What Is An OEIC?
Open-Ended Investment Companies are the modern day equivalent of the unit trust. From an investor's perspective they are very similar to unit trusts. The main difference is that OEICS normally have a single price for buyers and sellers and the charges are shown separately. A unit trust will often have a separate buying and selling price which is referred to as the bid/offer spread.
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THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Your First Meeting is at our Expense
The briefing stage of our Wealth Architecture Program ( see our process chart here )
is an opportunity for us to get to know you better and for us both to assess if we would like to work together.
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.