EDGE_G_4 12-59-34_Layout 1 - The Tax Shelter Report

62 Edge Performance VCT plc
APPLICATION PROCEDURE
Please send the completed Application Form, together with your cheque or banker’s draft, to The City
Partnership (UK) Limited, Thistle House, 21 Thistle Street, Edinburgh EH2 1DF.
If you have any questions concerning your application, including questions on how to complete the
Application Form, please call RAM Capital Partners LLP on 020 3006 7530.
III.5.1.3
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SECTION 1
Please insert your full name, permanent address, e-mail address, daytime telephone number, home telephone
number, date of birth and national insurance number in Section 1. Your national insurance number, which you
will find on your pay slip, is required to ensure you obtain your income tax relief. Joint applications are not
permitted but husbands and wives may apply separately.
SECTION 2
Please note that the minimum investment is £5,000. The maximum investment, on which tax reliefs on
investments in VCTs are available, is £200,000 for the tax year 2010/11. Attach your cheque or banker’s
draft to the Application Form for the total amount of your investment. Please indicate in which tax year you
would like your G Shares to be allotted.
Make cheques payable to “Edge VCT Offer Account” and crossed “A/C Payee only”. Cheques must be from
a recognised UK bank account and your payment must relate solely to this application. Receipt will be issued.
SECTION 3
Read the declaration below and sign and date the Application Form.
If this form is completed and signed by the investor named in Section 1:
By signing this form I HEREBY DECLARE THAT:
(i) I have received the Prospectus dated 19 October 2010 and have read the terms and conditions of
application therein and agree to be bound by them;
(ii) I will be the beneficial owner of the G Shares in the Company issued to me under the Offer;
(iii) I have read and understood the risk factors set out on pages 8 and 9 of the Prospectus; and
(iv) to the best of my knowledge and belief, the personal details I have given are correct.
If this form is completed and signed by an authorised financial intermediary or any other person apart from the
investor: By signing this form on behalf of the individual whose details are shown above, I MAKE A
DECLARATION (ON BEHALF OF SUCH INDIVIDUAL) ON THE TERMS OF PARAGRAPHS (i) TO (iv) ABOVE.
SECTION 4
Authorised financial intermediaries who are entitled to receive commission should complete Section 4, giving
their full name and address, telephone number and details of their authorisation under the Financial Services
and Markets Act 2000 and carefully check the commission details given in the form (because these details will
supersede any commission details given in any covering letter or form submitted with the application). The right
is reserved to withhold payment of commission if Edge Performance VCT plc is not, in its sole discretion,
satisfied that the financial intermediary is authorised.
SECTION 5
If you wish your G Shares to be held in CREST immediately on allotment, please tick the box confirming this,
and provide the further details requested in this section.
FREQUENTLY ASKED QUESTIONS
Q: To whom should I make the cheque payable?
A: Cheques should be made payable to: “Edge VCT Offer Account”.
Q: Where should I send my application?
A: Your application form and cheque should be sent to The City Partnership (UK) Limited, Thistle House, 21 Thistle Street, Edinburgh EH2 1DF.
Q: What happens after I invest?
A: Within 3 working days after we receive your application, we will send you confirmation of receipt.
Q: When will my G Shares be allotted to me?
A: For those Investors seeking income tax relief for the 2010/11 tax year, G Shares will be allotted by no later than 5 April 2011. For those Investors
seeking income tax relief for the 2011/12 tax year, G Shares will be allotted by no later than 5 working days after the date on which the 2011/12
Offer closes.
Q; When will I receive my share certificate?
A: Unless you have elected for your G Shares to be held in CREST immediately on allotment, you should expect to receive your share certificate
within 10 working days after the date of allotment.
Q: When will I receive my tax certificate?
A: Unless you have elected for your G Shares to be held in CREST immediately on allotment, your tax certificate will be sent to you at the same
time as your share certificate. If you have elected for your G Shares to be held in CREST immediately on allotment, you should expect to receive
your tax certificate within 10 working days after the date of allotment.
If you have any further questions concerning your application, please call RAM Capital Partners LLP at any time on 020 3006 7530.