| Key risks to keep in mind:
This is a high-risk investment. The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
Tax treatment depends on individual circumstances and tax rules could change in the future.
Tax relief depends on portfolio companies maintaining their qualifying status.
The shares of unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
For OITSPlus investors, the benefits offered by Octopus’ Insurance Policy only apply to eligible deaths. Ineligible deaths, or a misrepresentation in the health declaration could result in the Insurer refusing to settle a claim under the Insurance Policy.
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