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We have included the optional wording of an executive summary in the cover letter given that, in our experience, HMRC have accepted brief (i.e. One of the most important documents that you must submit along with the application is a business plan or pitch deck, which explains the company’s business. You should then confirm whether the application for advance assurance is being made to SEIS, EIS or both. You should identify the company by name and include its company number in bold at the top of the letter so that HMRC can quickly identify the company making the application. The cover letter will need to be submitted alongside all necessary supporting documentation, including the SEIS and / or EIS checklist(s) which were introduced by HMRC in October 2019.Īs a matter of good presentation and practice, you should ensure that the covering letter is submitted to HMRC on the company’s headed notepaper / letterhead, as this helps to give the application a professional touch. We have drafted the template so that it sets out the most important information that HMRC require in order to consider an application for advance assurance. Our cover letter template can be used when submitting an application for advance assurance pursuant to either the Seed Enterprise Investment Scheme (‘ SEIS’) or the Enterprise Investment Scheme (‘ EIS’), or both.
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This guide aims to set out how to explain the key points and information to be included within our advance assurance cover letter template. Guide to The Jonathan Lea Network’s Advance Assurance Application Cover Letter Template Last updated on March 22nd, 2021 at 11:46 am