This page contains important legal information - please read it carefully before proceeding further. The information below explains the legal and regulatory restrictions in relation to the information contained on this Website and the countries in which OPM funds are authorised for sale.
 
Terms & Conditions of access to the Internet Site of OPM ("the Terms").
 
Please note that OPM Fund Management is the trading name of Smith & Pinching Portfolio Management Limited (‘SPPM’) and neither provides financial advice to private individuals. If you have any doubt whether the OPM Funds are suitable for you and you wish to receive advice you should contact a financial adviser.
Please read the Terms carefully. By accessing any page of this Website, you agree to be bound by the Terms below.
 
These Terms set out your rights and obligations and those of OPM Fund Management (and its Associates as defined in section 52 of the Companies Act 1989) ("OPM") in relation to your use of this Website. These Terms contain the full and complete understanding between OPM and you relating to this Website.
 
These Terms may be amended without notice to you. Your continued use of the Website following any changes will mean that you accept such changes.

1. Regulatory Information

OPM Fund Management is the manager of the OPM Funds which are collective schemes authorised by the Financial Services Authority of the United Kingdom ("FSA"). SPPM is registered in England and Wales under company number 1970477 and is authorised and regulated by the FSA. The registered address of SPPM is 295/7 Aylsham Road, Norwich, NR3 2RY.

2. Content of Website

Whilst considerable care has been taken to ensure the information contained in this Website is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information. All information contained in this Website is subject to change without notice.
 
OPM accept no responsibility for any information contained in any other website accessed via a hypertext link from this Website, or from which this Website is accessed via a hypertext link. No other person or company may link their website into OPM's Website without the express written permission of OPM.

3. Use of the Website

You agree that you will only use the Website in a way which is consistent with the Terms and which complies with applicable laws and regulations.

4. Product Availability

This Website is directed only at persons in the UK and is not to be regarded as an offer to buy or sell or the solicitation of an offer to buy or sell securities in any jurisdiction other than the UK. Persons resident in territories other than the UK should consult their professional financial advisers as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in OPM products described in this Website.
 
The provision of the information in this Website does not constitute an offer to purchase securities to any person in the United States or to any U.S. Person as such term is defined under the United States Securities Act of 1933, as amended.

5. Risk Warnings

Past performance is not a guide to the future. The value of investments and the income from them can go down as well as up. You may not get back the amount originally invested.
The value of overseas securities and funds linked to them will be influenced by the rate of exchange used to convert them back into the base currency of the fund.
 
Equity based investments including unit trusts should not be considered as short-term investments and should typically be held for at least five years.
 
The OPM Funds levy certain charges and expenses as described in the Simplified Prospectuses.
 
Research and analysis contained in this Website should not be construed as a recommendation to buy and sell a particular security, and anyone considering making such an investment should consult their professional financial adviser.
 
An investor seeking to invest in any investment product appearing on this Website should only do so after reading the Simplified Prospectus and/or prevailing terms and conditions. An investor should consider his/her own personal circumstances before making a decision.

6. Advice

No information contained in this Website should be construed as investment advice on the merits or suitability of OPM's products or services to the visitor.
 
OPM only provides information about its own products and services and does not give investment advice based on individual circumstances. If you have any doubt about the suitability of OPM's products or services, please consult an independent financial adviser. Commission or other remuneration as described in the relevant key features may be payable to any adviser.

7. Taxation

Except where stated otherwise, the contents of this Website are based on OPM's interpretation of United Kingdom taxation law and practice.
 
While we believe this interpretation is correct, we can give no guarantee that tax reliefs and the tax treatment of funds will remain the same in the future. The value of any tax reliefs will depend on individual financial circumstances and the individual's country of residence. If you are in any doubt about your tax position, you are advised to consult your professional financial adviser.

8. Liability

OPM accepts no legal liability for loss, damages or expenses which you may suffer or incur directly or indirectly by your accessing or use of this Website.
 
OPM reserves its right to restrict, suspend or terminate your use of this Website at any time in OPM's absolute discretion. 

9. Downloading and Copying

Providing that you do not delete, change or modify in any way any copyright notices you may download materials and information from the Website to a single personal computer or print a hard copy of the materials on the Website in order to help you, or if you are a financial adviser, your client, decide whether to invest in a OPM fund.
 
Except for this limited license you may not copy, reproduce, re-publish, upload, post, transmit or distribute any material on this Website in any way. Doing so could constitute an infringement of OPM's or third party copyright and other intellectual property rights.

10. Ownership and Copyright

The copyright in the Website and (unless otherwise indicated) its contents including all information, graphics, code, text and design are owned by OPM. Unauthorised use of this material is strictly forbidden.
 
In the event of a professional financial adviser wishing to publish or distribute written marketing or other promotional material based upon the content of this Website, he may only do so having first obtained the prior written consent of OPM.

11. Trademarks

This Website contains names and logos which are trademarks of OPM. Any unauthorised use of any of these names and logos would constitute an infringement of those trademarks and is thus forbidden.

12. Severability

In the event that any provision of these Terms is held by a court of competent jurisdiction to be invalid or unenforceable then the remainder of the Terms shall remain valid and enforceable and you nevertheless agree that any court shall endeavour to give effect to OPM's intentions as reflected in the Terms.

13. Jurisdiction and Governing Law

The Terms and any and all contracts concluded under them are governed by and shall be construed in accordance with the laws of England and Wales. You agree that any dispute arising out of the Terms or otherwise between us shall be subject to the exclusive jurisdiction of the Courts of England and Wales.

14. Linking

We do not endorse and accept no responsibility for the content of any Website not operated by OPM which you may visit by following a link from this Website or from which you follow a link to visit this Website.
 
No other Website, without the prior written permission of OPM is authorised to link to any part of this Website other than the home page nor when so linking to place, integrate or display any bar, frame or partial frame or any additional branding or graphic around the view of this Website presented to the internet user.

15. Privacy Policy

Information Collected
 
General
We do not collect any personal information from anyone who is merely visiting or browsing our Website. However, personal information may be requested from visitors who choose to respond to online surveys or who send OPM an email message. We may also record telephone calls you make to us.
 
Use of Information Collected
 
Improved Customer Service
OPM may use the information collected from visitors to its Website to address the specific needs of those visitors and to provide better customer service, including the supply of the latest information regarding OPM products.
 
Record of Communications
The information collected is also used to maintain a record of communications between OPM and its Website visitors, and to comply with any applicable legal or regulatory requirements.
 
Data Protection
The uses of your personal information are covered by the registrations of SPPM under the Data Protection Act 1998. The personal information you supply may be used to provide the service applied for. The information will be held on a database and may only be shared with and used by SPPM who are obliged by law or agreement to comply with the principles set out in the Data Protection Act. 

Are you happy to proceed?

By ticking ‘I agree to these terms and conditions’ and clicking the "Enter Site" button below you are stating that you are eligible to access this site and that you agree to be bound by all terms and conditions set out above, and you acknowledge that all the above information has been brought to your attention. The information contained in this web site is offered to you conditional on your acceptance without modification of the terms, conditions and notices contained herein. If you do not agree with these, please do not access this web site.
Each time you use the site, a condition of use is that you comply with the above terms.

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1st June 2007