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The Sustainable Wealth Group (SWG) EIS Investor Guide is your essential resource for investing in high-growth startups while taking full advantage of the UK Government’s Enterprise Investment Scheme (EIS) tax incentives.

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As set out by by the Financial Conduct Authority ("FCA") under the Financial Services and Markets Act 2000 (FSMA). Individuals who are able to self-certify as either High Net Worth Individuals or Sophisticated Investors are able to receive non-mainstream pooled investment opportunities and make investments through their own decisions.


HNWI Definition: Either A) an annual income of at least £100,000 OR B)Net assets of £250,000 or more. Net assets do NOT include: your home (primary residence).

Sophisticated Investor Definition: A) Made more than one investment in an unlisted company in the previous two years OR B) Director of a company with a turnover over £1 million


You must accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

You must be aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

 

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