Other Adviser Services – MICAP - MI Capital Research

The following has been printed solely for on 21 December 2024, and should not be relied upon by any other party Try MICAP for free Login No notifications Welcome back Research Tools Overview Investment Listing Filter Compare Build Portfolios Save your Research Your Activity Log Activity Log FAQ MICAP Reviews Review Process MICAP Impact Scores Other Adviser Services Overview Panel Support Services Client Reporting Digital Application Forms Market Information Overview EIS/SEIS Market Snapshot VCT Market Snapshot Enterprise Investment Scheme (EIS) Seed Enterprise Investment Scheme (SEIS) Venture Capital Trusts (VCTs) Tax Treatment (EIS, SEIS, VCT) Business Relief (BR) Key Risks
Other Adviser Services OTHER ADVISER SERVICES Overview Panel Support Services Client Reporting Digital Application Forms MICAP can help you at all stages along the advice process. Pre-investment: MICAP’s Panel Support Services have been designed to help adviser firms of all sizes define and implement a panel of tax-advantaged investments based on the latest data. Investment: MICAP’s Investment Facilitation Service allows advisers to quickly and easily transact across the EIS and SEIS market without the need to log into multiple investment portals and start each application from scratch. Post-investment: MICAP’s Client Reporting Service collates the latest valuations on your clients’ tax-advantaged investments into a white-labelled client-facing pdf report – with integrations with all major back-office systems in place or underway. Register to find out more
The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager. Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.

MICAP can help you at all stages along the advice process.

Pre-investment:

MICAP’s Panel Support Services have been designed to help adviser firms of all sizes define and implement a panel of tax-advantaged investments based on the latest data.

Investment:

MICAP’s Investment Facilitation Service allows advisers to quickly and easily transact across the EIS and SEIS market without the need to log into multiple investment portals and start each application from scratch.

Post-investment:

MICAP’s Client Reporting Service collates the latest valuations on your clients’ tax-advantaged investments into a white-labelled client-facing pdf report – with integrations with all major back-office systems in place or underway.

The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager.

Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.