"I have been thoroughly impressed with the portfolio of investments you have created for me. As well as showing some extremely positive early successes, these investments are also well distributed and in technologies that I would not normally be able to access." - Current Investor in OT(S)EIS
OTEIS is a one year technology fund that seeks to make full use of the tax advantages offered by EIS investment schemes by investing in companies which we know well through the OT(S)EIS fund. These are high growth potential companies which have made significant progress since investment and will usually have overcome some unexpected obstacles. Therefore, the investment made by OTEIS, will be expected to be slightly lower risk than the high risk investment made by OT(S)EIS.
It remains open for investment. The Information Memorandum and Application Pack can be downloaded here:
For further information about the EIS scheme, please consult:
HMRC's website - HMRC - EIS Scheme
Our Summary - EIS Scheme Information
The OTEIS fund will invest primarily in companies in the existing OT(S)EIS portfolio as well as in select companies from the OT VCT portfolios
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