Fund title: Calculus VCT

Overview

*Rebate - Total 7% for EXISTING clients - ie Initial commission rebate of 2%, plus loyalty disocunt for current investors of 0.5%, plus early bird discount of 0.5% for all investors (deadline 28/1/22), plus up to max 3% (ie 0.5% X 6 years) trail commission which is dependent on the investment being kept for the full term. 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. PLUS 2% off intitial fee until 31/1/2022.

*Rebate - Total 6.5% for NEW clients - ie Initial commission rebate of 2%, early bird discount of 0.5% for all investors (deadline 28/1/22), plus up to max 3% (ie 0.5% X 6 years) trail commission which is dependent on the investment being kept for the full term. 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. PLUS 2% off intitial fee until 31/1/2022.

Inital fee discount offer

2% off initial fee until 31/1/2022

Closing dates

31 March 2022

Existing client discount

Existing product provider clients to receive a 0.5% discount

New client discount

New product provider clients to receive a 0% discount

Early bird discount deadlines

0.5% discount - deadline 28 january 2022

Allotment dates

The closing date for application in the 2021/22 tax year is 31 March 2022

The closing date for application in the 2022/23 tax year is 26 August 2022

WealthMe fees *

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/May 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We have provided the above information in good faith, however, it could be out of date or updated , therefore please always refer to the providers website for the most up to date information.