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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: Deepbridge Technology Growth EIS

Overview

The Deepbridge Technology Growth EIS is an opportunity to participate in a portfolio of actively-managed high-growth technology companies, taking advantage of the potential tax benefits available under the Enterprise Investment Scheme.

A diversified portfolio of actively managed high-growth companies seeking commercialisation funding, the Deepbridge EIS invests in technology growth companies that have a proven technology, clear intellectual property and are operating in a high growth/high value market sector.

The Deepbridge EIS invests in actively-managed Investee Companies, offering investors the opportunity to participate in potential capital growth underpinned by proven market demand, and experienced and aligned management teams. The Deepbridge Technology Growth EIS is focused on investing in high growth companies that are seeking to commercialise and expand, specifically in three sectors:

  • Energy & resource innovation: including waste water treatment and conservation, advanced materials and renewable energy generation technologies;
  • Medical technology: such as medical and surgical instrumentation, devices, and diagnostics;

IT based technology: particularly Enterprise Application Software and Software as a Service.

Initial charge should be 2.5% however WealthMe clients obtain a discount to 0.625%. In addition Deepbridge will pay WealthMe 1.8% initial commission. Our arrangement fee is 1% therefore the rebate will be 0.8% plus 1.875%. The 0.8% will be paid back to the investor directly from WealthMe when we get paid, the 1.875% will be a reduction of initial investment charge.

*Rebate - Total 2.675%. The WealthMe Arrangement Fee is paid by the product provider.

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 April 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

£10,000

Initial Charges

2.5%

WealthMe Arrangement Fee

1%

Expected Close date

Evergreen

Funds Raised and sought

£76m of TBC

Rebate

2.68%



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.