Company Documents

XoomFi documents:

Master Client Agreement
Compliance Policies & Procedures
Code of Ethics
Business Continuity Plan

XoomFi Compliance Policies and Procedures_July_2023 (pdf)

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XoomFi Code of Ethics_July_2023 (pdf)

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XoomFi Business Continuity Plan_July_2023 (pdf)

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XoomFi_Master IMA_v1 07-14-2023 (pdf)

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XoomFi Advisors - SEC Registration # 314872 SEC File # 801-121438
84 W Santa Clara St, Suite 700, San Jose, CA 95113

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