Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment.
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Adviser Area

This section of the website provides regulated financial advisers with access to the documents required to make an investment into the ProVen Estate Planning Service (PEPS).

Please read through the documents below (including the Brochure, Investor Agreement and Custodian Terms and Conditions), which contain important information about how PEPS works and the risks of investing.

Once you are ready to invest on behalf of a client, please complete the application form below and return it to Beringea – you can find our contact details in the documents or below. If you require a joint application form, please get in touch.

Brochure

Please read this document in full before considering an application to invest - it includes the key risks to know, a detailed summary of PEPS, and how an investment would work.

Investor agreement

This document explains the key terms and definitions that you will need to know when applying.

Application form

Once you are ready to invest, please complete this application form return it to us along with your investment funds - you'll find details on how to do this in the document.

Custodian terms and conditions

This document lays out the terms and conditions of Mainspring, which provides custodian services to investors in PEPS.

Get in touch

The ProVen products are managed by Beringea, a specialist award-winning venture capital firm. If you have any questions, you can contact us at:

020 7845 7820 | info@beringea.co.uk

020 7845 7820
info@beringea.co.uk

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This website has been issued and approved as afinancial promotion for the purposes of section 21 of the Financial Servicesand Markets Act 2000 by Beringea LLP. Beringea LLP is registered in England (No. OC342919), with its registered office at Charter House, 55 Drury Lane, London, England, WC2B 5SQ and is authorised and regulated by the Financial Conduct Authority (FRN496358). 

Investments accessed through the ProVen Estate Planning Service are made into private companies and are deemed to carry a higher risk than many other types of investment. As with all investments your capital is at risk, and you may lose all the money you invest.

You should read the risks associated with the Service before deciding whether to invest (or in the case of a financial adviser, before recommending it to a client). A full copy of our risk factors is available here. Nothing on this website should be construed as investment, tax, financial or legal advice. We recommend investors seek advice from a regulated Financial Adviser.

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Shane Elliott

Partner

Shane Elliott

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This product is a high risk investment and is not suitable for all investors

Given that you do not meet the criteria of an accredited advisor or investor, we are unfortunately unable to provide you with access to the investment documents for the ProVen Estate Planning Service.

We recommend you speak to a financial advisor if you would like to learn more about the service.

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important information

Estimated reading time: 2 minutes

Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk.

What are the key risks?
1. You could lose all the money you invest

If the businesses you invest in through this Service fail, you are likely to lose 100% of the money you invested in that business.

2. You are unlikely to be protected if something goes wrong

Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here.
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Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here.

3. You won’t get your money back quickly

Although you will be able to request a withdrawal from your portfolio, there is no guarantee withdrawals will be paid when requested. As investments in unquoted companies are less liquid than listed shares, there could be a significant delay in returning the funds to you. This is more likely to be the cases if the business was also paying other distributions or withdrawals when your request is received, or when the economic or other circumstances make it hard for the business to sell its assets.

4. Don’t put all your eggs in one basket

Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well.
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A good rule of thumb is not to invest more than 10% of your money in high-risk investments. 5 questions to ask before you invest

5. The value of your investment can be reduced

The percentage of the underlying business that you own through the Service will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows. These new shares could have additional rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.

For full details of risks, please see pages 3 & 4 of the Brochure.

If you are interested in learning more about how to protect yourself, visit the FCA’s website here.

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