Dear ,
Thank you for investing with Parkwalk.
Your account has been opened at the Fund's custodian, The Share Centre, and you will be receiving a welcome letter from them confirming your investment, receipt of funds, and your customer and portfolio numbers.
With each investment made on your behalf by Parkwalk, you can expect a contract note from The Share Centre, listing investment details such as, investment date, the company you have invested in and the amount of shares bought and the purchase price. Additionally, you will receive an email newsletter from Parkwalk giving a brief overview of the investment. You can expect to receive an EIS3 certificate relating to each investment in the post (normally 8-12 weeks after the investment is made) which you can use to claim your EIS tax relief.
Lastly, will also receive bi-annual valuations of your investment from The Share Centre, normally around mid-April and mid-October.
If you have any questions about the Fund or any of the investments made, please feel free to contact me or the team here on 020 7759 2287 or email jcima@parkwalkadvisors.com
With kind regards,
Julieta