How to invest in an EIS

1. Download and read the prospectus & brochure for each of the EIS offers that interest you.

2. Once you have chosen the EIS(s) that you wish to apply for, click on the 'More info' button on the right.

3. Press the Download pack button to obtain all documentation on the chosen product.

4. CLIENT PORTAL OPTION - After you have decided which plan you wish to invest in, then please call us on 033 33445522 so that we can set you up on our client portal. This is the quickest and easiest way of completing the necessary paperwork online.

5. PAPER BASED OPTION - Otherwise, you can 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.