Fund
£15,000 £12.5m of TBC Evergreen
5% 3.00% 1% Brochure More Info.
Edition EIS
New Fund
£10,000 £8.3m of TBC Evergreen
5% 2.00% 1% Brochure More Info.
Foresight Williams Technology EIS Fund
New Fund
£10,000 £14m of TBC TBC
5.5% 2.00% 1% Brochure More Info.
Guinness EIS
New Fund
£20,000 £30m of £40m 20 Dec 2019 3% 2.00% 1% Brochure More Info.
Mercia EIS Fund
New Fund
£25,000 £9.4m of £30m 31 Dec 2019 2% 1.25% 1% Brochure More Info.
MMC Ventures EIS
New Fund
£25,000 £30m of £35m TBC
3% 2.00% 1% Brochure More Info.
Nova Cofoundery SEIS & EIS Fund
New Fund
£10,000 £7.8m of £7m Evergreen
0% 2.00% 1% Brochure More Info.
Oxford Technology EIS SEIS
New Fund
£15,000 £6.8m of £15m TBA
1% 0.00% 1% Brochure More Info.
Seneca EIS portfolio
New Fund
£25,000 TBC of £8.5m TBC
5% 1.00% 0% Brochure More Info.
Symvan Technology EIS Fund
New Fund
£20,000 £4m of £10m Discretionary
6% 0.00% 1% Brochure More Info.
The Imbiba Leisure EIS
New Fund
£10,000 £6m of £10m TBC
5.5% 0.00% 1% Brochure More Info.
The o2h therapeutics AI SEIS and EIS Fund
New Fund
£25,000 £1.5m of £10m Evergreen
4% 1.00% 1% Brochure More Info.
Current EIS Portfolio Issues
Fund name
New Fund or Top-up
Minimum Investment Funds Raised & Sought Expected Close Date Initial Charge before rebate Total Rebate WealthMe Arrangement Fee Download Brochure Download Prospectus More Info.
IWCapital EIS Portfolio Service
New Fund
£10,000 TBC of £10m Evergreen
0% 2.00% 1% Brochure More Info.
Not available on Execution Only basis - Please call us if you wish to arrange any of the following.
Fund name
New Fund or Top-up
Minimum Investment Funds Raised & Sought Expected Close Date Initial Charge before rebate Total Rebate WealthMe Arrangement Fee Download Brochure Download Prospectus More Info.
Parkwalk Opportunities EIS
New Fund
£25,000 £44m of £60m Evergreen
3% 0.00% TBC% Brochure More Info.



Risks & Commitments