First click on the Reports tab, available at the top of your screen.

On the left hand side, click Investments and select the VCT Maturity report.

The report shows all VCT holdings across an adviser’s clients that have been held for 4 years or more. Along with information on each investment, like the amount invested, current value and share quantity, the duration of holding is clearly listed. To note, clients can only participate in buy-backs when the shares have been held for 5 years, as this is the minimum holding period. However, the report displays those over the 4 year mark, to allow forward planning and to have conversations with clients in advance.

If you wish to view a single client’s applicable investments, select them from the available Clients dropdown list at the top of the page

When viewing a client’s VCT portfolio, you now have the ability to select those you would like to request to sell.

First, using the available tick boxes, select the holdings that you wish to request are put forward for a sale.

Once you have selected all the relevant VCTs, press the Request Sale button which will become active as soon as one or more VCTs are selected

After pressing the button you will see a confirmation “pop-out” with all the selected VCT holdings. Please review all the information carefully. If you wish to add notes, click on the name of the product. Once you are ready to submit the request, press the Send Request button

For more information on the report, or to access our educational materials like our case study and VCT Rolling Program, click the “About this Report” button. In addition, a link to the popular GrowthInvest VCT Buy-Back Calendar is also available via this roll out.

The VCT Buy-Back Calendar provides a view of every Buy-Back that has happened across the entire tax efficient market for the last 12 months, along with the share price.

By collating this information, we are able to estimate when the next Buy-Back for each manager is expected to occur. Where a Buy-Back has been confirmed as having been scheduled, we have also noted this on the calendar. As the calendar covers the entire VCT market space, if you are looking for a particular product we’d recommend using the available search bar.

For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.