Terms of Use
< I accept this site's Terms of Use >
Please take a few moments to read through the Terms of Use and Privacy policies below which relate to this website. This page contains important information which relates to the risks associated with the products that we offer.
If you have read and understood the information on this page and accept its contents, please click the above link which will redirect you to your requested page.
Please not that these Terms of Use are for individual investors. If you are a professional financial adviser, you should review the Terms on our site for Financial Advisers.
The investments referred to on this website may not be suitable for all investors. Octopus does not provide and nothing on this website should be construed as investment or tax advice. Potential investors are recommended to seek specialist independent tax and financial advice before investing. It is not intended that anything stated in this website should be construed as an offer or invitation to treat or inducement for you to engage in any investment activity. The information on this website relating to funds managed by Octopus is directed at United Kingdom residents only and funds referred to on this website will not be offered to non-residents.
The past performance of VCTs is no guide to future performance. The value of an investment in a VCT and the income derived from it may go down as well as up and an investor may not get back the full amount invested. The share price of a VCT may not reflect its net asset value. There is only a limited secondary market for shares in VCTs which may render such shares difficult to sell as they may not be readily marketable. VCTs invest in unquoted and AIM-quoted companies which are therefore smaller and carry a higher level of risk than shares which are listed on the main market of the London Stock Exchange. The shares of VCT investee companies may not be readily marketable. Before making an investment, ensure that you have read and understood the risk warnings set out in the VCT prospectus. An investment in a VCT should be regarded as a long-term investment.
Investors must retain their VCT shares for five years to retain the up-front income tax relief. The tax rules and regulations governing VCTs are subject to change. The tax reliefs available to certain investors in VCTs are dependent on individual circumstances as well as the VCT maintaining HM Revenue & Customs approval. If this approval is withdrawn, a VCT will lose its status and all tax reliefs are likely to be cancelled.
Please remember that past performance is no guide to future performance and may not be repeated. The value of shares and the income derived from them may go down as well as up and you may not get back the amount originally invested. Investments in unquoted and AIM-quoted companies tend to carry a higher risk than investments in most securities listed on the main market of the London Stock Exchange and may be more difficult to sell. The inheritance tax relief applies to holdings in qualifying unquoted and AIM-quoted companies if they have been held for more than two years at the time of death and is based on current tax rules and regulations. Money that is withdrawn from qualifying holdings, or that has not been invested in qualifying unquoted or AIM-quoted companies for at least two years, will not generally be exempt from UK inheritance tax. We will invest in companies that we reasonably believe to be qualifying investments based on our understanding of HMRC's current interpretation of the rules and regulations, but we can not guarantee this, nor can we guarantee that any changes in legislation will not have a retrospective effect. Please remember that tax rules and regulations are subject to change. The level of income from the Octopus Secure ITS is not guaranteed.
Please remember that past performance is no guide to future performance. The value of an investment in the Octopus Protected EIS may go down as well as up and an investor may not get back the full amount invested. Investments into the Octopus Protected EIS must be retained for a minimum of three years in order to retain the upfront income tax relief. Investments made by the Octopus Protected EIS, because they are in unquoted companies, are likely to be higher risk than securities listed on the main market of the London Stock Exchange. Investments in shares in unquoted companies are not readily marketable and the timing of any share sales and other such realisation cannot be predicted or controlled. A partial withdrawal of an investment in an approved EIS fund is not permitted. Tax rules and regulations are subject to change. Readers of this website who intend to invest in the Octopus Protected EIS are reminded that such an investment may only be made on the basis of the information and other risk factors contained in the product brochure. Octopus will make investments which we reasonably believe to be qualifying investments at the time of acquisition (but please be aware that we give no commitment that any such investment will remain a qualifying investment at all times thereafter). Companies in which we invest may cease to qualify. In this case, the in relief available on that particular investment will be lost. The approval by the Board of the Inland Revenue is relevant only for the purpose of attracting certain tax advantages provided by section 311, Income and Corporation Taxes Act 1988. Such approval covers only certain administrative matters and in no way bears on the commercial viability of the investments to be made; neither does it guarantee the availability, amount or timing of relief from income tax or capital gains tax.
Please remember that past performance is no guide to future performance and may not be repeated. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Please remember that the value of an investment in the CF Octopus Opportunities Fund can go down as well and an investor may not get back the full amount invested. Investment in smaller companies (including companies quoted on AIM) can be higher risk than investment in larger, more established companies and as a result, the performance of the fund may be more volatile. The investments made by the fund may not always be readily realisable and their marketability may be restricted. As the fund will invest in a comparatively small number of companies, it may be more volatile than funds that are more diversified. The full prospectus is available on request. The authorized corporate director of the CF Octopus Opportunities Fund is Capita Financial Managers Limited.
'Octopus Investments', 'Octopus Private Equity' and 'Octopus' are trading names of Octopus Investments Limited. Octopus Investments Limited ("Octopus") owns and manages this website. This website is provided for marketing purposes only. As such, although reasonable care has been taken to ensure that the contents of this website is not misleading, nothing in this website should be taken as being a statement of fact, nor be relied on in any way. Any facts or figures stated in this website may not be correct at the time of your reading. The copyright in the contents of this website belongs to Octopus and unauthorised copying is strictly prohibited.
The contents of this website have been issued and approved for the purposes of section 21 of the Financial Services and Markets Act 2000 by Octopus Investments Limited, which is authorised and regulated in the UK by the Financial Services Authority with a Firm Reference Number of 194779. Details of our registration can be checked on the FSA's website at www.fsa.gov.uk. The address of the FSA is 25 The North Colonnade, Canary Wharf, London E14 5HS. Registered office: 8 Angel Court London EC2R 7HP. Registered in England & Wales under No. 3942880.
Any information you provide to us will be used to administer your request for information from us. Occasionally, we may also use your details to inform you of other features, services and products offered by Octopus which we think you may be interested in and we may contact you by post, fax, email or telephone unless you have requested us not to. We will keep your personal information confidential except to the extent that we are compelled to disclose it by law or to comply with an instruction of a regulatory body of competent jurisdiction. To comply with the requirements of the Data Protection Act 1998, we adhere to strict security procedures and have taken all appropriate measures to ensure that no unauthorised disclosures of your details are made to a third party without your permission and unauthorised access to it is prevented.