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Investment Criteria 

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Longbow is restricted under the scope of its FCA authorisation to dealing with professional investors who can be classified as Elective Professional Clients (EPC) and other FCA authorised counter parties.

 

An organisation regulated and authorised by the FCA may classify a client as an EPC if it has taken reasonable care to determine that the client has sufficient experience and understanding to be classified as an EPC.

 

Longbow offers investors the ability to either:

 

  • Invest through a Portfolio account, where the investor can opt to provide Longbow with authority and discretion over their investment. Under the investment agreement of the Longbow Portfolio Service, which is subject to a minimum commitment of £25,000

  • Directly co-invest and hold securities purchased in the investors’ own name, on a non-discretionary basis. There is no minimum or maximum investment other than under the limitations of the amount of investment a qualifying company will accept

 

Longbow can also offer the flexibility for investors to hold some investments directly and others through the Longbow Portfolio Service.

 

All investors are subject to anti money laundering checks, required under law when making investment in private companies.

 

Longbow can offer investors the opportunity to invest directly into any one or more of the companies which it selects for investment. Longbow strongly advocates that an individual investor spreads the risk of unquoted and illiquid investments through developing a portfolio of investments in different companies.

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Offer

 

The Longbow Portfolio Service (LPS) provides high net worth private investors (HNWIs) with a portfolio of unquoted investments that can offer valuable tax reliefs. These companies are carefully monitored and supported to drive proprietary returns at the point of exit. Longbow is experienced in working with such companies as they seek to achieve substantial growth. We understand the risks of Investment within this sector. By holding a range of investments in a portfolio, the stock-specific risk is significantly reduced. LPS will normally invest subscriptions within one year of receipt of funds.

 

Tax reliefs are received through investment in Qualifying Companies under the Enterprise Investment Scheme (EIS), with Business Property Relief (BPR) for Inheritance Tax Purposes (IHT); or, alternatively through investment via a Self-Invested Pension Plan (SIPP). These reliefs reduce tax liabilities mitigating risk by reducing cost and enhancing potential returns.

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Subscriptions to LPS received before 31 March in one tax year will be eligible for investment across up to three different tax years, according to the preference of the investor and subject to the availability of Investments selected by Longbow.

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Features

 

  • Value Growth: focus on generating exceptional capital returns

  • Tax Efficiency: reduce income tax and defer CGT under EIS, exempt from IHT and BPR, achieve tax free capital gains either under EIS or within a SIPP

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