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Acknowledgements (Advised Investor)

  1. I confirm that I am 18 years of age or older, and personally possess sufficient knowledge, experience and expertise in financial and business matters (including experience with investments of a similar nature to an investment in the Fund) to be capable of evaluating the merits and risks of an investment in the Fund. I acknowledge that Calculus is not providing advice on this investment and confirm that I have taken my own independent advice (including from a financial adviser) that I deem necessary or desirable. I acknowledge further that Calculus will rely entirely on my Adviser & AML Certificate that the venture capital investments which Calculus makes in accordance with the investment policy and parameters set out in the Information Memorandum will be suitable for my particular financial circumstances and portfolio.
  2. I confirm that I have read and understood the current Information Memorandum (and in particular the section headed Key Risks) and the Investor Agreement.
  3. I confirm that, in making my application, I am relying solely on the information contained in the Information Memorandum, the Investor Agreement, the Application Pack for Investors, the Adviser & AML Certificate and my own enquiries, and not on any other information or representation in relation to the Fund.
  4. I agree and undertake, if my application is accepted, to observe, perform and be bound by the provisions of the Investor Agreement and herein.
  5. I undertake to notify Calculus immediately if there are ever relevant circumstances of which Calculus should be aware in relation to managing my Portfolio.
  6. I confirm, in relation to my investment in the Fund, that:
    • I wish to seek EIS relief;
    • I am applying on my own behalf;
    • I will notify Calculus of any investment with which I am connected within section 163 and sections 166 to 177 of the Income Tax Act 2007; and
    • I will notify Calculus if, within three years of the date of issue of shares by an EIS Qualifying Company, I become connected with that EIS Qualifying Company or receive value from it.

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited 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 the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, 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 or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT 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 will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT 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.

This site uses cookies as described in our Cookie Policy. By continuing to browse this site you are agreeing to our use of cookies.

I have read and understood this important information

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited 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 the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, 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 or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT 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 will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT 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.

This site uses cookies as described in our Cookie Policy. By continuing to browse this site you are agreeing to our use of cookies.

I have read and understood this important information