Becoming a Member of the Oasis Lending LLP carries risk and may not be suitable for all investors. Investors can only invest in the Service through a financial adviser who has assessed that an investment in the Service is suitable. Please refer to the key risks detailed in the Investment Overview.

Partnership performance risk: The value of a Member’s capital may fluctuate and it may not get back the full amount invested. In certain circumstances, Members may lose all of their investment into the LLP. Members’ capital is at risk. Becoming a Member of the LLP should be viewed as high risk.

Tax reliefs are not guaranteed: Tax reliefs are subject to an individual’s and business’s personal circumstances, and independent tax advice should be taken.

You may lose money: An investment in smaller companies is likely to be higher risk than other investments. Members’ capital may be at risk and investors may get back less than their original investment.

Long-term investment: A contribution into the LLP should be considered a long-term investment.

Liquidity: It is unlikely there will be a liquid market and it may prove difficult for Members to realise immediately or in full proceeds from the withdrawal from the LLP.

Figures on this page are taken from Puma Investments and are correct as of July 2024 unless stated otherwise.

Sources

¹BR qualifying investments are intended to benefit from IHT relief after a two-year holding period. Assuming that the shares in the Company becoming a member of the LLP are BR qualifying and have been held for at least two years, the investment in the Puma Heritage Corporate EPS should benefit from IHT relief immediately. This is not a comprehensive statement of tax law and should not be read as advice. We recommend that investors seek independent investment and tax advice before considering these investments.

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Risk factors