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Documents for download
Documents for download

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Document Name

Description

PDF

Fee Schedule

The fee schedule sets out what our standard fees are to become a strategic client.

PDF

Sample Fee Agreement

This sample fee agreemnet sets out what is contained and agreed at inital meeting with the client before any chargeable work is commenced. All detail is documented and signed by both parties to ensure they are happy with the structure of the services offered and what is being charged.

PDF

Client Agreement Terms of Business

Sample of a standard client agreement that all clients sign at the beginning of the information gathering process.

PDF

Advisory Process Overview

This document explains how OCM Wealth Management interacts with its clients and clearly defines each service level that is offered to its customers.

PDF

Client Charter

The Client Charter clearly sets out our commitment to clients.

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.



Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

OCM Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 418826

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.