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Quai

Sector:
Software & Services
Invested in:
Calculus EISs, Calculus VCT

Quai’s platform administers thousands of individual savings plans at a fraction of the cost incurred by established insurance companies and wealth managers. The Company’s compliant and efficient administration systems provide clients with the ability to drive operational efficiencies. Quai’s systems focus on the provision of two core administration services: Product Administration for mass-market consumer offerings and Portfolio Administration for private client and portfolio managers

Rationale

Quai has 11 customers live on its platform including PJMilton, Punter Southall, Digital Moneybox and Tavistock Investments. Quai is reviewing the possibility of applying for its own FCA permissions. This would expand its range of services, increase margins and reduce reliance on third parties for a key service. In addition, Quai will use the funds to build its own in-house technology team which will increase margins, improve technical quality and customer service.

Latest News

Spotlight On: Quai

As part of our ‘Spotlight On’ series, we focus on Quai Administration Services, a platform Business Process Outsourcer to the high volume personal savings industry Quai’s platform administers thousands of individual savings plans at a fraction of the cost incurred by established insurance companies and wealth managers, with the Company’s compliant and efficient administration systems … Continued

Online technology provider Quai Administration wins new contract with Punter Southall Aspire

Punter Southall Aspire appoints online technology provider Quai as administrator for its forthcoming master trust Punter Southall Aspire has selected Quai Administration Services as the out-sourced investment administrator for its forthcoming Master Trust. The firm has also made a strategic investment in Quai, as it continues its approach of taking stakes in service provider partners, … Continued

Calculus Capital invests in Quai

Private equity fund manager Calculus Capital has invested £2m – via its EIS Fund – into a digital administration services provider that is helping to deliver a low-cost revolution in the pensions, savings and investment industries. Through its proprietary technology platform, Quai provides white-label administration services for personal savings products at a fraction of the … Continued

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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