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 application forms

Foresight Inheritance Tax Solution (Foresight ITS)

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

Foresight Accelerated Inheritance Tax Solution (Foresight Accelerated ITS)

Form Click to download
Foresight Accelerated ITS Application FormDownload
Foresight Accelerated ITS Mulitple Options FormDownload
Foresight Accelerated ITS Investor Guide & Customer AgreementDownload

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

Enterprise Investment Scheme application forms

Form Click to download
Foresight Williams Technology EIS Fund Information Memorandum & Application FormDownload
Foresight Williams Technology EIS Fund Investor GuideDownload

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

Foresight Solar & Technology VCT

FormClick to View
Securities Note with Application FormDownload

Transfer Forms

Click here to access transfer forms

Transfer forms:

Foresight Inheritance Tax Solution transfer forms

Form Click to download
Foresight ITS Transfer FormDownload
Foresight ITS Transfer Form - DeceasedDownload

Foresight Accelerated Inheritance Tax Solution transfer forms

Form Click to download
Foresight Accelerated ITS Transfer FormDownload
Foresight Accelerated ITS Transfer Form - DeceasedDownload

Withdrawal Forms

Click here to access withdrawal forms

Withdrawal Forms

Foresight Inheritance Tax Solution withdrawals forms

Form Click to download
Foresight ITS Encashment FormDownload
Foresight ITS Encashment Form - DeceasedDownload
Foresight ITS Regular Withdrawals FormDownload 

Foresight Accelerated Inheritance Tax Solution withdrawals forms

Form Click to download
Foresight Accelerated ITS Encashment FormDownload
Foresight Accelerated ITS Encashment Form - DeceasedDownload

Dividend Preferences Forms 

Click here to access dividend preferences forms

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

*Use this to change from DRIS

Factsheets and Reports 

Click here to access factsheets and reports

Factsheets and Reports

VCT Factsheets

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

FundClick to access
Foresight VCTClick here 
Foresight 4 VCTClick here 
Foresight Solar & Technology VCTClick here 

VCT Reports

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

Fund Click to view
Foresight VCTClick here 
Foresight 4 VCTClick here 
Foresight Solar & Technology VCTClick here 

Open Ended Investment Companies Factsheets and Reports

FP Foresight UK Infrastructure Income Fund (FIIF)Click to view
Factsheets and reportsView

FP Foresight Global Real Infrastructure Fund (GRIF)Click to view
September 2019 FactsheetView

Foresight Inheritance Tax Solution

Foresight Inheritance Tax SolutionClick to view
Q3 2019 FactsheetView

General Forms 

Click here for general forms

Form Click to download
Change of AddressDownload 
Change of Bank DetailsDownload 
Designated Contact FormDownload 

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

Events for 2020 will be confirmed shortly.

Reporting Calendar 

Click here for reporting dates

ReportDateIssued Within
Foresight AD EIS30 September & 31 March60 Days
Foresight Capri Energy Fund31 December & 30 June60 Days
Foresight EI EIS31 December & 30 June60 Days
Foresight Williams Technology EIS Fund31 December & 30 June60 Days
Foresight VCT plc Annual Report & Accounts31 December120 Days
Foresight VCT plc Interim Report30 June60 Days
Foresight 4 VCT plc Annual Report & Accounts31 March120 Days
Foresight 4 VCT plc Interim Report30 September60 Days
Foresight Solar & Technology VCT plc Annual Report & Accounts31 March120 Days
Foresight Solar & Technology VCT plc Interim Report30 September60 Days
Foresight Inheritance Tax Solution30 September & 31 March90 Days
Foresight Accelerated Inheritance Tax Solution30 September & 31 March90 Days

Anticipated Exit Dates 

Click here for anticipated exit dates

FundDate
Foresight Anaerobic Digestion EIS Fund2019-2020
Foresight Energy Infrastructure EIS FundQ4 2020
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