033 33 44 55 22 Mon to Fri 9am to 5pm

How to apply for this VCT

  1. Click on the Download pack button below to obtain all relevant literature.
  2. Read all the literature provided in full, ensuring you’re happy to proceed.
  3. Write a cheque made payable to the provider. Post it along with the completed documents and two valid forms of ID, to: WealthMe, PO Box 362, Burgess Hill, West Sussex, RH15 5BH.

Free VCT Guide

Download our free & comprehensive guide to VCTs.
All investment decisions must be made solely on the fund's prospectus.


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.

Fund type:

New Fund

Minimum investment

£5,000

Initial Charges

5%

WealthMe Arrangement Fee

1%

Expected Close date

26 Aug 2022

Funds Raised and sought

£2m of £10m

Rebate

7.00%


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.