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Product Documentation

Product Documentation

The following documents can be downloaded by clicking on the links:

Growth Capital VCT

Our Target Market for this service

Key Information Document

EIS Portfolio Fund

Key Information Document (where financial advice has been given)

Key Information Document (where no financial advice has been given)

EIS Portfolio Fund Brochure

Information Memorandum

Our Terms and Conditions

Our Custodian’s Terms of Business

Application Form for Individuals

AIM EIS Fund

Key Information Document (where financial advice has been given)

Key Information Document (where no financial advice has been given)

AIM EIS Fund Brochure

Information Memorandum

Our Terms and Conditions

Our Custodian’s Terms of Business

Application Form for Individuals, for e-complete form please click here.

Seneca IHT Service

Our Target Market for this service

Key Information Document (where financial advice has been given)

Key Information Document (where no financial advice has been given)

“Growth Story” Brochure

“Income Story” Brochure

Information Memorandum

Our Terms and Conditions

Our Custodian’s Terms of Business

Application Form for Individuals

Joint Investor Application Form

Application Form for Representatives (under a Power of Attorney)

Application Form for Trustees

 

For some of our products, we can accept applications directly from high net worth individuals although we do recommend that you should seek financial advice before making any investment. If you are a high net worth individual and you wish to invest directly into one of our products, please download and complete the following High Net Worth Individual Statement. It should be included with your application form.

High Net Worth Individual Statement