How we can help

SyndicateRoom will take care of the paperwork related to your EIS and SEIS submissions. After experience of working with over 100 companies we can help you save time and money. We have digitised many of the steps and will help you each step of the way.

Before your round we can help you apply for advance assurance

After the round we can submit your EIS1 to HMRC

On receipt of the EIS3s we can take care of the paperwork and post them to investors

Save money and avoid the paperwork


(S)EIS advance assurance

£100 per application

(S)EIS1 and (S)EIS3s

£100 + £10 per (S)EIS3 certificate


(S)EIS advance assurance

Advance assurance requires submitting information to HMRC regarding both the company and the structure of your funding round. HMRC sometimes ask for clarification on certain points, so the right information upfront is required for a smooth application process. This document gives the investors an indication and some trust that the round should be EIS eligible. SyndicateRoom can help you with submitting this crucial application.

How long does EIS advance assurance take?

Once you (or SyndicateRoom) has submitted your advance assurance application to HMRC you can expect it to take between 4-5 weeks to be approved from the receipt of the application. It can take longer, although HMRC try to process the application as soon as they can.

(S)EIS1

Once the funding round is successfully completed and shares are issued, SyndicateRoom sends an application to HMRC (referred to as an (S)EIS1) asking to grant investors (S)EIS tax relief.

(S)EIS3s

HMRC then sends blank (S)EIS3 forms (the certificate that investors need), which the SyndicateRoom nominee completes and returns for you. Investors can then attach them to their tax return to claim relief if they are eligible to do so.

How long does EIS1 processing take?

Once you (or SyndicateRoom) has submitted your EIS1 to HMRC, you can expect it to take between 4-12 weeks to be approved from the receipt of the application. If approved, HMRC will return an EIS2 and EIS3s for each investor. If you use SyndicateRoom, we populate online versions of the EIS3s, send them to you to sign online, and then mail them to individual investors.