Document library
Information relating to Seneca’s investment products and Seneca Partners publications are available to read online here and on each product page. We recommend that you read all relevant literature and consult with your financial adviser. If you require any further information please get in touch with a member of our Business Development or Client Services teams.
EIS Portfolio Fund
- Key Information Document (where financial advice has been given)
- Key Information Document (where no financial advice has been given)
- EIS Portfolio Fund Brochure
- Information Memorandum
- Terms and Conditions
- Our Custodian’s Terms of Business
- Application Form for Individuals (e-complete)
- Application Form for Individuals (PDF)
- Application Form for Representatives (PDF)
- Application Form for Trusts (PDF)
AIM EIS Fund
- Key Information Document (where financial advice has been given)
- Key Information Document (where no financial advice has been given)
- AIM EIS Fund Brochure
- Information Memorandum
- Terms and Conditions
- Our Custodian’s Terms of Business
- Application Form for Individuals (e-complete)
- Application Form for Individuals (PDF)
Inheritance Tax Service
- Information Memorandum
- Application Form for Individuals (PDF)
- Application Form for Individuals (e-complete)
- Joint Investor Application Form
- Representative’s Application Form for Representatives (Power of Attorney)
- Application Form for Trustees
- Brochure: “A Growth Story”
- Brochure: “An Income Story”
- Our Terms and Conditions
- Custodian Terms and Conditions
Important information
For some of our products, we can accept applications directly from high net worth individuals although we do recommend that you should seek financial advice before making any investment.