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The content of this webpage has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets involved.

Form 2 - Investor Application Form

  1. Download and Read the Term Sheet in its entirety - Download here

  2. Complete the Occuity Investor Application Form - click here

    • Check your EMAIL - Look for an email from "Occuity - Henry Tsang from Occuity requests you to sign..." - Complete the eSign document on Zoho Sign.

  3. Once complete and submitted, please transfer your funds to the bank details provided on the e-sign document. Please use your FULL NAME as a reference for your bank transfer.

  4. Please notify us by email to investment@occuity.com when your bank transfer has been made.

  5. Occuity will confirm receipt of the form and funds and you will receive your share certificate and applicable EIS documentation in due course.

Step 2
1. Please download and read the Investor Term Sheet:
2. Complete the Occuity Investor e-sign Application Form:

Complete the form below selecting either 1. Ordinary Shares (EIS Eligible) or 2. Preference Shares - Read More

Please note Minimum Direct Investment is £10,020


Before you complete this form, please ensure you have completed Form 1 Self-certification - (click here), and Investor Verification within the last 12 months - (click here).

Once submitted - Please check your EMAIL - Look for an email from "Occuity - Henry Tsang from Occuity requests you to sign..." - Complete this Zoho Form online.

Bank details

EIS Qualifying Ordinary shares or Preferred Ordinary Shares -

Shares will be offered in 2 different forms:

1. Ordinary Shares of £30.00 each

Occuity has requested HMRC advanced assurance that the share issue for this funding round qualifies for UK EIS (Enterprise Investment Scheme) status, as have previous rounds.

2. Preference Shares of £30.00 each.

 

These shares do not qualify for EIS tax relief, but have the benefit of a 1x preference in the event of a dissolution or future exit (meaning that these shares receive up to the full value paid, before participating alongside all other shareholders in a distribution of proceeds). A fallaway of 2-3 x share value is applied, meaning that preferred distribution rights fall away to zero, proportionally, as the exit price increases from 2x (£48.00 per share) to 3x (£72.00 per share), after which no preferred distribution will apply. Aside from this preference, both share classes carry the same rights.

Occuity Bank Details

Bank:                  Barclays Bank

Account:            Occuity Ltd

Sort Code:         20-65-20

Account No.:     63137503

SWIFT/BIC:         BUKBGB22

IBAN:                  GB69 BUKB 20652063137503

Disclaimer - IMPORTANT NOTICE - WARNING RE FINANCIAL PROMOTIONS

This webpage is exempt from the general restriction in section 21 of the Financial Services and Markets Act 2000 on the communication of invitations or inducements to engage in investment activity on the grounds it is made exclusively to ‘investment professionals’ within the meaning of Article 19 of the Financial Services and Markets Act (Financial Promotion) Order 2005 (FinProm); persons believed on reasonable grounds to be ‘certified high net worth individuals’ within the meaning of Article 48 FinProm; persons who are ‘certified sophisticated investors’ within the meaning of Article 50 FinProm; and persons who are ‘self-certified sophisticated investors’ within the meaning of Article 50A FinProm.

If you are in any doubt about the investment to which this Webpage relates, you are strongly recommended to consult an appropriately authorised financial adviser qualified to give advice in relation to investment in unquoted shares issued by single companies. An investment in Occuity Ltd. will not necessarily be suitable for all recipients of this information. Applications to subscribe for Shares will only be accepted at Occuity's discretion from persons eligible to invest.

In viewing this webpage (the “Webpage”), the recipient agrees and undertakes to keep strictly confidential and not disclose to any other person, the transaction contemplated herein and all information contained in the Document or otherwise provided to the recipient. The recipient also agrees and undertakes, upon request, to return promptly all material received from Occuity Ltd (“Occuity”) (including the Webpage) without retaining any copies thereof. The Document is for the exclusive use of the recipient and shall not be copied, reproduced, distributed or passed to others without prior written consent of an Occuity Director. In furnishing the Document to the recipient, Occuity undertakes no obligation to provide the recipient with access to any additional information. All registered names and trademarks used in this Webpage are acknowledged as belonging to their respective owners. 

This document does not constitute an offer or invitation to the public to subscribe for or purchase any securities in the proposed business (“the Company”). Statements of belief, projections, forecasts and expectations in connection with the Company represent the Company’s own assessment and interpretation of information available to it at the date of this document. No representations or warranties are given as to the accuracy or completeness of the information (including without limitation all projections) or opinions expressed in this Webpage and no liability is accepted for any such information or opinions. Further, the information may be subject to updating revision and/or amendment. The Webpage does not purport to be all-inclusive or to contain all the information that a prospective investor may desire. 

New investors must determine for themselves what reliance they should place on the statements, views, projections and forecasts. It is reiterated that this document is exempt from the general restriction in section 21 of the Financial Services and Markets Act 2000 on the communication of invitations or inducements to engage in investment activity on the grounds it is made exclusively to ‘investment professionals’ within the meaning of Article 19 of the Financial Services and Markets Act (Financial Promotion) Order 2005 (FinProm).

It is emphasised that this Webpage has been accessed by you relying upon your representation that you constitute a person to whom the financial promotion restriction in section 21 above does not apply by reason of the fact that you are either a ‘certified high net worth individual’ within the meaning of Article 48 FinProm; a ‘certified sophisticated investor’ within the meaning of Article 50 FinProm or a ‘self-certified sophisticated investor’ within the meaning of Article 50A FinProm (together “a Relevant Person”). This Webpage must not be acted on or relied on by persons who are not Relevant Persons.

Occuity, together with the Directors, advisers, representatives, agents, and employees, make no representation of warranty, express or implied in relation to, and accept no responsibility or liability for the accuracy or completeness of the Webpage or any other written or oral information transmitted or made available to the recipient or any prospective investor. Any prospective investor shall rely solely on its judgement, review and business analysis in its evaluation and nothing contained herein is, or shall be, relied upon as a promise or forecast of the future.

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