Information Memorandum - Foresight Group
Information Memorandum - Foresight Group
Information Memorandum - Foresight Group
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APPLICATION FORM<br />
PRIVATE INVESTORS<br />
Before completing this Application Form you should read the Acknowledgements and Representations overleaf, and by completing<br />
this Application Form you are entering into the Acknowledgements and Representations in favour of <strong>Foresight</strong> and the Receiving<br />
Agent. Once completed in full, please attach your cheque made payable to ‘The City Partnership - <strong>Foresight</strong> SE3’ and send by post to<br />
The City Partnership (UK) Limited, Thistle House, 21 Thistle Street, Edinburgh EH2 1DF .<br />
Cheques: make payable to ‘The City Partnership - <strong>Foresight</strong> SE3’<br />
Bank Transfers: Sort code: 80-22-60 A/c no: 11256562 Bank: Bank of Scotland SWIFT: BOFSGB25 IBAN: GB09 BOFS 8022 6011 2565 62<br />
<strong>Foresight</strong> will decide, in its absolute discretion, to accept or reject the application and will notify you of its decision. No Application Form<br />
will be accepted by <strong>Foresight</strong> until it has received the relevant Adviser certificate or is satisfied with all applicable legal and regulatory<br />
requirements and it has issued a written confirmation of acceptance.<br />
IF YOU DO NOT RECEIVE AN ACKNOWLEDGEMENT OF YOUR APPLICATION WITHIN TEN DAYS OF<br />
SENDING IT TO THE CITY PARTNERSHIP, PLEASE CONTACT FORESIGHT ON 01732 471812.<br />
BOX 1 PLEASE COMPLETE THE FOLLOWING<br />
Title: Forename(s): Surname:<br />
Date of Birth: Nationality:<br />
NI No (mandatory): Town & Country of Birth:<br />
Permanent Residential Address:<br />
Post Code:<br />
Daytime Phone: Email:<br />
Tax Ref No: Tax District:<br />
Length of occupation at the address above: If 3 years or less then please provide your previous address:<br />
Post Code:<br />
BOX 2 AUTHORISED INTERMEDIARY REMUNERATION (YOU MUST ELECT ONE OF THE TWO OPTIONS)<br />
Either: Details of agreed adviser charges to be facilitated<br />
Amount of upfront charges: Amount of ongoing charges:<br />
Fixed Amount £ Fixed Amount £<br />
Percentage % Percentage %<br />
Note: Any sums used to facilitate Adviser Charges are deducted before funds are invested in EIS Companies and therefore do not<br />
qualify for EIS Relief while the Manager’s Fundraising Charges are deducted after investment and thus may qualify for EIS Relief.<br />
For further details on charges, please refer to page 8 of this document. If you request us to facilitate charges on a percentage basis<br />
any charges, initial or ongoing, will be calculated as a percentage of the funds you invest in the <strong>Foresight</strong> Solar EIS Fund 3.<br />
BOX 3 INVEST IN THE FORESIGHT SOLAR EIS FUND 3<br />
I hereby apply to invest £ (In figures) in the <strong>Foresight</strong> Solar EIS Fund 3<br />
I do not wish to seek EIS Relief If you do not tick this box, we will assume that you wish to seek EIS Relief<br />
Signature: Date:<br />
Any ongoing charges will<br />
apply for the duration of your<br />
investment unless you specify<br />
a defined period below<br />
Or: My intermediary is entitled to commission payable by <strong>Foresight</strong> as detailed in the <strong>Information</strong> <strong>Memorandum</strong><br />
Yrs<br />
FORESIGHT SOLAR EIS FUND 3<br />
39