Open EIS and SEIS Funds

DOWNLOAD INFORMATION MEMORANDUM

I confirm that I am a


* Indicates required fields.

I declare that I opt to be treated as an elected professional client, and at least two of the following criteria are satisfied:
(a) the client has carried out transactions, in significant size, on the relevant market at an average frequency of 10 per quarter over the previous four quarters;
(b) the size of the client's financial instrument portfolio, defined as including cash deposits and financial instruments, exceeds EUR 500,000;
(c) the client works or has worked in the financial sector for at least one year in a professional position, which requires knowledge of the transactions or services envisaged;
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.
I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable securities.
I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-readily realisable securities. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
 I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
(a) the property which is my primary residence or any money raised through a loan secured on that property;
(b) any rights of mine under a qualifying contract of insurance; or
(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependents are), or may be, entitled.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.
I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.
I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means:
(i) I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments;
(ii) the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.
I am a self-certified sophisticated investor because at least one of the following applies:
(a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to today’s date;
(b) I have made more than one investment in an unlisted company in the two years prior to the date below;
(c) I am working, or have worked in the two years prior to today’s date, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
(d) I am currently, or have been in the two years prior to today’s date, a director of a company with an annual turnover of at least £1 million.
I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.
I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable securities.

IMPORTANT INFORMATION FOR PRIVATE INVESTORS
Our investments place your capital at risk. We do not provide investment, tax or legal advice and we recommend you seek professional advice if you are considering investing with us. You may lose part or all of the amount you invest with us. We invest in unquoted shares in small companies. The value of these shares can be volatile, and the shares are often difficult to sell. The tax reliefs associated with our investments depend on the individual circumstance.

Thank you,

Your request for Information Memorandum has been processed. Please check your email. If you do not shortly receive an email with the IM attached, please check your spam folder.

Thank you,

Your request for Information Memorandum has been processed.


* Indicates required fields.

IMPORTANT INFORMATION FOR PRIVATE INVESTORS
Our investments place your capital at risk. We do not provide investment, tax or legal advice and we recommend you seek professional advice if you are considering investing with us. You may lose part or all of the amount you invest with us. We invest in unquoted shares in small companies. The value of these shares can be volatile, and the shares are often difficult to sell. The tax reliefs associated with our investments depend on the individual circumstance.

Thank you,

Your request for Information Memorandum has been processed. Please check your email. If you do not shortly receive an email with the IM attached, please check your spam folder.

Thank you,

Your request for Information Memorandum has been processed.

 

Mercia Growth Funds are open to new investment.

Important notice: if you have not read and accepted the terms and conditions of this website, you must do so before reading further. To review the terms and conditions, please click here.

 

Please leave your details below to be sent an Investors Pack for the Mercia Growth Funds.

Thank you for submitting

Error occured while submitting.

 

Mercia Growth Funds

Our Mercia Growth Funds are tax-efficient technology funds, optimised to source, support and scale UK growth enterprise across our four key sectors.  The Fund aims to provide investors with access to a portfolio of high-growth opportunities in technology-driven businesses.  We then combine this with a risk-managed investment strategy and attractive tax advantages.

The Mercia Growth Funds target businesses with proven commercial traction, moderate capital requirements and competent, experienced management teams.

To find out more about some of the existing companies within the portfolio, please click here.

For full fund documentation, please leave your details in the enquiry form above to receive a PDF version of the latest IM.  Please make sure that you enter your details correctly, as the IM will be emailed directly to you.

For further information or to discuss the Fund, please call our head office in Henley-in-Arden on +44(0) 330 223 1430 and ask to speak with a member of our Investor Relations team.

For further information about the types, benefits and risks of Enterprise Investment Schemes (EIS), please see our article: EIS Schemes: what you need to know or for Seed EIS (SEIS), please see our article Seed EIS (SEIS) scheme: what you need to know.

 

Important information

 

Issued by Mercia Fund Management Ltd (“MFM”), Forward House, 17 High Street, Henley-in-Arden, B95 5AA. Authorised and regulated for the conduct of designated investment business in the UK by the Financial Conduct Authority. Applications for Mercia Growth Fund 5 may be made only on the basis of using the application form contained in the Information Memorandum, copies of which will be available from Mercia Fund Management. No reliance is to be placed on the information contained in this summary document in making any such application. This material is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. This document is not an offer or invitation to apply for the University Growth Fund nor does it solicit any such offer or invitation.

Mercia News