EIS administration – let us take care of the paperwork
Our Enterprise Investment Scheme (EIS) administration service takes care of the back-office work, so you can focus on running your business. The EIS administration service is tailored to your specific requirements.
End-to-end administration includes:
- A custodian service to ensure the safekeeping of your investments
- Application handling, including anti-money laundering procedures
- Maintenance of your investor register
- Statements and valuations twice a year to all investors
- Share dealing and placing of investments
We'll agree service levels with you from the outset to ensure we find solutions that meet your operational challenges. And we'll appoint a relationship manager to look after your day-to-day requirements – providing monitoring reports, internal liaison and ensuring the smooth flow of transactions.
How can we help your organisation?
Please email us or call 0800 028 28 12 for further information.