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Equity Premium Income (EPI) Funds
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XoomFi 
Equity Premium Income (EPI) Funds
Home
Get Started
About XoomFi
Sign-Up
XoomFi Log-In
More
  • Home
  • Get Started
  • About XoomFi
  • Sign-Up
  • XoomFi Log-In
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  • Get Started
  • About XoomFi
  • Sign-Up
  • XoomFi Log-In

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)

Download

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
111 N Market St, Suite 300, San Jose, CA 95113

Copyright © 2022-2023 XoomFi Equity Premium Income (EPI) Funds - All Rights Reserved.

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