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: Pembroke VCT


*Rebate - Total 2.75% - ie Initial commission rebate of 1%, plus early bird discount of 0.5% for all investors  before 30/11/18, plus up to max 2.25% (ie 0.375% 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.

Launched in 2013 by Oakley Capital, the Pembroke VCT provides investors with access to a private equity style investment strategy with significant tax benefits.

The VCT seeks to invest in a diversified portfolio of smaller companies within the consumer, hospitality and leisure sectors and has so far invested £42.9m across 34 investments since 2013.

The VCT invests in some of the most exciting and entrepreneurial young SMEs in the UK, and supports them continually to grow and develop their business. Examples include: Boom Cycle, Alexa Chung, Popsa and Sourced Market.

Fund type:

New Fund

Miniumum investment


Initial Charges


WealthMe Arrangement Fee


Expected Close date

5 Apr 2019

Funds Raised and sought

£19m of £20m



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.