Information For Investors
Institutional Investors Program
Minimum Investment: $1,000,000
Subject to the terms of the Institutional Investment Contract
signed between the investor and IWC1.
Minimum Length: 3 Years (renewed
automatically, unless funds are withdrawn).
Investment Policy (See GRAPH):
10% used to directly finance intellectual property (IP) - Investor
registered as co-owner.
10% used to acquire stake/shares in early-stage promising
startup companies.
80% invested in public companies (traded on NYSE, NASDAQ,
Nikkei, TASE and other stock exchanges).
PatentsFund.com Fees:
|
Fee Type |
Fee Rate |
Fee Frequency |
| Investment Fee |
0.5%
of fund |
One-Time, Immediate |
| Management Fee |
0.75%
of fund |
Annual |
| Profit Sharing Fee |
10%
of profits |
Annual |
|
Early Withdrawal Fee |
35%
of withdrawal |
One-Time
(Only if funds are withdrawn not according to policy) |
Private Investors Program
Minimum Investment: $200,000
Maximum Investment: $1,000,000
Subject to the terms of the Private Investment Contract signed
between the investor and IWC1.
Minimum Length: 2 Years (renewed
automatically, unless funds are withdrawn).
Investment Policy (See GRAPH):
20% used to directly finance intellectual property (IP)
- Investor registered as co-owner.
20% used to acquire stake/shares in early-stage promising
startup companies.
60% invested in public companies (traded on NYSE, NASDAQ,
Nikkei, TASE and other stock exchanges).
PatentsFund.com Fees:
|
Fee Type |
Fee Rate |
Fee Frequency |
| Investment Fee |
1.5%
of fund |
One-Time, Immediate |
| Management Fee |
1%
of fund |
Annual |
| Profit Sharing Fee |
18%
of profits |
Annual |
|
Early Withdrawal Fee |
35%
of withdrawal |
One-Time
(Only if funds are withdrawn not according to policy) |
1 Itzhaki-Weinberger Consultants (IWC)
Limited, Incorporated in Israel in February 2004. The porfolio itself
will be managed by a fully Insured & Licensed Investment Corporation
or a large Israeli banking corporation, all under the supervision
and strict demands of the Israeli Investment Regulation Laws (1995).
Legal Notice
This information is confidential and may contain proprietary
or privileged information.
This information is provided to the recipient, for the purpose of
considering and evaluating the opportunity referred to herein.
It is intended for use by sophisticated investors who are able to
conduct their own investigations and legal and financial due diligence
in connection with it.
The information contained herein is based on assumptions thought
by IWC to be reasonable as of the publication date.
The recipients of this information should independently confirm
and assess all of the information contained herein, including all
projections and in making decisions must rely exclusively on their
own independent inquiries and due diligence investigations.
IWC declares all such investment opportunities to be of very high
risk, and not suitable for the non-sophisticated investor. Information
and opinions presented in this document have been obtained or derived
from sources believed by IWC and/or its subsidiaries and/or its
affiliates to be reliable, but IWC makes no representation as to
their accuracy or completeness.
IWC accepts no liability for any loss arising from the use of the
material presented.
This information does not constitute an offer to sell nor a solicitation
of an offer to buy or subscribe for any securities or other financial
instruments of IWC or any other entity, which shall only be made
through relevant subscription and offering documents, nor to constitute
any advice or recommendation with respect to such securities or
other financial instruments.
© Copyright 2006-2014 - Itzhaki-Weinberger
Consultants (IWC) Limited, All Rights Reserved
Itzhaki-Weinberger Consultants (IWC) Limited
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