Nexus Investments’ Managing Director, Matthew O’Kane, introduces their Scale-Up Fund for IFA Magazine.
The investments referred to in this website are not suitable for all investors. Nexus Investment Management Limited (“NIML”) is not able to give advice to prospective investors about the suitability of the investments. Prospective investors are recommended to seek specialist tax and financial advice before investing in any EIS Fund.
An investment into the Evergreen Investment Scale-Up Fund (“the Fund”) may only be made on the basis of reading in full the information set out in the relevant Information Memorandum.
All potential investors will be required to declare that they fall within the definition of an exempt person as set out in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.
When investing in the Fund, your capital is at risk. The value of shares and income from them may go down as well as up and despite the tax relief you may not recover the amount originally invested. An investment in smaller and unquoted companies carries a higher risk than many other forms of investment. Shares in unquoted companies are not readily marketable. You should not invest in an EIS Fund unless you can afford to lose some or all of your capital.
An EIS investment is only appropriate for investors with a medium to long term investment horizon; the timing and extent of realisation cannot be predicted and may extend beyond five years. It is not possible to allow a partial withdrawal of your investment. You may request a total withdrawal, but since many investments made by the Fund will be in unquoted companies, this may not be possible. Withdrawal within three years would lead to repayment of any tax reliefs received.
The tax benefits available depend upon your individual circumstances and these benefits may change dependent upon future legislation.
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