Invest With Us
We like to make investing in our funds as simple and painless as possible! Please follow the steps below for either New or Existing Investors. If you're not sure which fund is most suitable for you, visit our Funds page or contact firstname.lastname@example.org who would be happy to discuss.
1/ Read the Information Memorandum
2/ Fill in the application form
If you wish to invest in the (S)EIS fund ("The Startup Fund"), please fill the form here.
If you wish to invest in the EIS fund ("The Development Fund"), please fill the form here.
3a/ If you are applying for yourself, complete the Elective Professional Client Categorisation form.
3b/ If you are applying as a financial advisor on behalf of a client, complete the Certificate of Verification of Identity (COVI).
1/ Transfer the amount you wish to invest
Please use our bank account details. The minimum investment is £15,000.
2/ Send an email to our custodian account manager:
In the email, please confirm the following.
You are an existing investor in OT(S)EIS/OTEIS.
This is a top-up investment.
Your financial circumstances haven’t changed.
You still live at the same address.