How it Works

How it Works

Truffle Invest is a solutions provider for wealth managers, financial advisers and other intermediaries in the UK and Ireland, enabling them to provide their clients with access to private markets funds. This is achieved through the use of bespoke technology and investment structure, designed with the sole objective of allowing individual investors access to private market.

Bespoke Solutions

Truffle offers and end-to-end investment service, from sourcing and access through to performance reporting, though can create a custom solution that meets the specific needs of your organisation providing only components that enhance your existing program.

 

Key Features

Flexible Approach

Truffle offers a flexible approach that seeks to meet your specific private markets requirements. For example, Truffle can operate on a “white labelled” basis so as to keep your client offering simple without introducing an additional brand.

Low Minimums

Truffle’s investment structure can accommodate investments from just €5,000 per fund.

Technology Led Process

Simple online investment process via the Truffle platform.

Pensions

Investments made through the Truffle platform can be held in an investor’s SIPP, subject to the investor meeting certain criteria. Truffle believes the opportunity for individuals to hold institutional quality private markets fund investments in SIPPs is an industry first. Contact Truffle to find out more.

Robust

Safe Custody – Truffle works with a third-party custodian to ensure investor capital is held securely. Assets are held within client money accounts at the custodian. Truffle never holds client money.

Regulated - Truffle is an appointed representative of Met Facilities LLP. As an appointed representative, Truffle complies with all prevailing regulations and FCA requirements.

Your capital is at risk. The value of your investment may go up as well as down. You may lose all your invested capital. Investment made through Truffle Invest Ltd are not covered by the UK Financial Services Compensation Scheme (“FSCS”). Investing in Private Markets involves risks, including loss of capital (as outlined above), illiquidity, absence of control, lack of dividends and dilution, and should be done only as part of a diversified portfolio. Investments should only be made by investors who understand these risks and if in doubt should consult a fully qualified independent financial advisor. Tax treatment depends on individual circumstances and is subject to change in future.

Past performance is not a reliable indicator of future results. Target returns are not guaranteed and actual returns may vary significantly from target returns. We do not give advice or make investment recommendations to you. No communications through this website or any other medium should be construed as such. See Key Risks and Terms and Conditions for further information.

Truffle Invest Ltd is an Appointed Representative (FRN: 816214 ) of Met Facilities LLP. This website has been approved as a financial promotion by Met Facilities LLP which is authorised and regulated by the UK Financial Conduct Authority (FRN: 587084). The investment opportunities listed on this website are not offers to the public in general. Investments can only be made by investors once they have satisfied certain investment criteria. The summary information provided about investment opportunities on this webpage is intended solely to demonstrate the types of investments available on the platform, and any investment decision should be made on the basis of all available information. Where possible, Truffle Invest will provide access to the offering documentation of the underlying fund. When this is not possible, investors should only proceed with an investment if they are satisfied that they have sufficient information to make an informed investment decision. Any person resident outside the United Kingdom should ensure that they are not subject to any local regulations before investing.

Truffle Invest Ltd is registered in England with registered company number 11276896 and registered office at Truffle Invest Ltd, 67 Wingate Square, London, SW4 0AF.

© 2019 Truffle Invest Limited. All rights reserved.