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Additional Investor Information Document - OLIM Investment Managers

Additional Investor Information Document - OLIM Investment Managers 2025

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The document provides additional investor information for the CF OLIM UK Equity Trust, managed by Capita Financial Managers Limited. It outlines key details about the management team, investment manager, trustee, and regulatory compliance. The document includes important terms and conditions regarding cancellation rights, compensation eligibility, complaint procedures, voting and order execution policies, fees and expenses, as well as guidelines for ISA subscriptions. It emphasizes the importance of reading all related documents such as the Prospectus and Key Investor Information Document before investing.

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What is the key information document for stocks?

The purpose of Key (investor) Information Document KID (or KIID) is to inform retail investors about the nature and risks of the products offered by outlining of an investment product in a precise, factual and in a standardized way. In some cases, the KIDs include statistics on performance.

What is a key information document for investment funds?

Key Investor Information Documents (KIIDs) provide a summary of the key information relating to individual funds, including the risks. They have a standard format so its easier for you to compare different funds and they are updated regularly.

What is a key information document?

Information a Key Information Document must provide This covers basic items such as the name of the employment business (or agency), rates of pay, who will pay the worker, and the level of fees and deductions a worker can expect.

What is the key investor information document?

A few of these key documents are outlined below. Articles of Incorporation. Investment Teaser Deck. Non-Disclosure Agreement (NDA) Offering Memorandum. Term Sheet. Investors Rights Agreement (IRA) Stock Purchase Agreement (SPA)

What is the key investment information sheet?

The KIIS is a document that contains all the essential information you need to make an informed decision when investing in a project: loan conditions, details of the promoter and the project to be financed, the entitys financial figures and ratios, loan guarantees, etc.