Amersham Investment Management Ltd - Paul Barnes

http://amim.co.uk 020 7734 7524

Amyma Ltd - Samuel Daughtry

Amyma introduces its clients to investment opportunities that are issued by companies seeking investment. The companies seeking investment offer debt instruments or equity to investors. The debt instruments are typically bonds, debentures or loan notes. Equity is offered by companies with SEIS (Seed Enterprise Investment Scheme) or EIS (Enterprise Investment Scheme) advanced assurance issued by the Her Majesty Revenue and Customs (HMRC).

Amyma introduces its clients to the most market competitive investments that are typically demanded by High Net Worth individuals and Sophisticated Investors.

https://amyma.co.uk 020 3795 4060

Asset Match Limited - Iain Baillie

http://www.assetmatch.com 020 7248 2788

CoInvestor Technologies - Charles Owen

CoInvestor Technologies are a leading technology provider delivering specialist, cloud-based solutions to digitise the investment process and management of tax-efficient investments.

Our investment platform connects financial advisers, fund managers and sophisticated investors together in one place, while offering a single solution to invest manage and monitor EIS, VCT and other tax-efficient products, all in one place.

Our proprietary, cloud-based platform is free to register and allows:

  • Market Access: Single point of access to view and filter total market offerings with real-time fund updates from managers.
  • Allocate entirely online: End-to-end digital application forms for all listed tax-efficient opportunities.
  • Client storage: Add, store and track your clients’ details and investment documents.
  • Remain compliant and secure: In addition to being an FCA regulated provider, our platform enables you to remain compliant with changing regulations such as GDPR bringing you greater transparency and clear audit trails.
  • Scalable: Our solution is designed to grow with your business with a range of add-on modules available to enhance your existing account from back-office integrations through to custom branding and product panel controls.

 

http://www.coinvestortechnologies.co.uk 020 3126 4851

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