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”.

For all other applications, WealthMe will require the receipt of the completed application at least 3 days prior to the product providers deadline to ensure we have adequate time to process your application.

Please contact the product provider directly to confirm the date that they require cleared funds to complete the transaction before their closing date.

We cannot guarantee processing late applications.