Forms, Factsheets, Reports & Important Dates

Forms

Whether you need to complete a dividend reinvestment scheme form or download a change of address form, you will find the necessary forms below. 

Application Forms

Click here to access application forms

Please note, you can only invest in our products through an intermediary.

Foresight Inheritance Tax Solution

Foresight Inheritance Tax Solution (Foresight ITS)

Form  Click to download
Foresight ITS Application Form (Individual and Joint) Download 
Foresight ITS Trustee Application Form  Download
Foresight ITS Investor Guide Download 


Foresight Accelerated Inheritance Tax Solution (Foresight Accelerated ITS)

Form  Click to download
Foresight Accelerated ITS Application Form  Download
Foresight Accelerated ITS Mulitple Options Form  Download
Foresight Accelerated ITS Investor Guide  Download 

 Please note, you can only invest in our products through an intermediary.

Enterprise Investment Scheme

Form  Click to download
Foresight Williams Technology EIS Fund Information Memorandum & Application Form  Download 
Foresight Williams Technology EIS Fund Investor Guide  Download 

Please note, you can only invest in our products through an intermediary.

Transfer Forms

Click here to access transfer forms

Foresight Inheritance Tax Solution

Form  Click to download
Foresight ITS Transfer Form  Download 
Foresight ITS Transfer Form - Deceased Download 

Foresight Accelerated Inheritance Tax Solution

Form  Click to download
Foresight Accelerated ITS Transfer Form  Download 
Foresight Accelerated ITS Transfer Form - Deceased Download 

Withdrawal Forms

Click here to access withdrawal forms

Foresight Inheritance Tax Solution

Form  Click to download
Foresight ITS Encashment Form  Download 
Foresight ITS Encashment Form - Deceased Download 
Foresight ITS Regular Withdrawals Form Download 

Foresight Accelerated Inheritance Tax Solution

Form  Click to download
Foresight Accelerated ITS Encashment Form  Download 
Foresight Accelerated ITS Encashment Form - Deceased Download 

 

Dividend Preferences Forms 

Click here to access dividend preferences forms

Form  Click to download
Change of Bank Details  Download 
Dividend Mandate Form* Download 
Foresight VCT Dividend Re-investment (DRIS) Form Download 
Foresight 4 VCT Dividend Re-investment (DRIS) Form Download 

*Use this to change from DRIS

Factsheets and Reports 

Click here to access factsheets and reports

VCT Factsheets

Use the buttons below to view the factsheets for the appropriate VCTS. 

Fund Click to access
Foresight VCT  Click here 
Foresight 4 VCT  Click here 
Foresight Solar & Infrastructure VCT  Click here 

VCT Reports

Use the buttons below to view the reports for the appropriate VCTS. 

Fund  Click to view
Foresight VCT  Click here 
Foresight 4 VCT  Click here 
Foresight Solar & Infrastructure VCT  Click here 

Open Ended Investment Companies Factsheets and Reports

FP Foresight UK Infrastructure Income Fund (FIIF) Click to view
Factsheets and reports  View
FP Foresight Global Real Infrastructure Fund (GRIF)   Click to view
September 2019 Factsheet View

Foresight Inheritance Tax Solution

Foresight Inheritance Tax Solution Click to view
Q2 2019 Factsheet View

General Forms 

Click here for general forms

Form  Click to download
Change of Address Download 
Change of Bank Details  Download 
Designated Contact Form  Download 

Events and Important Dates 

Use the tips and tools below to find out important dates for your calendar. 

Forthcoming Events

Click here for forthcoming events

Contact the team here if you would like to attend. 

Event  Date
Foresight Inheritance Tax Solutions Investor Forum - Manchester 31 October

 

Reporting Calendar 

Click here for reporting dates

Report Date Issued Within
Foresight AD EIS 30 September & 31 March 60 Days 
Foresight Capri Energy Fund 31 December & 30 June  60 Days
Foresight EI EIS  31 December & 30 June  60 Days
Foresight Williams Technology EIS Fund 31 December & 30 June  60 Days
Foresight VCT plc Annual Report & Accounts 31 December  120 Days
Foresight VCT plc Interim Report 30 June 60 Days
Foresight 4 VCT plc Annual Report & Accounts 31 March  120 Days
Foresight 4 VCT plc Interim Report 30 September 60 Days
Foresight Solar & Infrastructure VCT plc Annual Report & Accounts  30 June 120 Days
Foresight Solar & Infrastructure VCT plc Interim Report 31 December 60 Days
Foresight Inheritance Tax Solution  30 September & 31 March 90 Days 
Foresight Accelerated Inheritance Tax Solution 30 September & 31 March 90 Days 

 

Anticipated Exit Dates 

Click here for anticipated exit dates

Fund  Date
Foresight Anaerobic Digestion EIS Fund  2019-2020
Foresight Energy Infrastructure EIS Fund Q4 2020

 

Do you have a question you would like to contact the team about?

phone
user

Visit our investor relations team page

Click here