How to apply for this EIS

  1. Click on the Download button below to obtain all relevant literature.
  2. Read all the literature provided in full, ensuring you’re happy to proceed.
  3. Post the completed forms along with two valid forms of ID, and a cheque made payable to the provider, to: WealthMe, PO Box 362, Burgess Hill, West Sussex, RH15 5BH.

Free EIS Guide

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


Fund title: Guinness EIS

Overview

*Rebate - Total 2% - ie Initial commission rebate of 2% which is a special rate for all WealthMe clients. 0.5% of the WealthMe Arrangement Fee is paid by the product provider from the Initial Charge, the remaining 0.5% of our arrangement fee will be paid from your initial investment.

Example of a £100,000 investment:

Investor subscribes: £100,000

Initial fee for unadvised investors reduced from 3% to 1% as a special rate for WealthMe clients. This is effectively a 2% discount / ‘rebate’. GAM defer all fees to exit allowing £100,000 to be invested into EIS qualifying companies.

From the 1% initial fee, 0.5% is paid to WealthMe as commission - ie £500 to cover WealthMe arrangement fee. However, the remaining 0.5% of our arrangement fee will be paid from your initial investment amount.

If applicable we will ask the product provider to reinvest any initial or trail commission back into your plan. This will be either in the form of a reduction in their charges or an enhancement of additional shares. However if this cannot be facilitated, they will pay any initial or trail commission to WealthMe. We will then pay any surplus initial commission immediately back to the recipient. Any trail commission we receive will be paid to the recipient in January based on the amount received in the previous year (subject to a £10 administration fee). All initial and trail rebates will be paid net of basic rate tax and are to be treated as taxable income by the recipient as stipulated by HMRC.

Fund type:

New Fund

Miniumum investment

£20,000

Initial Charges

3%

WealthMe Arrangement Fee

1%

Expected Close date

TBC

Funds Raised and sought

£30m of £40m

Rebate

2.00%



Important Information
The information given here has been taken from the product terms and conditions, brochure, and other literature available from the product provider. However, no guarantee can be made to the accuracy of the information. You should therefore satisfy yourself as to the full terms and risks of any investment by reference to the relevant materials provided by the product provider. In the unlikely event of any discrepancy between the information shown here and that provided in the provider literature, the product literature shall prevail. All investment involves risk and you could lose some or all of the money you invest.