How to Invest
Close OLIM UK Equity Income Fund
Individuals can invest in our unit trust through Close Brothers. A regular savings plan is available. Either fill in the application form or call the dealing line on 0370 606 6402 for more information.
If you are an IFA or Fund of Fund and wish to find out more about the Close OLIM UK Equity Income Fund either call Simon Jaffé on 020 7367 5660, email us on firstname.lastname@example.org, or fill in the contact form and we will contact you.
Charity Value and Income Fund
Registered charities can invest in this fund through Smith & Williamson. The Charity Value and Income Fund is an Unregulated Collective Investment Scheme and as such there are restrictions on the distribution and promotion of this fund. In addition, most of the protections provided by the UK regulatory system and compensation under the UK's Financial Services Compensation Scheme will not be available. To invest complete the application form.
Value and Income Trust
Investors can buy shares in The Value and Income Trust plc (ticker: VIN) through their own stockbroker.
These can be directed to Computershare, the share registrars at www.investorcentre.co.uk. Alternatively there is a dedicated Value & Income Trust phone line: 0370 703 0168.