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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: Downing_FOUR_VCT_Ventures

Overview

SOME INITIAL REBATE AND ALL TRAIL OPTION 1

*Rebate - Total 3.25% for EXISTING clients - ie Initial commission rebate of 2%, plus ealry bird discount of 0.5% for all applications before 11th February 2022, plus Loyalty discount of 0.5% for all existing investors (until 11/2/22), plus up to max 1.25% (ie 0.25% X 5 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.

*Rebate - Total 2.75% for NEW clients - ie Initial commission rebate of 2%, plus ealry bird discount of 0.5% for all applications before 11th February 2022, plus up to max 1.25% (ie 0.25% X 5 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.

ALL INITIAL REBATE AND SOME OF THE TRAIL OPTION 2

*Rebate - Total 3% for EXISTING clients - ie Initial commission rebate of 2%, plus ealry bird discount of 0.5% for all applications before 11th February 2022, plus Loyalty discount of 0.5% for all existing investors (until 11/2/22). WealthMe Arrangement Fee will be paid from the remaining ongoing trail commission of 0.25% pa paid by the product provider.

*Rebate - Total 2.5% for NEW clients - ie Initial commission rebate of 2%, plus ealry bird discount of 0.5% for all applications before 11 February 2021. WealthMe Arrangement Fee will be paid from the remaining ongoing trail commission of 0.25% paid by the product provider.

Existing client loyalty discount

If the investor applying is an existing Downing investor (regardless of product) they receive 1% discount until 11th February, which includes Early bird discount.

Early bird discount deadlines

0.5% reduction until 11th February 2022.

Allotment dates

Invest by 05 April 2022 3pm for allotment in the 2021/22 tax year

Invest by 31 May 2022 3pm  for allotment in the 2022/23 tax year

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 May based on the amount received in the previous year (subject to a £10 administration fee for option 1 & £0 administration fee for option 2). 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

4.5%

WealthMe Arrangement Fee

1%

Expected Close date

31 May 2022

Funds Raised and sought

£1.8m of £10m

Rebate

3.25%


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.