Investment Illustrations – For Financial Advisors, if you have any questions. please contact our Investor Relations team at bscfunds@yfmep.com or call us on 0113 208 2646
Illustrations
Investment Illustrations
Investment Allocation
BSC
60%
/
BSC2
40%
Gross Investment
£
Adviser Fee
3.00
%
VCT investments are high-risk and place your capital at risk. The tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Illustration for Client Name
Please see below an illustration of a £50,000
subscription into the BSC VCTs.
subscription into the BSC VCTs.
| BSC | BSC2 | Total | |
|---|---|---|---|
| Gross investment |
|||
| Adviser Fee at |
|||
| Initial Application Fee at |
|||
| Early Bird Discount | |||
| Net Investment Amount |
|||
| Tax relief for a UK income tax payer |
The illustration has been prepared for an investment professional as defined in Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order. This content is not suitable for retail clients. The information provided is for informational purposes only and should not be construed as investment, taxation, or other advice. It should not be relied upon for making any investment decisions. No representation, warranty, or guarantee is given as to the accuracy or completeness of the information contained herein. Any illustrations are for illustrative purposes only and are based on information included in the prospectus and on the information you have provided. There is no guarantee that returns will be achieved. Investment returns may go down as well as up and an investor may not get back the full amount invested. Tax reliefs depend on an investor’s circumstances and may change in the future. Tax reliefs depend on BSC VCTs maintaining their qualifying status. Before making any investment and to understand all associated fees and risks, please refer to the prospectus. We will use your information in accordance with our Privacy Notice and may contact you regarding this enquiry.
ACCESS TO INVESTMENT ILLUSTRATIONS - FOR FINANCIAL ADVISORS
By proceeding, you confirm that you are an investment professional as defined in Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order. The content on this website is not suitable for retail clients. The information provided is for informational purposes only and should not be construed as investment, taxation, or other advice. It should not be relied upon for making any investment decisions. No representation, warranty, or guarantee is given as to the accuracy or completeness of the information contained herein. Any illustrations are for illustrative purposes only and are based on information included in the prospectus and on the information that you provided. There is no guarantee that returns will be achieved. Investment returns may go down as well as up and an investor may not get back the full amount invested. Tax reliefs depend on an investor's circumstances and may change in the future. Tax reliefs depend on the BSC VCTs maintaining their qualifying status. Before making any investment and to understand all associated fees and risks, please refer to the prospectus. We will use your information in accordance with our Privacy Notice and may contact you regarding this enquiry.
Illustration for
- Investment in British Smaller Companies VCTs
Please see below an illustration of a £ subscription into the BSC VCTs.
| BSC £ |
BSC2 £ |
Total £ |
|
|---|---|---|---|
| Gross investment (£) | |||
| Adviser Fee at % (£) | |||
| Initial Application Fee at % (£) | |||
| Early Bird Discount at 0.125% (£) | |||
| Net Investment Amount (£) | |||
| Tax relief for a UK income tax payer (£) | |||
BSC: British Smaller Companies VCT plc
BSC2: British Smaller Companies VCT2 plc
BSC2: British Smaller Companies VCT2 plc
Any illustrations are for illustrative purposes only and are based on information included in the prospectus and on the information you have provided. There is no guarantee that returns will be achieved. Investment returns may go down as well as up and an investor may not get back the full amount invested. Tax reliefs depend on an investor's circumstances and may change in the future. Tax reliefs depend on the BSC VCTs maintaining their qualifying status.
YFM Private Equity Limited is registered in England and Wales, Co No: 2174994. Registered Office: 4th Floor, 2 Bond Court, Leeds LS1 2JZ.
Authorised and regulated by the Financial Conduct Authority, FRN: 122120.
YFM Private Equity Limited is ultimately owned by YFM Equity Partners LLP
Authorised and regulated by the Financial Conduct Authority, FRN: 122120.
YFM Private Equity Limited is ultimately owned by YFM Equity Partners LLP