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Rockpool IFISA

Lend to private companies with tax-free returns

Our investors provided equity and loan funding to Primrose, Europe’s largest online-only garden products retailer.

Why Open a Rockpool IFISA?

Build a portfolio of loans in a Rockpool IFISA for target tax-free returns of 12% to 15% per annum. You can transfer funds in from any existing ISA accounts and contribute your annual subscription amount of £20,000.

Risk warning

Loans held in the Rockpool are not readily realisable and you may not be access your money when you want to. In the event that a loan held in your Rockpool IFISA cannot be repaid, the tax advantages of the capital lent will be lost and cannot be reinstated. Loans held in a Rockpool IFISA cannot be transferred to another provider. If Rockpool is unable to continue managing your IFISA, we will seek to transfer the management to an authorised successor. If no successor is found, the tax advantages of your IFISA may be lost.

Routes to LENDING

Loan Portfolio Service

Lend for high yields and a share in capital growth.

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SelfSelect Service

Choose the investments that most appeal to you.

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Key benefits

Diversity

Build a diverse portfolio of loans through our AutoSelect Loan Portfolio Service.

Returns

Aim is to deliver returns of 10% per annum.

Value

There are no fees to pay for opening a Rockpool IFISA or making loans.

the rockpool ifisa

Register with rockpool

Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional.

Register now