The content of this webpage has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets involved.
Form 2 - Investor Application Form
-
Download and Read the Term Sheet in its entirety - click here
-
Complete the Occuity Investor Application Form - click here
-
Once complete and submitted, please transfer your funds to the bank details provided on the e-sign document. Please use your FULL NAME as a reference for your bank transfer.
-
Please notify us by email to investment@occuity.com when your bank transfer has been made.
-
Occuity will confirm receipt of the form and funds and you will receive your share certificate and applicable EIS documentation in due course.
3. Complete the Occuity Investor e-sign Application Form:
Complete the form below selecting either 1. Ordinary Shares (EIS Eligible) or 2. Preference Shares - Read More
Before you complete this form, please ensure you have completed Form 1 Self-certification - click here, and Investor Verification within the last 12 months - click here.
EIS Qualifying Ordinary shares or Preferred Ordinary Shares -
Shares will be offered in 2 different forms:
1. Ordinary Shares of £24.00 each
Occuity has requested HMRC advanced assurance that the share issue for this funding round qualifies for UK EIS (Enterprise Investment Scheme) status, as have previous rounds.
2. Preference Shares of £24.00 each.
These shares do not qualify for EIS tax relief, but have the benefit of a 1x preference in the event of a dissolution or future exit (meaning that these shares receive up to the full value paid, before participating alongside all other shareholders in a distribution of proceeds). A fallaway of 2-3 x share value is applied, meaning that preferred distribution rights fall away to zero, proportionally, as the exit price increases from 2x (£48.00 per share) to 3x (£72.00 per share), after which no preferred distribution will apply. Aside from this preference, both share classes carry the same rights.
Occuity Bank Details
Bank: Barclays Bank
Account: Occuity Ltd
Sort Code: 20-65-20
Account No.: 63137503
SWIFT/BIC: BUKBGB22
IBAN: GB69 BUKB 20652063137503
Disclaimer - IMPORTANT NOTICE - WARNING RE FINANCIAL PROMOTIONS
This webpage is exempt from the general restriction in section 21 of the Financial Services and Markets Act 2000 on the communication of invitations or inducements to engage in investment activity on the grounds it is made exclusively to ‘investment professionals’ within the meaning of Article 19 of the Financial Services and Markets Act (Financial Promotion) Order 2005 (FinProm); persons believed on reasonable grounds to be ‘certified high net worth individuals’ within the meaning of Article 48 FinProm; persons who are ‘certified sophisticated investors’ within the meaning of Article 50 FinProm; and persons who are ‘self-certified sophisticated investors’ within the meaning of Article 50A FinProm.
If you are in any doubt about the investment to which this webpage relates, you are strongly recommended to consult an appropriately authorised financial adviser qualified to give advice in relation to investment in unquoted shares issued by single companies. An investment in Occuity Ltd. will not necessarily be suitable for all recipients of this information. Applications to subscribe for Shares will only be accepted at Occuity's discretion from persons eligible to invest.