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: Calculus EIS

Overview

*Rebate - Total 0.5% - Pleasse note that NO commission is paid on this product. However, Calculus have agreed to reduce their 'Non-Advised set up Fee' from 2% to 1% for all WealthMe clients. WealthMe initial arrangement fee is 0.5%, therefore all clients investing via WealthMe will be 0.5% better off than investing directly with Calculus.

There is also an extra 1% loyalty bonus for all existing Calculus EIS clients who invest via WealthMe or directly. Our Arrangement Fee is paid by the product provider from the Initial investment amount. The charges for the Calculus EIS fund can be found in their Information Memorandum.

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 £5 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.

Calculus Capital created the UK’s first approved EIS Fund in 1999. The Calculus EIS Fund is suitable for investors seeking capital appreciation through a risk managed investment strategy. We are known in the market for our performance, having achieved 32 exits to date.

Our aim is to invest your subscription in at least 6, on average 8-10, companies across a range of sectors, giving you a diverse portfolio. We are a growth investor and target more entrepreneurial businesses with strong growth prospects and an ability to meet a target IRR of at least 20%. Our aim is to have clients fully invested within 18 months of the applicable Fund close date.

Expected Allotment date: Capital is deployed over 18 months from the relevant Fund close date, which will straddle tax years 17/18, 18/19 and 19/20 depending on the date invested.

Fund type:

New Fund

Miniumum investment

£50,000

Initial Charges

4%

WealthMe Arrangement Fee

0.5%

Expected Close date

25 Jan 2019

Funds Raised and sought

£10m of £20m

Rebate

0.50%



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.