For Financial Advisers

Puma Investments

Loyalty discount

for existing VCT investors

Existing Puma VCT investors will receive a 1% loyalty discount on the initial fee for all future investments into any of our VCTs.

Rewarding existing investors with a 1% initial fee discount

If your client has previously invested in a Puma VCT, we want to recognise and thank them for their continued support. As an existing investor, they will benefit from a 1% loyalty discount, which reduces the initial fee on new Puma VCT investments.

From time to time, we may also offer a reduced initial fee on our VCTs. When this happens, your client's loyalty discount will stack on top of the offer to give them the maximum possible reduction.

1% discount on the initial fee applies across our VCTs

Open for investment

Puma VCT 13

 

Award-winning VCT offering access to a diversified portfolio of high-growth UK businesses, with over £195 million in assets

Open for investment

Puma AIM VCT

 

Access to commercially strong companies listed on the Alternative Investment Market, through a tax-efficient wrapper

Open for investment

Puma Alpha VCT

 

Backing UK businesses with strong commercial traction, giving investors a route to growth and tax-efficient returns

FAQs

Adviser and investor support

For adviser support and product insights, contact your Business Development Manager.

Our expert Client Relations team is here to assist you and your clients on 020 7096 8453.

An investment with Puma Investments carries risks.

Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors’ capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals’ personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.