SYMVAN TAX-EFFICIENT FUNDS
INDEPENDENT RESEARCH REPORTS
The information on this website is issued by Symvan Capital Limited which is authorised and regulated by the Financial Conduct Authority. The information and offers on this website may not be suitable for all investors and we therefore need to ensure that you are sufficiently aware of the risks and are of a suitable category as defined by the Financial Services and Markets Act 2000 to review and invest in any of the potential offers or funds. The information given on this website is not to be construed as advice relating to legal, taxation or investment matters and prospective investors are strongly recommended to seek their own personal investment or taxation advice from either their Stockbroker, Bank Manager, Solicitor, Accountant, Independent Financial Adviser or other professional adviser, who should be authorised under the Financial Services and Markets Act 2000.
Retail Clients (as defined in the rules of the Financial Conduct Authority) should seek the assistance of a Financial Adviser. Symvan Capital Limited will be treating you as a ‘sophisticated’ customer who is experienced in unquoted investments, understands the risks involved and can afford to lose all the money that you invest. We will need you to accept these terms and conditions in order to learn more about the information set out in this website, whether you invest or not.
The information set out in this website does not constitute or form part of any offer to issue or sell, or any solicitation of an offer to subscribe or purchase any investment, nor shall it or the fact of its distribution form the basis of, or be relied on in connection with any contract.
No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained on this website by Symvan Capital Limited or any of its officers, employees or associates and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions. As such, no reliance may be placed for any purpose on the information and opinions set out on this website.
Past performance is no guarantee of future performance. The value of shares in any investee companies may go down as well as up and Investors may not get back the full amount invested. Investors should not consider investing unless they can afford a total loss of their investment. Investments in unquoted shares carry higher risks than investments in quoted shares and involve a degree of risk as well as the opportunity of reward.
Investee companies may often be relatively small and highly dependent on the skills of a small group of key executives. Investments may often be especially vulnerable to changes in technology, government actions, changes in statute and competitive pressures. In particular, there may be changes to the SEIS/EIS legislation which may affect Investor’s tax positions.
The tax reliefs referred to on this website are those currently applying or expected to apply. However, Investors should be aware that tax reliefs can change. Their applicability and value will depend upon the individual circumstances of a given Investor, and Investors should seek their own independent professional advice on their particular tax situation and the application of such tax reliefs prior to making any investment. Whilst many of the investments set out on this website may qualify for SEIS/EIS and other tax advantageous breaks, there is no guarantee that SEIS/EIS status or other tax efficient status can be maintained throughout the life of the investment. Both investee companies and Investors need to comply with the requirements of the SEIS/EIS legislation in order to maintain SEIS/EIS Relief and non-compliance may result in the loss or partial claw-back of SEIS/EIS Relief and potential interest penalties.
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