If you have a financial adviser, they should always be your first point of contact. But if you would like to speak to our Investor Services team, you are always welcome to get in touch. Please note that we can’t provide any financial advice.
If you have invested with us directly, rather than through an adviser, and would like to speak to someone about your investment please ask for a member of our Private Client team.
You can call us on 01865 860760 or email [email protected].
If you’d like to write to us, our address is Oxford Capital, 201 Cumnor Hill, Oxford, OX2 9PJ.
You can change your contact details through our Investor Centre. Please log by clicking here, or by using the Log In button in the menu bar. Once you’ve logged in, click the icon of a person on the right hand side to change your personal details.
If you prefer, you can send written confirmation of any changes by email or by post.
You can find information about your investment at any time by using our online Investor Centre. To log in please click here, or use the Log In button in the menu bar.
You will find your latest valuation and cash statements as well as contract notes, EIS3 copies and any general correspondence.
You can also find further information on the companies you have invested in by clicking on the ‘Fund Report’ under ‘Statements & Valuations’. If you are looking for particular document, you can use the search bar to find it.
We update our valuations of your investment every six months. You can view the latest valuations on our Investor Centre. You will find your most recent valuation statement under ‘Statements & Valuations’.
THE INVESTOR CENTRE
To log in please click here, or use the Log In button in the menu bar.
Once you have logged you will see the following sections: ‘General Correspondence’, ‘EIS3 (Original)’ or ‘EIS3 (Copy)’, ‘Statements and Valuations’, ‘Contract Notes’ and ‘Other Useful Documents’.
Each section holds various documents relating to your investment. The number in brackets is the amount of documents you have in that section. If you are unable to find what you are looking by browsing, you can use the search bar on the right to look for keywords.
The funds you have invested in are listed on the left. If you have invested in more than one fund you can ‘select’ or ‘unselect’ if you want to filter your search. Or alternatively click on the ticked box next to the fund name to reduce the search.
Your username will be the email address you provided on your investment application form.
If you have forgotten your password please go the login screen and click on the forgotten password link below the log in details. You will then be asked for your email address and post code. Please note, your post code must be written in capitals and include a space – for example, OX2 9PJ. You will be sent an email prompting you to follow a link to create your new password.
Copies of any EIS3s that have already been issued and posted to you can be viewed by logging on to the Investor Centre.
If you cannot see your EIS3s under the EIS3 section please refer to your welcome letter for estimated timings.
We can’t provide any advice about your tax return. However, the guidance notes attached to each EIS3 certificate provide some useful information about claiming reliefs.
If you wish to make a claim for reliefs outside of your tax return (for example, if you are claiming reliefs against a previous tax year) this guide shows you how to fill out your claim form.
If you have further questions about claiming EIS tax reliefs, please speak to your financial adviser or accountant.