Disclosure

Important information

The information provided on this website and through our platform is intended to help investors understand our services, investment strategies, and the opportunities available to them.

Information should be considered together with the specific terms, disclosures, and investment documentation applicable to the portfolio or service you are considering.

Not personal investment advice

Information provided through this website is general and educational in nature. It does not constitute personal investment, financial, legal, or tax advice.

An investment that may be appropriate for one investor may not be appropriate for another. Before investing, you should consider your objectives, financial circumstances, investment experience, and tolerance for risk. You should obtain independent professional advice where appropriate.

Performance and investment objectives

Investment objectives, target returns, historical performance, and other figures presented on the platform are provided for information only and should not be interpreted as a promise or guarantee of future results.

Past performance is not a reliable indicator of future performance. Actual results may differ materially from historical results, projections, targets, or expectations.

The value of investments can rise or fall, and investors may receive less than the amount originally invested.

Investment value

The value of an investment may change as the underlying investments and financial markets change. The value shown for a portfolio represents its value at the applicable valuation point and should not be regarded as a guaranteed amount that can be realised on withdrawal.

The amount ultimately received by an investor may be affected by market conditions, investment performance, applicable fees, liquidity, and the terms governing the relevant investment.

Liquidity and withdrawals

Not all investments can be sold or withdrawn from immediately. Each portfolio has its own liquidity and dealing terms, which may include specified dealing periods, notice requirements, or other conditions.

Investors should review these terms carefully and ensure that they are comfortable with the expected investment period before committing capital.

Private and alternative investments

Certain investment strategies may include exposure to private companies, private markets, alternative assets, or other less-liquid investments.

These investments may offer access to different sources of potential return and diversification, but can also involve additional risks, including limited liquidity, valuation uncertainty, complexity, and longer investment horizons.

Where applicable, the relevant portfolio information will describe the nature and risks of the investment exposure.

Investment risk

All investments involve risk. Investment outcomes may be affected by market movements, economic conditions, interest rates, inflation, currency movements, liquidity, credit conditions, and other factors.

Diversification can help manage certain investment risks but cannot eliminate the possibility of loss.

There is no guarantee that an investment will achieve its stated objective or that an investor will recover the amount originally invested. In some circumstances, an investor may lose a substantial portion or all of their investment.

Availability and eligibility

Investment services and individual portfolios may not be available to every investor. Eligibility depends on factors including the investor's circumstances, the nature of the investment, and the laws and regulations applicable to the investor's jurisdiction.

Additional eligibility, suitability, identification, or documentation requirements may apply before an investment service can be provided.

Review the relevant information

Before investing, you should review the information provided for the relevant portfolio, including its objectives, investment strategy, risks, fees, liquidity terms, and other applicable conditions.

If you do not understand an investment or its associated risks, you should seek independent professional advice before proceeding.