FOLLOW YOUR DREAMS
BUT DON'T LEAVE YOUR PENSION FUND BEHIND
Authorised Corporate Director
Oasis Crescent Wealth (UK) Limited is authorised by the Financial Conduct Authority (with firm reference number 572395) to act as a UK UCITS Management Company. Oasis Crescent Wealth (UK) Limited is the appointed authorised corporate director of the Oasis Crescent Global Investment Funds (UK) ICVC. The contact details of the authorised corporate director can be found here.
Prior to Oasis Crescent Wealth (UK) Limited’s appointment as the authorised corporate director of the Oasis Crescent Global Investment Funds (UK) ICVC, the authorised corporate director was Oasis Global Management Company (Ireland) Limited. Since 2007, Oasis Global Management Company (Ireland) Limited was the appointed UCITS Management Company to Oasis Crescent Global Investment Fund (Ireland) Limited, which was merged with Oasis Crescent Global Investment Funds (UK) ICVC on
11 December 2020
Oasis Crescent Wealth (UK) Limited and Oasis Global Management Company (Ireland) Limited are both wholly owned subsidiaries of Oasis Crescent (UK) Limited.
The Executive Directors of Oasis Global Management Company (Ireland) Limited and the majority of the Non-Executive Directors and staff previously rendering services on behalf of Oasis Crescent Global Investment Funds (UK) ICVC have been appointed to Oasis Crescent Wealth (UK) Limited ensuring that the skills and experience of Oasis Global Management Company (Ireland) Limited in acting as a UCITS Management Company and as the authorised corporate director of the Oasis Crescent Global Investment Funds (UK) ICVC remains available to it.
The functions of the administrator and registrar of the Oasis Crescent Global Investment Funds (UK) ICVC will be undertaken by Oasis Crescent Wealth (UK) Limited and the prices of the Oasis Crescent Global Investment Funds (UK) ICVC and its sub-funds will be available here and also by phoning +44 (0)207 590 0550.
Initial applications to purchase shares in the sub-funds of the Oasis Crescent Global Investment Funds (UK) ICVC or to convert, switch or redeem shares may be made by sending a completed application form or clear written instructions to the Oasis Crescent Wealth (UK) Limited by post to 3rd Floor, 50 Hans Crescent, Knightsbridge, London SW1X 0NA, by email to firstname.lastname@example.org, by fax to +44(0) 207 590 0555 or in person at 3rd Floor, 50 Hans Crescent, Knightsbridge, London SW1X 0NA.
As an FCA authorised firm, the Oasis Crescent Wealth (UK) Limited (“the firm”) is required to comply with the FCA Client Money Rules and Client Asset Rules when handling money and assets belonging to its clients. For client money, this requires the firm to open an account with a bank on behalf of clients and ensure that clients’ money is placed in that account separately from the firm’s own money. For assets, the firm needs to ensure these are registered correctly and segregated from the firm’s own assets.
The firm utilises the FCA regulation defined delivery versus payment exemption for the purpose of settling a transaction in relation to the purchase and redemption of shares in a regulated collective investment scheme, which allows money forwarded by or due to a client to not be treated as ‘client money’ for the period up to the close of business on the business day following the date of receipt of the money.
Oasis offers a comprehensive range of regulated investment funds designed to meet the needs of socially responsible and ethical investors. These funds are managed by a qualified and experienced investment team who ensure that the management process applied to each of these funds adheres to the Oasis investment philosophy.
Through the years, the Investment manager of the Oasis funds managed a number of award winning funds and continues to be ranked by independent global rating agencies.
The Oasis funds offer simplicity, cost efficiency, flexibility, and transparency to investors. They are designed to satisfy the aims and objectives of an investor seeking income and/or capital growth through diversification across the Equity, Property and Income asset classes.
Tax-Free Savings Products
Oasis Crescent Wealth (UK) Limited offers advice to UK residents on the Individual Savings Accounts (stocks and shares ISAs) detailed below. Each ISA product provides investors tax free returns on their investments. Please consult our financial advisor on the ISA product that would be most suitable to meet your unique investment needs and objectives.
Pension planning and saving in a tax efficient manner remain important in ensuring a comfortable retirement. A personal pension product offers tax relief on your contribution at your marginal rate of tax. The basic rate taxpayer receives the relief at source, while a higher rate taxpayer and an additional rate taxpayer can reclaim further tax relief through their self-assessment when contributing to a personal pension product.
The changing working landscape has resulted in more individuals changing employment. As a result, the preservation of one’s retirement savings is crucial to ensuring a comfortable retirement.
Personal Pension Products
DAILY FUND PRICES
Oasis Crescent (UK) Limited is the holding company of a leading group of companies, which specialise in ethical and socially responsible investment management and investment administration. and wealth creation.
Seeking to Protect and Grow the Real Wealth of our Investors over the Medium to Long Term
The Oasis Group is an independent organisation that is driven by its internal stakeholders, dedicated management and multi-skilled staff. The company endeavours to provide unrivalled financial products and services to satisfy the evolving needs of our diverse clients. The unequivocal objective of the Oasis investment team is to manage our client’s investments through the application of a low volatility fund management philosophy, which seeks to protect the investment during downward market movements, whilst simultaneously striving to grow the real wealth over the medium to long term.
The application of this philosophy is epitomised in the focused management of financial assets through the utilisation of proven stock selection skills that leverage off a meticulous research process.