Terms & Conditions

TERMS & CONDITIONS

By using or accessing any part of our website, aside from the Terms and Conditions page, you agree to be legally bound by those terms and conditions. We may amend these terms and conditions at any time without notice. Your continued use of our website following any change will constitute your acceptance of such change. Our full terms and conditions can be found here.

Regulatory Information

The MitonOptimal Group (“MitonOptimal”) of companies is authorised and regulated in their respective jurisdictions, as required by law. For further details, you may visit the regional sites via https://www.mitonoptimal.com.

MitonOptimal UK Ltd (including Coram, the trading name of the funds’ division) is part of the MitonOptimal group of companies. MitonOptimal UK Ltd is registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Risk Warning

Potential investors should be aware that our models and funds may make investments in equities, bonds, cash, commodities alternative strategies and commercial property. Investors should be aware that there is no guarantee that investments will go up.  Past performance is no guide as to future performance. As the price of units and the amount of income distributed or accumulated may go down as well as up, the Manager has no obligation to redeem units at the subscription price originally paid. If you are in any doubt about the contents of these terms and conditions, you should not enter the site and consult your stockbroker, bank manager, solicitor, accountant or professional investment advisors.

If you have any questions or concerns about our website please email us at [email protected].

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Press Release: Peter Geikie-Cobb to join MitonOptimal UK Limited - MitonOptimal UK - Coram Funds

James Sullivan imageMitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios.

Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive, Balanced and Opportunities multi-asset funds. He will sit on both the local and international Investment Committees.

James Sullivan, Managing Director at MitonOptimal, commented ‘We are excited Peter is joining the team. Peter’s specialism over the years has been that of fixed income markets, but his knowledge extends far beyond just this one asset class. He will prove to be instrumental in enhancing the product offering at MitonOptimal and his vast experience garnered over 30 years will undoubtedly add value to the investment process’.

Peter Geikie-Cobb, commented ‘Having worked with the MitonOptimal team in an advisory capacity in recent times, and having known Scott Campbell and James Sullivan for many years, I am thoroughly looking forward to being involved on a full time basis’.

For all queries, please contact:

  • James Sullivan, MitonOptimal (UK) Ltd, Managing Director: +44 (0) 7971 324106
  • Mel Kennard, MitonOptimal (UK) Ltd, Director: +44 (0) 7967 603364
  • Peter Geikie-Cobb: +44 (0) 7971 502554

Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.