How to invest in a VCT

Existing Clients

Step 1:

As VCTs are classified as a Complex Product you must complete the complex products appropriateness test.

If you have not completed this form before it can be found when you Login to your investment account. Under 'account admin' complete the appropriateness test by selecting 'Add the ability to trade complex products' link. On successful completion we will be able to process your application.

Step 2:

Please follow the instructions on the application form of your chosen VCT and post to this address enclosing a cheque for the amount you wish to subscribe:

Interactive Investor Trading Ltd
Settlement & Custody Department
2 West Regent St

Please write your Interactive Investor User Name at the top of your application form.

In order to receive the tax benefits that VCTs can offer the application must be in your own named account.

We will charge our flat rate of £30 to your account at this stage.

Step 3

On receipt of your share certificate from the VCT registrar you must then complete and send us a signed ‘Change of Agency Request' and 'Crest Transfer' form which can both be found under ‘Account Admin’ on the sharedealing platform to the address above.

New to Interactive Investor?

Step 1

Register for free now and access a wealth of information and tools.

Step 2

Apply for an investment account. This should take less than five minutes.

Step 3

Set up your secure pin details and you should then be able to access your new account straight away and follow the process for Existing Clients above.

Transferring In

Transferring your VCT holdings in is easy:

1)      Log in to your Interactive Investor Sharedealing account

2)      Complete the ‘Transfer your shares from another Stockbroker’ form found under ‘Transfers’ in the Account Admin section

3)      Please return your form by post to: Transfer Team, Interactive Investor, 2 West Regent St, Glasgow, G2 1RW

 Transfers can typically take 4-6 weeks to complete