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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
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?