• Existing Investors

    Contact us on 01865 860760 or by email at investors@oxcp.com

If you have already invested with us, you can use the link below to access the Investor Centre, our secure online portal. Once logged in, you can view, print or download copies of your valuation statements, annual reports and other documents relating to your investments with us.

Investor Centre

If you have not been provided with log-in details, please contact our Investor Services team on 01865 860760 to set up your Investor Centre account.

FAQs

EIS3 certificates

  • I haven’t received my EIS3 certificates. Have they been issued yet?

    Copies of any EIS3s that have already been issued and posted to you can be viewed by logging on to the Investor Centre.

    If you cannot see your EIS3s under the EIS3 section please refer to your welcome letter for estimated timings.

  • How do I use my EIS3 to claim tax reliefs?

    We can’t provide any advice about your tax return. However, the guidance notes attached to each EIS3 certificate provide some useful information about claiming reliefs.

    If you wish to make a claim for reliefs outside of your tax return (for example, if you are claiming reliefs against a previous tax year) this guide shows you how to fill out your claim form.

    If you have further questions about claiming EIS tax reliefs, please speak to your financial adviser or accountant.

General

  • Who do I talk to about my investments?

    If you have a financial adviser, they should always be your first point of contact. But if you would like to speak to our Investor Services team, you are always welcome to get in touch. Please note that we can’t provide any financial advice.

    If you have invested with us directly, rather than through an adviser, and would like to speak to someone about your investment please ask for a member of our Private Client team.

  • How can I get in touch?

    You can call us on 01865 860760 or email investors@oxcp.com.

    If you’d like to write to us, our address is Oxford Capital, 201 Cumnor Hill, Oxford, OX2 9PJ.

  • How do I change my contact details?

    You can change your contact details through our Investor Centre. Please log by clicking here, or by using the Log In button in the menu bar. Once you’ve logged in, click the icon of a person on the right hand side to change your personal details.

    If you prefer, you can send written confirmation of any changes by email or by post.

  • How can I access my investment information?

    You can find information about your investment at any time by using our online Investor Centre. To log in please click here, or use the Log In button in the menu bar.

    You will find your latest valuation and cash statements as well as contract notes, EIS3 copies and any general correspondence.

    You can also find further information on the companies you have invested in by clicking on the ‘Fund Report’ under ‘Statements & Valuations’. If you are looking for particular document, you can use the search bar to find it.

  • How often do you value my investments?

    We update our valuations of your investment every six months. You can view the latest valuations on our Investor Centre. You will find your most recent valuation statement under ‘Statements & Valuations’.

The Investor Centre

  • How do I log on?

    To log in please click here, or use the Log In button in the menu bar.

  • How do I use the Investor Centre?

    Once you have logged you will see the following sections: ‘General Correspondence’, ‘EIS3 (Original)’ or ‘EIS3 (Copy)’, ‘Statements and Valuations’, ‘Contract Notes’ and ‘Other Useful Documents’.

    Each section holds various documents relating to your investment. The number in brackets is the amount of documents you have in that section. If you are unable to find what you are looking by browsing, you can use the search bar on the right to look for keywords.

    The funds you have invested in are listed on the left. If you have invested in more than one fund you can ‘select’ or ‘unselect’ if you want to filter your search. Or alternatively click on the ticked box next to the fund name to reduce the search.

  • What do I do if I’ve forgotten my log in details?

    Your username will be the email address you provided on your investment application form.

    If you have forgotten your password please go the login screen and click on the forgotten password link below the log in details. You will then be asked for your email address and post code. Please note, your post code must be written in capitals and include a space – for example, OX2 9PJ. You will be sent an email prompting you to follow a link to create your new password.

Investments for private clients

Media EIS

EIS investments in the UK’s creative sector, currently focused on film sales agents.

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Co-Investor Circle

Make direct investments alongside Oxford Capital into EIS-qualifying companies.

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Growth EIS

Building a portfolio of EIS-qualifying companies with fast-growth potential.

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Christopher Willmott

Christopher leads the investor services team.

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Lucy Foster

Lucy is responsible for Investor Services.

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Jenni Howard

Jennifer is part of the Investor Services team.

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Michael Thompson

Michael is part of the Investor Services team.

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TO SPEAK TO A MEMBER OF OUR TEAM CALL +44 (0)1865 860 760

Awards

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