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Omnis Annual Value Assessment Statement 2025

Posted by siteadmin on Tuesday 4th of February 2025

Today we published our sixth Omnis Value Assessment Statement, and this is now available to you and your clients on our website.

The Value Assessment Statement sets out our approach to the oversight of our funds and considers several indicators of value, in line with the FCA’s guidelines. The report tackles the details of the assessment for each of our 26 funds.

For some funds, our review has highlighted areas of potential closer monitoring, or other action that needs to be taken by Omnis. In these cases, we explain what we have done or what w...


M&G Weekly Market commentary

Posted by siteadmin on Tuesday 4th of February 2025

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OMNIS weekly market update 3rd February 2025

Posted by siteadmin on Monday 3rd of February 2025

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The Omnis Investment Club Podcast 27th January 2025

Posted by siteadmin on Monday 27th of January 2025

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OMPS: Rolling 12 month Activity

Posted by siteadmin on Thursday 23rd of January 2025

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Tax year end planning

Posted by siteadmin on Tuesday 21st of January 2025

 


 


Deadline checklist for end of tax year 24/25

Posted by siteadmin on Tuesday 21st of January 2025

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Don't miss the deadline

Posted by siteadmin on Tuesday 21st of January 2025

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Five essential tips to protect yourself from financial scams

Posted by siteadmin on Tuesday 21st of January 2025

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Five essential tips to protect yourself from financial scams

Cybercriminals use a wide range of tactics to con people out of their money. Stay one step ahead with these five crucial tips to avoid financial scams.

1. Stay informed

Knowing how to spot a financial scam is your first line of defence. Fraudsters are constantly changing their tactics so regularly educating yourself about common approaches like phishing, identity fraud and romance scams are crucial to staying one step ahead.

Action Fraud and other consumer protection orga...


The Omnis Investment Club Podcast 20th January

Posted by siteadmin on Monday 20th of January 2025

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