How to apply for this EIS
- Click on the Download button below to obtain all relevant literature.
- Read all the literature provided in full, ensuring you’re happy to proceed.
- 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: MMC Knowledge Intensive Approved EIS plan
MMC seeks to provide investors with a well-balanced portfolio of potentially high-growth technology-focused businesses with the aim of producing significant capital growth. It is widely recognised that technology is one of the highest-growth areas across the UK and, according to The Tech Nation Report 2018, the technology sector is worth c. £184 billion to the UK economy, arguably providing a depth of investment opportunities for managers operating within this space. In order to execute its strategy, MMC focuses on investing in fast-growing, early-stage businesses led by impressive management teams in their chosen sectors:
• Financial services (Fintech)
• Enterprise software
• Digital media
• Consumer internet
• Digital Health
• Circular Economy
Each investor Subscription will be allocated into circa 10 companies comprising both new deals and follow-on investments to achieve a balance of investment stage and risk. We aim to deploy funds over a 24-month period but due to the Approved fund structure of this product, all shares will be deemed to have been allotted on 1st April 2021. MMC is targeting 100% deployment into Knowledge Intensive companies.
*Rebate - Total 2% for ALL clients - ie Initial commission rebate of 3%. However, the initial WealthMe Arrangement Fee of 1% is paid by the product provider from your Initial commission or it can be paid by the investor separately.
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.
WARNING – Please read all product provider documentation and their website before proceeding.
We have provided the above information in good faith, however, it could be out of date or updated , therefore please always refer to the providers website for the most up to date information.
WealthMe Arrangement Fee
Expected Close date
30 Apr 2021
Funds Raised and sought
TBC of £10m
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.