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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

Client Agreement - Personal

Personal Client Agreement - Basic Version

Fee Schedule

Explains the Fees that are payable by clients of OCM Wealth Management either directly or by commission offset.

Client Agreement - Corporate / Trust

Corporate Client Agreement - Basic Version

Keyfacts about our services

The following document sets out the Key facts about our services. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.

Keyfacts about the cost of our services

This document lays out our payment options and scale of charges, however we will discuss your preferences as to how we are paid when you ask us for advice.

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 (www.fsa.gov.uk/register). 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.