UPDATE 20/09/2023: Please fill in the form below to register your interest and receive the fund brochure and IM once available.
Applications are by way of an online form and EFT. Please note all applications and payments must be recieved before the 31st December.
Up to €250,000 can be invested in any given year (minimum €10,000).
The EIIS is a tax relief incentive scheme which allows individual investors to obtain income tax relief on investments in certain qualifying companies.
An individual with income taxable at the 40% rate in the year the EIIS investment is made can obtain tax relief on the following income:
1. PAYE and self-employment earnings.
2. ARF distribution income.
3. Rental income from property held in a personal capacity.
4. Foreign income and Irish dividends.
The Employment and Investment Incentive Scheme (EIIS) is a source of equity funding for Irish small-and-medium-sized enterprises (SMEs). Qualifying companies must use the monies for research and development, expansion, and the creation or retention of jobs.
Our partner investment managers have a long track managing a portfolio of Irish businesses who have availed of EIIS in the past. Portfolio companies tend to have a growth orientation, strong management and a defensible business proposition. Sustainable energy, ICT and healthcare are the core holdings. By investing in an EIIS fund, your investment will be spread across a small portfolio of business mitigating your investment risk through diversification.
Warning: If you invest in this product, you may lose some of all of the money you invested.
Warning: The value of your investment may go down as well as up.
Warning: A minimum holding period of four years applies
As with any investment, the quality of the underlying scheme is key, if you'd like details of the available schemes please complete the form below:
Paul Looby is Regulated by the Central Bank