Please read the important information below.
The information on this site is for information purposes only and is directed at persons in the UK and is not to be regarded as an offer to buy or sell, or the solicitation of any offer to buy or sell securities or investments in any jurisdiction other than the UK. Persons resident in territories other than the UK should consult their professional advisers as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in products described on this web site.
Past performance is not a reliable indicator of future results. The value of an investment and any income from it can go down as well as up and you may not get back the amount originally invested. Changes in inflation, interest rates and the rate of exchange may have an adverse effect on the value, price and income of investments.
OLIM Limited does not provide advice on investing in the shares of Value and Income Trust plc, in the units of the SVS Albion OLIM UK Equity Income Fund or in the units of the Charity Value and Income Fund. Any decision to invest should be on the basis of advice from an authorised financial adviser and in conjunction with the latest fund documents.
The information contained on this web site is based upon our understanding of current law and HM Revenue & Customs practice, which are both subject to change. Individual tax positions will depend on personal circumstances and you are recommended to seek advice from a professional adviser.
Telephone calls and electronic communications are recorded to comply with our legal and regulatory obligations.
We accept responsibility for the information on this web site. To the best of our knowledge and belief (having taken all reasonable care to ensure that such is the case) the information on this web site is in accordance with the facts and does not omit anything likely to affect the import of such information.
This web site is subject to regular update and revision. While we attempt to ensure the correctness and timeliness of all material posted on the web site, we take no responsibility for errors or omissions which are the result of technical causes, or otherwise. We maintain the right to delete or modify in part or in full any information on this web site without any prior notice.
COPYRIGHT AND TRADEMARK
All material presented at this web site, unless specifically indicated otherwise, is under copyright to OLIM Limited, its subsidiaries and any associated companies. The material is freely downloadable for browsing purposes only. None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, or distributed to any other party, without the express written permission of OLIM Limited. All trademarks, service marks and logos used on this web site are trademarks or service marks of OLIM Limited or one of its associates or other entities.
OLIM Limited has not reviewed any of the web sites which link to this web site or to which this web site links and is not responsible for the content of any other web sites or pages linked to or linking to this web site. Such links are provided solely for your convenience and information. Following links to any other web sites or pages shall be at your own risk.
OLIM Limited is authorised and regulated by the Financial Conduct Authority and is a subsidiary of Albion Capital Group LLP.
1 King’s Arms Yard
Registration No. 1973219 England and Wales. Registered Office as above.
Olim Investment Managers is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.
Olim Investment Managers may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 12/06/17.
What we collect
We may collect the following information:
- name and job title
- contact information including email address
- demographic information such as postcode, preferences and interests
- other information relevant to customer surveys and/or offers
What we do with the information we gather
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
- Internal record keeping.
- We may use the information to improve our products and services.
- We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided.
- From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
Links to other websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
Controlling your personal information
You may choose to restrict the collection or use of your personal information in the following ways:
- whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes
- if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at email@example.com
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.
You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to 15 Berkeley Street, London W1J 8DY.
If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.
If you have a complaint
You may voice your concerns and how we could resolve the matter by contacting your OLIM investment manager or the Head of Compliance using the contact details below.
Head of Compliance
OLIM Limited, 1 King’s Arms Yard, London, EC2R 7AF
020 7367 5660
Wherever possible, we will attempt to resolve the matter during your initial telephone call to us, or we may attempt to call you where appropriate. Where a more detailed investigation is required, or we have been unable to speak with you, we will acknowledge your complaint in writing within five working days of receiving it. Where possible, we will provide you with a full response within this acknowledgement letter.
Complaints that require further investigation
We will always try to resolve your complaint as quickly as possible, however sometimes this is not possible. If we do not reach a decision in time to include it in your acknowledgement letter, or it was necessary to carry out additional investigations (e.g. listening to recorded calls or awaiting additional information), we will explain why and let you know when we will next contact you.
In the unlikely event that we have not finished investigating your complaint eight weeks after we received it, we will send you a further letter to explain why we have been unable to reach a decision and let you know when you can expect our final decision. At this point, if you wish and you are eligible, you can forward your complaint to the Financial Ombudsman Service.
Once we have fully investigated the matter, we will write to you confirming our decision, how it was reached and any offer of redress where this is appropriate. Should you be unhappy about our response, if eligible, you may refer the matter to The Financial Ombudsman Service (FOS) which is an independent arbitration service provided free for consumers.
Should you be dissatisfied with our response you may contact the FOS within six months (unless informed otherwise), using the contact details below:
Entity: Financial Ombudsman Service (FOS)
Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Telephone: 0800 023 4567 or 0300 123 9123