Velocity Credit Ventures Portfolio Management Service

By subscribing to the Velocity Credit Ventures Portfolio Management Service, Clients will gain exposure to a diverse portfolio of short term credits to small and medium enterprises (“SMEs”), managed by a team with wide corporate and financial experience.
The aim of the Service is to preserve capital value whilst seeking to provide an annual target return to Clients of between 3% and 6%. An investment made in the Shares of Trading Companies should qualify for Business Relief and as a result should be eligible for Inheritance Tax relief once they have been held for two years.
A summary of the key elements of the Service is more fully described in pages 9 to 29 of the Information Memorandum.