Kuber Ventures

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Kuber is based on the same principle as traditional fund platforms: it gives you access to a range of schemes in one place using one application form. The main difference between Kuber and traditional fund platforms is that they don’t offer traditional funds; they offer access to Enterprise Investment Schemes (EIS) and Seed EIS (SEIS) and to opportunities that qualify for Business Property Relief (BPR).

By using Kuber for EIS, SEIS and BPR investments your clients benefit from:

  • Access to a wide range of EIS/SEIS/BPR portfolios
  • Diversification of your clients investments over a number of EIS, SEIS and BPR managers and portfolios, which helps to control risk
  • Simplicity – one application form and one payment
  • Online valuations – giving you a clear view of all your client’s EIS, SEIS and BPR investments
  • Competitive pricing – Kuber negotiates with investment managers to control the costs of investing and provide what they believe to be value for money
  • Ease of monitoring – you are able to track an extensive EIS, SEIS and BPR investment portfolio through one platform

Investing with Kuber:

Your clients can contribute to the scheme either via a single lump sum or by regular contributions:

  • The minimum monthly contribution is £500 for each EIS portfolio
  • The minimum single contribution is £20,000, with a minimum investment of £5,000 per EIS portfolio allocation
  • Clients can change their contributions at any time (including stopping and starting them entirely) without any additional charges
  • For those only interested in BPR the minimum investment is £50,000 (£10,000 per portfolio)

Kuber documents

Kuber provides a range of documentation covering additional information.

 

 

Contact

For more information please contact Kate Hopkin of Kuber on 020 7952 6690 quoting the reference ‘Abbey Tax’.