Industry Guidance & Standardised Documents

The BVCA, with the support of its committees, releases a number of documents to serve as guidance and as an educational tool to both entrepreneurs and new and potential investors.

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Due care and attention should be taken when interpreting the guidance. In all instances, readers should seek their own professional help and make their own independent evaluation before acting on anything contained within them.

Model Documents For Early Stage Investments

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Model Confidentiality Agreements

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IPEV Valuation Guidelines

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FATCA and CRS

FATCA and CRS are international regimes requiring financial institutions to report information about overseas investors to tax authorities. The rules have implications for private capital funds structured as limited partnerships because these are classed as financial institutions for these purposes.

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Failure to Prevent the Facilitation of Tax Evasion Offence

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RFP for Fund Administration Services

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Energy-related schemes (SECR, CRC and ESOS)

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Agreements between the BVCA and the UK tax authority

A series of agreements designed to help BVCA members on specific technical issues.

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Other Legal Matters

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Helpful links

BVCA Technical Publications Jargon Buster Private Equity Reporting Group BVCA Policy Submissions Model Documents For Early Stage Investments BVCA Technical Policy Conference BVCA Committees, Forums and Advisory Groups The BVCA & ESG Private Capital Update

For further information please contact the BVCA Policy Team

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