IW Capital EIS Portfolio Service

IW Capital EIS Portfolio Service


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Risk Warning

IW Capital Limited (IWC) is an appointed representative of Bramdean Asset Management LLP, which is authorised and regulated by the Financial Conduct Authority (FCA) 410624. The firm specialises in the Enterprise Investment Scheme (‘EIS’). For an investment to qualify for the potential tax reliefs under the EIS an investment must be held by an investor for a minimum of three years. Often, EIS companies take longer than three years to exit and produce a return to investors, perhaps five years or more. You should not, therefore, invest funds which you might rely on during that period. In addition, EIS investments are categorised as high risk and you should be aware that you might not get back all or any of the amount invested. EIS investments involve a high degree of risk and prospective investors should consider carefully whether an investment in any investee company is suitable for them in the light of their personal circumstances, the financial resources available to them and after receiving appropriate professional advice. Amongst other risks, the investments may not fall within the compensation scheme operated by the FCA and the Financial Ombudsman Service, so you must be aware that you may have no recourse should the investment fail. IWC cannot guarantee that investments will maintain EIS status. Whilst IWC intends to ensure that the investments will be conducted to maintain the Company’s EIS qualifying status, this is the responsibility of the directors of the investee companies so as to maintain any investee company's EIS qualifying status could be withdrawn and the relief lost. Tax treatment depends on your individual circumstances and may be subject to change in the future, therefore you should not rely on this information without seeking advice from a qualified tax adviser.