How to invest with us

We have a range of collective investment schemes (unit trusts) and segregated mandates that cater for discerning private clients, independent financial advisers, etc family offices and institutional clients around the globe. To invest into our funds you may do so directly or via most of the platforms.

 

Client Portfolio Management and DFM Services

MitonOptimal International offers a wide range of efficient investment management services, including bespoke portfolio, tailored and DFM management options, based on each clients preferences, investment pot and proposed mandate. For further information and to receive a no-cost proposal, please contact us via email: [email protected] or telephone: +44 1481 740044

International (Offshore) Funds

Investing via a platform:

Should you wish to invest in our funds via a platform, kindly contact us and we will assist you.

Investing directly:

Fund Investment Application Form

2.00 MB – Last Updated: December 1, 2016

  • Complete and sign the application form above.  Applications may initially be faxed, however, the Administrator is unable to process any application until it is in receipt of a duly completed original application form.
  • Applications for Units must be received by the Manager in the respective jurisdiction by 3.00pm (Guernsey time) on the Monday prior to the Dealing Day (Wednesday). Any application form received after 3.00pm (Guernsey time) will be dealt on the following Dealing Day.
  • Communications to the Manager must be sent to:

JTC Fund Solutions (Guernsey) Limited
PO Box 156
Dorey Court
Admiral Park
St Peter Port
Guernsey
Channel Islands
GY1 4EU

Telephone: +44 (0) 1481 702400 (Fund Administrator – Investor Services Department)
Facsimile: + 44 (0)1481 734546
Email: [email protected]

Address

MitonOptimal Portfolio Management (CI) Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) and MitonOptimal Guernsey Limited (Registration No. 40985) are licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.

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