Where can I find OPM valuation(s)?
Your client's Octopus Portfolio Manager (OPM) assets were transferred from Octopus Investments Limited to FundRock LGT on 5th September 2022. This means their assets are no longer held or managed by Octopus Investments Limited. FundRock have written to all OPM advisers and clients to confirm their new account details and an opening fund valuation.
FundRock LGT will now be your client's main point of contact for all transactions they wish to make on their account or for fund valuations. You can contact FundRock at the below address or by calling +44 (0) 126 844 5772. Please quote your client's new account number when contacting FundRock LGT, and they’ll be happy to help.
Fundrock Partners Ltd – LGT WM
PO Box 12391
Chelmsford
CM99 2EU