DAVY EIIS FUNDS

INVESTORS

DEFINED BY EXPERIENCE

Owned by BDO and Davy, our combined experienced and professional management team has raised 29 BES funds in the last 30 years and invested more than €200 million in Irish SMEs.

We have the insight into Irish business and the expertise and instincts to help realise the growth potential of SMEs.

AT A GLANCE

THE EIIS SCHEME

The EIIS is an incentive providing all-income tax relief for investments in qualifying small and medium sized companies (SMEs).

It is one of the few remaining income and total income tax reliefs which can be offset against certain investments (e.g. rental income).

GUIDE FOR INVESTORS

Our insight and expertise within the Irish SME market offer valuable potential through:

INCOME TAX RELIEF

up to 40% tax relief managed via a designated EIIS fund.

SELECTIVE APPROACH

we invest EIIS funding into a target of 6-10 qualifying companies each year.

TRACK RECORD

we have the experience and knowledge to identify the growth potential in SMEs.

DIVERSITY

fund is spread across a portfolio for a reduced risk profile.

SECURITY

professional manager with commercial, financial and legal expertise.

COMPLIMANTARY

diversify your investment portfolio and find complementary solutions to pensions.

CLARITY

regulated manager with half yearly reporting and audited financial statements.

THINGS TO CONSIDER

The EIIS is suitable for prospective investors who:

Do not need access to their investment during the minimum 4-year holding period;
Do not need an income from their investment during this time;
Will be eligible for income tax relief at the higher rate on the full investment*;
Are aware they may lose some or all of their investment - SMEs are high risk by nature, and
Understand that past performance is not a guide to future performance and there is no guarantee the Fund will meet its objectives.

*Income tax relief is based on our understanding of current tax and is subject to change without notice.

INDEPENDENT ADVICE

We encourage all prospective applicants to consult an independent and professional Investment and Taxation Advisor before committing. It is important to carefully consider and understand the risks associated with:

Liquidity
Income
Tax liability

DATA PROTECTION

The Manager fully respects your right to privacy and any information relating to you (including any personal data within the meaning of the General Data Protection Regulation (GDPR) 2016 and Data Protection Acts 1998 to 2018).

You agree to notify the Manager without delay in the event of any change in your personal data, to enable us to comply with our obligations.

Davy will record telephone calls and retain them for a period as may be prescribed by law, regulation or guidance or at the discretion of Davy. The contents of such recordings may be used as required by law and regulation, to verify your instructions and for quality control purposes.

To find out more, contact us at

01 4700455
or
besinfo@bes.ie

CONTACT US

We always welcome enquires from companies and pride ourselves on always providing a professional and efficient service. If you are interested in exploring your EIIS funding options, please get in touch.

Companies

For more information on the Davy EIIS Fund offering please contact:

Sinéad Heaney

Email: sheaney@bdo.ie
Tel: +353 1 470 0475

Andrew Bourg

Email: abourg@bdo.ie
Tel: +353 1 470 0470

Alan Murray

Email: amurray@bdo.ie
Tel: +353 1 4700662

Investors

WHERE ARE WE?

OUR ADDRESS

BES Management DAC
Block 3,
Miesian Plaza,
50-58 Baggot Street Lower,
Dublin
D02 Y754

GET IN TOUCH

E: besinfo@bes.ie