Eoin Treacy's view

The FM WM Global Corporate Autonomies Fund-is NOW open!
Trading will start on the 27^th March

Chris Moore asked me to post the following information with regard to the launch of the Autonmies Fund for the benefit of subscribers who have expressed an interest.  
 
How to Invest?

Via a Platform:
We are in the process of being added to the following platforms:

Hargreaves Lansdown
Nucleus
Novia
AXA Elevate
Transact
Standard Life
Ascentric
Cofunds (co-funds power a number of stock broker platforms)

Whilst we are trying to get the fund added before the 27^th March, this may not be possible on all of the platforms. We would appreciate if you could email your platform to ask if they could add the fund before the 27^th March.
 
Investing Directly into the FM WM Global Corporate Autonomies Fund (This will apply to both UK and non-UK residents) 

1/ Complete the relevant application form (found on the WM Capital Management website link below) and return to Fund Partners Limited, Cedar House, 3, Cedar Park, Cobham Road, Wimborne, Dorset, BH21 7SB

2. Enclose a STERLING cheque with the application form or send STERLING via telegraphic transfer to the account on the application form.

3. For money laundering WM Capital Management may also ask you for suitable identification documentation. .

If you have any questions then please email [email protected]

You will find the following relevant forms at the end of the page via this link :
1/ Application Forms-investing directly and ISA transfer application forms
2/ Simplified prospectus
3/ Key Investor information document (KIID)
4/ Supplementary Information Document
 
Ongoing Charge Figure (OCF)
We are committed to ensuring that the charges for the fund remain low and competitive with the Ongoing Charge Figure below 0.85%. This figure includes the annual management charge (0.55%) together with the additional charges for running the fund such as custody and accountancy.  Some of the costs are fixed and therefore reduce as the size of the fund grows.  For example, if the fund starts off at £50 million then the OCF will be around 0.75% and if it then grows to £100 million then the OCF will be around 0.71% . The Key Investor Information Document shows that the OCF would be 1.02% based on a fund of only £10 million but we will ensure the OCF is capped at 0.85%.

Need Some Help?
Please ring Chris Moore directly on 07900 932779 or 0207 6538805