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Funding and Assignment of Claims
A financed case has real credibility with opponents which promotes settlement. We aim to provide funding decisions within 14 working days.

ASSIGNMENT OF THE CLAIM

Step 1

Contact us with a summary of the case together with the key documents and supporting evidence.

Step 2

Optimise undertakes an initial assessment of the claim.

Step 3

Once we have all the relevant materials, the Investment Committee considers the case and provides an in-principle decision to acquire the claim.

Step 4

Agree terms of the assignment.

Step 5

Parties sign the Agreement.

Step 6

Conducting the claim.

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FUNDING THE CLAIM

Step 1

Contact us with a summary of the case, together with the key documents and supporting evidence.

Step 2

Optimise undertakes an initial assessment of the case. 

Step 3

Once we have all the relevant materials, the Investment Committee considers the case and provides an in-principle decision to fund the case.

Step 4

Agreement of terms with the applicant.

Step 5

Parties sign the Agreement.

Step 6

We contact the other side with a pre-action letter (if appropriate) so they know that Optimise is conducting the claim.

It is not necessary to obtain a Counsel’s Opinion prior to Optimise considering the suitability of a claim.

The cost of any Counsel’s Opinion which is required during the assessment process will be met by Optimise as part of the assessment process, offering a direct and tangible saving for insolvency practitioners.

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