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Client Documents

Optimum Brochure OIM Proposition GDPR Privacy Notice Client Fee Agreement & Initial Disclosure Document Client & Fee Agreement – Mortgages and Protection

Key Investor Information Documents (KIIDs)

OIM Portfolio 1OIM Portfolio 2OIM Portfolio 3OIM Portfolio 4OIM Portfolio 5
OIM Ethical 1 OIM Ethical 2 OIM Ethical 3 OIM Ethical 4 OIM Ethical 5
OIM Passive 1 OIM Passive 2 OIM Passive 3 OIM Passive 4 OIM Passive 5
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  • Optimum Independent Financial Advisers Limited is registered in England & Wales No. 10854987 | Registered office: 8 – 9 St Peters Court, Colchester, England, CO1 1WD

    Optimum Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority

    Financial Services Register Firm Reference Number (FRN): 798611

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