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Adviser information and forms
Annual and interim reports
Forms to complete when you make a new investment or ‘top up’ an existing investment with us.
Comprehensive product information that should always be read and understood before deciding whether the investment is right for you.
Helpful explanations that make our investments easier to understand.
Key information documents
Worked examples for everyday tax situations. Showing how our investments can help you develop appropriate planning scenarios for a broad range of clients.
A summary of an investment product, including key benefits and risks to consider.
Legal information issued every time a new VCT share offer is launched.
Information announced to the London Stock Exchange, such as details of dividend payments and new share offers.
Supplementary Information Document
Terms and conditions
Important information about an investment that you should always read before deciding to invest.
A brief note sent to investors whenever there’s an important update on their VCT.
This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. If this is you, you’re welcome to come in and have a look around. If you’re a private investor, this part of the site is definitely not for you. Please make your way to the investor section instead. Thank you. Please don’t skip this next bit. It’s a summary of some of the risks you should know about. Read it before you head to our website:
Be aware that our products are considered high risk, so you should read the risks associated with each product before deciding whether to recommend them to a client. You’ll find the risks on the relevant product webpage. We also have a handy guide to risks here.
Nothing here should suggest a product or service is suitable for a specific investor.
You shouldn’t disclose or transmit anything on these pages unless it is clearly labelled as suitable for retail investors.
Our products and services are only available to UK residents.
All of our investments place capital at risk, and investors may get back less than they invest.
We’re an investment company. We don’t offer investment, tax or legal advice.
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