How to Invest
Segregated Portfolios
Clients wishing to discuss further their requirements are welcome to contact us. Either call Andrew Impey on 020 7439 4400, email us on contact@olim.co.uk, or fill in the contact form and we will contact you.
CF OLIM UK Equity Trust
Individuals can invest in our unit trust through Capita Financial. A regular savings plan is available. Either fill in the application form or call 0845 608 0950 (www.capitafinancial.co.uk).
If you are an IFA or Fund of Fund and wish to find out more about the CF OLIM UK Equity Trust either call Simon Jaffé on 020 7439 4400, email us on contact@olim.co.uk, or fill in the contact form and we will contact you.
Charity Value and Income Fund
Registered charities can invest in this fund through Smith & Williamson. The Charity Value and Income Fund is an Unregulated Collective Investment Scheme and as such there are restrictions on the distribution and promotion of this fund. In addition, most of the protections provided by the UK regulatory system and compensation under the UK's Financial Services Compensation Scheme will not be available. To invest complete the application form.
Alternatively if you would like more information prior to investing either call Angela Lascelles on 020 7439 4400, email us on contact@olim.co.uk, or fill in the contact form and we will contact you.
Value and Income Trust
Investors can buy shares in The Value and Income Trust plc (ticker: VIN) through their own stockbroker. Application forms for investing via an ISA or Share Plan may be downloaded from the OLIM Literature page.
Shareholder queries
These can be directed to Computershare, the share registrars at www.investorcentre.co.uk. Alternately there is a dedicated Value & Income Trust phone line: 0870 703 0168.
Planholders (via ISA/Share Plan)
Please contact the Administrators, Aberdeen Investment Trust Administration:
Investor Helpline Freephone: 0500 00 00 40
Brochure Request Line Freephone: 0500 00 40 00