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.

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Fund title: Calculus VCT

Overview

*Rebate - Total 5.5% - ie Initial commission rebate of 3%, plus early bird discount of 05% for all investors before 01/02/19, 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.

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 £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.

 

Calculus Capital has 20 years’ experience investing in entrepreneurial growth focused businesses and is seen as a pioneer in the tax efficient arena, having launched the UK’s first approved EIS fund in 1999. We are known in the market for our performance, having achieved 33 exits to date.

The Calculus VCT provides exposure to a diversified portfolio of smaller, growing UK companies. Calculus seeks out entrepreneurial, smaller companies with robust business models and strong growth potential. The completed portfolio is expected to hold in excess of 30 companies across a diverse range of sectors and targets an annual dividend of 4.5% of NAV.

Expected Allotment date, eg which tax year will the investment be available for tax relief? - 4 April 2019 – 2018/19 tax year & 30 August 2019 – 2019/20 tax year

Fund type:

New Fund

Miniumum investment

£5,000

Initial Charges

3%

WealthMe Arrangement Fee

1%

Expected Close date

1 Feb 2019

Funds Raised and sought

TBA of £10m

Rebate

5.50%


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.