IMPORTANT INFORMATION FOR FINANCIAL ADVISERS

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Growth EIS

Investing in small companies with big ideas

BENEFIT FROM

High potential

Early growth

Backing progress

Growth expertise

VC experience

Tech-enabled solutions

CGT relief

Loss relief

Impressive deal flow

THE OXFORD CAPITAL GROWTH EIS

The Growth EIS aims to back ambitious entrepreneurs who are building companies in sectors where the UK leads the world. Ecommerce, fintech, mobility, digital health and artificial intelligence are all current areas of interest.

Portfolios are managed by our investment team, who have more than 50 years of Venture Capital experience.

Before your client decides to invest, please view the Key Information Document and download our Information Memorandum

Your clients' subscription will be invested into unquoted companies in a series of separate transactions, usually over a period of 12-18 months.

They will typically acquire shares in 8-12 companies.

Please read the tax reliefs and risks information below before downloading an Information Memorandum.

£25,000 minimum subscription.

The Oxford Capital Growth EIS is classified by the European Union as a ‘Packaged Retail and Insurance-based Investment Product’ or ‘PRIIP’. As such, we are required to produce a Key Information Document (KID), which explains certain aspects of the investment. KIDs are written in a format prescribed by the PRIIPs Regulation, to make it easier for you to compare the Oxford Capital Growth EIS with the KIDs produced for other PRIIPs.

You can view the KID here.

Income Tax relief equal to 30% of the amount invested into qualifying shares.

No Capital Gains Tax to pay on exit, provided your client has held the shares held for at least three years.

Your client can defer Capital gains from other assets using their EIS investment, and their CGT liability could be eliminated if they hold the EIS on death.

100% Inheritance Tax relief, provided your client owns the shares for at least two years and still owns them on death.

Investing in small companies carries significant risks, and your client should not invest in the Growth EIS unless they can afford to lose some or all of their investment.

Shares in unquoted companies are illiquid. This means your client cannot withdraw their investment. Your client will only receive proceeds if the underlying companies are successfully sold. Not all companies will be sold for a profit.

Tax advantages are summarised based on current legislation, depend on your clients' personal circumstances and are subject to change.

Investment should only be made once your clients have read the full Information Memorandum, particularly the sections which cover risks and charges.

OUR INVESTMENT STRATEGY

When you’re investing in an early stage business, you want to make sure the quality of its management and the industry it’s in give it the greatest chance of success. The Oxford Capital team invest in sectors where the UK is a World leader, like Financial technologies, Future of retail, Mobility, Digital health, Online marketplaces, Artificial intelligence and Machine learning.

We back companies that we believe have the potential to grow rapidly and become very valuable. And often we are backing serial entrepreneurs – people who have already shown that they understand what it takes to build and sell a successful company.

LEARN MORE ABOUT OUR STRATEGY

GROWTH EIS - INDEPENDENTLY REVIEWED

Our tax-efficient products are reviewed by Tax Efficient Review, Allenbridge and MICAP to provide expert, independent due diligence

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An Introduction from Tom Attwooll,
Senior Manager

Document Download

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Our Investment Team

Our Venture Capital investments are sourced, executed and managed
by our investment team, who have more than 50 years of combined experience.

David MottFounder Partner

Richard RobertsDirector, Investor Relations

Robin LincolnPortfolio Director

Thomas AttwoollSenior Manager, Investor Relations

Rachel CollierManager, Portfolio Management

Hala GeorgyPortfolio Analyst

CLARISSA MCKAYMANAGER, PRIVATE CLIENTS & INVESTOR RELATIONS

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