Frequently asked questions
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Knowledge-intensive EIS
Enterprise Investment Scheme (EIS)
Tax Planning
Initial FAQs
Knowledge-intensive EIS
Advisers
Investors
Venture Capital Trust (VCT)
General FAQ
Investing in a Venture Capital Trust (VCT)
Financing your business with venture capital
Financing your business with debt funding
Financing your business with private equity
Applying for funding with Mercia
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Frequently asked questions
Knowledge-intensive EIS
Enterprise Investment Scheme (EIS)
Tax Planning
Initial FAQs
Knowledge-intensive EIS
Advisers
Investors
Venture Capital Trust (VCT)
General FAQ
Investing in a Venture Capital Trust (VCT)
Financing your business with venture capital
Financing your business with debt funding
Financing your business with private equity
Applying for funding with Mercia
Knowledge-intensive EIS
Submitting an application
Can an investor hold multiple Mercia EIS investments?
Can investors choose which companies to invest in within the Mercia EIS portfolio?
When will the current tranche of the fund close?
What is the minimum and maximum investment amount for Mercia EIS and Knowledge-intensive EIS?
I am an existing client. How can I invest again in the current tranche, do I need a new application?
How can I invest in the current tranche of the EIS fund
Do I need to provide identification, such as passport or driver's license, to submit an application?
Is there an online application form?
Do you accept DocuSign applications?
How do I print the form for a wet-signature?
How does Mercia EIS communicate with investors regarding the progress and updates of their investments?
What happens one of the portfolio companies fails or goes bankrupt?
Can you provide me with my EIS3 / EIS5 tax certificates?
Can you reset my log-in details for the portal?
Can a client exit a Mercia EIS investment early?
What is the difference in tax treatment between a Knowledge-intensive EIS fund and a regular EIS fund?
How does Mercia EIS invest, and how does it differ from other EIS fund managers?
What is the track record and performance of Mercia EIS investments?
What are the fees and charges associated with investing in Mercia EIS?
Advisers
How much is my ongoing adviser fee, and when will it be paid?
When will the adviser fee be paid?
Investors
Are there any restrictions on selling or transferring Mercia EIS shares?
Does Mercia EIS offer any exit strategies for investors?
Can investors hold Mercia EIS investments within a Self-Invested Personal Pension (SIPP)?
How can I get a copy of the welcome letter for my investment?
Why can't I find my tax certificates on my account?
How can I obtain a valuation statement?
Can you provide information on the companies I have invested in?
Can you confirm the total fees remaining for my EIS investment?
How can I receive my exit payments, and can you confirm the payment amount?
Is interest paid on cash held prior to the deployment and purchase of shares?
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