Key Information Documents

These documents provide you with key information about investment products. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of these products.

Product Approval Process

Product Approval Process

Open PDF
Sovereign IHT Solution

Sovereign IHT

Open PDF
Oxford Technology and Innovation EIS Fund

Oxford Technology and Innovation EIS Fund

Open PDF
Social Impact EIS Fund

Social Impact EIS Fund

Open PDF
Sovereign EIS Fund

Sovereign EIS Fund

Open PDF

Connect with us on social

Senior managers and advice firms need to prepare for a regulatory review of the Senior Managers and Certification Regime as a review is likely to happen in the coming months @FTAdviser https://t.co/UqlmVVoeUo
#UK inflation rate has jumped to 2.1% in the year to May, the highest for almost two years. This will fuel the debate about whether it's time to raise interest rates @CityAM https://t.co/GDsWXNEIuJ #inflation #interestrates #ukeconomy
The #BOE has asked the financial sector for feedback on proposals for a central bank digital currency (CBDC) @ftadviser https://t.co/XK1BnIhyC2

Join our mailing list

Thompson Taraz will use your information to keep you updated on our news, products and services and to invite you our events. You may unsubscribe from our communications at any time by clicking on the unsubscribe link within our emails, or by sending us an email to info@thompsontaraz.co.uk