Octopus Ventures EIS Service
Powering pioneers
Octopus Ventures EIS Service
Powering pioneers
Octopus Ventures EIS Service gives investors the opportunity to access pioneering businesses with high growth potential. Investors hold a portfolio of ten to fifteen early-stage companies selected by one of Europe’s largest venture capital firms.
Octopus Ventures has previously backed some of the UK’s most successful entrepreneurs, making early investments in companies like Zoopla Property Group, Secret Escapes, Tails.com and graze.
Reasons to invest
High growth opportunity
We look for companies that could be the next big thing in their sector. We have a track record of identifying and supporting companies from the start of their journey to household name status.
One of Europe’s largest venture capital teams
Established experts in early-stage company investments select investors’ portfolios. Our team has access to quality opportunities and the experience to develop chosen businesses.
Tax reliefs
There’s a package of valuable tax reliefs as an incentive for taking on high risk. These reliefs include upfront income tax relief, tax-free capital gains, loss relief, capital gains tax deferral, and inheritance tax relief. Read the product brochure for more details on tax reliefs.
We’re aligned with investors
We only take our annual management charge when we sell companies for more than we originally invested. So we are incentivised to only invest in those companies we think can succeed.
Risks to bear in mind
Capital at risk
The value of an investment can fall as well as rise. Investors could end up getting back less than they put in.
Volatility
Shares in EIS-qualifying companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange.
Liquidity
We will be investing into shares in unlisted early stage companies. These shares will be harder to sell than established listed companies. Investors should expect to hold shares for between five and ten years, and possibly longer.
Tax treatment and qualification
Tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies maintaining their EIS-qualifying status.
Who can benefit?
Read our EIS planning scenario to see the type of investor who could benefit from the Octopus Ventures EIS Service.
Clients looking for high growth investment opportunities
Success stories in the making
To give an idea of the sort of companies investors can expect us to back, here are some of our investments in revolutionary businesses, who are already changing the way we shop, live and work.
Fees & charges
| Applying through an adviser | |
|---|---|
| Octopus initial charge | 2% |
| Annual management charge (deferred and contingent) | 2%+VAT per annum |
| Dealing fee (purchase and sale of shares) | 1% |
| Performance fee | 20%+VAT |
| Initial charge to adviser | Agreed with adviser |
| Ongoing fee to adviser | Agreed with adviser up to 5 years |
Our initial fee, dealing fee and adviser charges, will reduce the amount available to invest into
EIS-qualifying companies.
| Applying through an adviser | |
|---|---|
| Octopus initial charge | 2% |
| Annual management charge (deferred and contingent) | 2%+ VAT per annum |
| Dealing fee (for the purchase and sale of shares) | 1% |
| Performance fee | 20%+ VAT |
| Initial charge to your adviser | Agreed with your adviser |
| Ongoing fee to your adviser | Agreed with your adviser up to 5 years |
| Applying directly | |
|---|---|
| Octopus initial charge | 4% |
| Annual management charge (deferred and contingent) | 2%+VAT per annum |
| Dealing fee (purchase and sale of shares) | 1% |
| Performance fee | 20%+VAT |
| Applying through an intermediary who doesn’t give advice (execution-only) | |
|---|---|
| Octopus initial charge (up to 2.5% payable to your intermediary) | 4% |
| Annual management charge (deferred and contingent) | 2%+VAT per annum |
| Dealing fee (purchase and sale of shares) | 1% |
| Performance fee | 20%+VAT |
EIS-qualifying companies.
We encourage our investors to seek financial advice when making investment decisions. We therefore
charge investors who have not taken advice a higher initial fee. If you are investing through an intermediary,
you’ll need to complete a suitability form. This can be found in our Resource centre.
How to invest
Please read the brochure and terms & conditions before beginning the application process. When you’re ready to invest create an illustration or apply online.
How to invest
The first step is to read the brochure and terms & conditions.
If you’d like to apply via your financial adviser, they can apply online on your behalf.
If you’d like to invest directly, please call +44 800 316 2295. We recommend you talk to your financial adviser prior to making an application.
We’re here to support you
If you’ve got a question about any of our products or services, please get in touch.
Contact our team
Got a question?
Call us at 0800 316 2067