DISCLAIMER

The Wine Investment Fund ("the Fund") is an "unregulated collective investment scheme" as defined in s235 of the Financial Services and Markets Act 2000 ("FSMA") and has not been approved by the Financial Conduct Authority ("the FCA") or any other regulatory authority.

The Fund's promotion is subject to strict controls by authorised persons and, accordingly, can only be marketed to eligible investors including, but not limited to:

non UK investors (subject to any relevant restriction in their respective jurisdiction);
"established" or "newly accepted" investors of any such authorised person in respect of whom that authorised person has taken reasonable steps to ensure that an investment in the Fund is suitable within the meaning of the FCA's Conduct of Business Sourcebook 4.12 and "professional clients" and "eligible counterparties" of such authorised person;
"investment professionals" within the meaning of article 14 of FSMA;
"high net worth companies, unincorporated associations, partnerships or trustees of high value trusts" within the meaning of article 22 of the FSMA 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001; or
"sophisticated investors" within the meaning of article 23 of the FSMA 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001, being a person who has a current certificate in writing or other legible form signed by an authorised person to the effect that he is sufficiently knowledgeable to understand the risks associated with participating in unregulated schemes.

Performance

A highly tax efficient investment*

The wines we buy do not attract duty or VAT. And there is no capital gains charge on the Fund either.

The way in which the investment is sold in the UK is in accordance with the Financial Services and Markets Act 2000. International investors are subject to the rules governing their own jurisdictions and fiscal regimes.

The Fund is SIPPable for UK investors and if you are an eligible UK investor you may be interested in our sister entity, The Wine Enterprise Investment Scheme Limited.

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* based on current tax legislation which is subject to change at any time, possibly with retrospective effect

DISCLAIMER

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Performance

A highly tax efficient investment*