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.

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Fund title: Boundary Capital AngelPlus Fund

Overview

Boundary Capital is a VC firm investing in early stage technology and life science companies. It was established in 2009 by successful technology entrepreneurs and investors.

The objective is to lead/co-lead selected UK-based businesses using a unique ‘Venturer’ model which ensures all investments are nurtured actively: The Fund only invests alongside ‘Venturers’ who are experienced entrepreneurs and executives. These Venturers invest their own money and take an active board seat alongside Boundary Capital. This helps to promote success to de-risk them whilst adding value to the founders too.

Boundary Capital has built a network of 300+ Venturers from a variety of technical fields and industries. Boundary Capital has offices in London and Cambridge.

This fund is managed by 5 experienced Partners. In addition the fund benefits from the support of 2 Associate Partners and a Strategic Adviser.

Track record summary: the team have built businesses, and led over 14 VC funds with £200m+ AUM and 60+ exits. Fund multiples range from 1.4x to 3.0x

*Rebate - Total 2% - ie Initial commission rebate of 3%. Our 1% arrangement fee can either be paid directly by you with a cheque made payable to 'WealthMe' or it can be facilitated by the Manager out of your Subscription.

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

5.5%

WealthMe Arrangement Fee

1%

Expected Close date

Evergreen
26 Apr 2019

Funds Raised and sought

£550k of TBA

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.