How to Invest - Summary

Octopus Investor Group

• Join Octopus Investor Group 
• Attend presentations
• Retain discretion as to investment and quantum
• Manage investments and decisions during life of investment
• Quarterly reports from investee companies
• Valuations displayed on members' website 
• Annual Membership fee £3000 + VAT
• Performance fee 20% after return of investment, deal by deal

Octopus Titan VCT

• Invest in Titan 3
• Titan 3 invests alongside Investor Group
• Managed by Octopus
• Listed Funds
• Half yearly reports from Octopus
• Investment £3k - £200k
• Management Fee 2%
• Performace Fee 20% when NAV reaches 130p paid on fund
• Initial Fees 5.5%

Octopus Eureka EIS Porfolio Service

• Invest in Eureka EIS product
• Build a portfolio alongside Investor Group
• Managed by Octopus
• Co-investment opportunity
• Quarterly reports from Investee Companies
• Investment £50k - £500k per annum
• Management Fee 2%
• Performance Fee 20% after return on investment on a portfolio basis
• Initial Fee 5%
• Dealing Fee 1%