RISK DISCLAIMER

Important information

This Risk Disclaimer applies to the Infundly website, member areas, research pages, fund research, research-conviction views, long-form insights, market commentary, governance content, downloadable materials and any related online booking or access services.

Infundly is a trading name of AdmansPraxis Limited. Infundly provides independent fund research, investment research commentary and investment governance support for professional users. Infundly is not authorised or regulated by the Financial Conduct Authority (FCA).

Infundly does not provide personal financial advice, investment management, arranging services, regulated recommendations or client-specific suitability assessments.

Intended audience

Infundly content is intended for professional advisers, regulated firms, discretionary fund managers, MPS teams, wealth managers, institutional investors, family offices, charity trustees acting through professional governance processes, investment committees and other professional investment decision-makers.

Infundly content is not intended for retail clients or individual consumers seeking personal investment advice. Retail investors should not rely on any information published by Infundly when making investment decisions.

By accessing professional-only or gated content, users confirm that they are using the material for professional research, governance or due-diligence purposes and not as a personal investment recommendation.

No investment advice, recommendation or financial promotion

All Infundly content is provided for general information, professional research, education, governance discussion and due-diligence support only.

Nothing on the Infundly website or in any Infundly material constitutes, or should be treated as:

investment advice, personal financial advice or a personal recommendation;
investment management, arranging activity or regulated advice;
an invitation, inducement, solicitation or offer to buy, sell, subscribe for, redeem, switch, hold or otherwise transact in any investment;
a recommendation to allocate to, reduce exposure to, tilt towards or tilt away from any fund, investment product, asset class, issuer, provider, platform, DFM or MPS service;
tax, legal or accounting advice.

Professional users remain responsible for their own due diligence, product governance, suitability assessments, investment approvals, client communications and client outcomes. Any regulated advice, suitability assessment, portfolio decision or client recommendation must be made by an appropriately authorised person or firm.

Investment risk

The value of investments may fall as well as rise, and capital is at risk.
You or your clients may get back less than the amount originally invested.
Past performance is not a reliable indicator of future results.
Income from investments is not guaranteed and may fluctuate.
Market conditions, liquidity, valuation, currency movements, inflation, interest rates, credit risk, political events and other factors can affect investment outcomes.
Different funds, strategies and investment structures can carry materially different risks, costs, liquidity profiles and operational features.

Research, ratings and research-conviction views

Infundly may publish research, analysis, research-conviction views, ratings, fund commentary, portfolio role notes, market observations and manager due-diligence perspectives. These outputs are expressions of professional research judgement at the time of publication and are not recommendations, rankings or instructions to invest.

Research-conviction views or ratings should not be interpreted as a statement that any fund or strategy is suitable for any investor, client, mandate or portfolio. They are intended to support professional research and governance discussion, not to replace the user’s own analysis, approval process or regulated responsibilities.

Views, ratings, opinions, data and analysis may change without notice as new information becomes available or market conditions change.

Accuracy, completeness and timeliness

Infundly aims to provide information that is balanced, clear and based on sources believed to be reliable at the time of publication. However, Infundly does not guarantee the accuracy, completeness, relevance or timeliness of any information, data, opinion, forecast, figure, factsheet reference or third-party material.

Any figures, performance data, holdings information, charges, yields, ratings, sector classifications or other data points should be checked against primary sources before being relied upon in a professional process.

No reliance by retail investors

Infundly content is not designed to assess, and does not take account of, any individual’s personal objectives, financial situation, knowledge and experience, risk tolerance, tax position, vulnerability status, time horizon or wider circumstances.

Retail investors or individual consumers who are unsure about an investment decision should seek guidance from a qualified, authorised financial adviser who can consider their full circumstances.

Tax, legal and regulatory considerations

Tax treatment depends on individual and client circumstances and may change. Infundly does not provide tax, legal, accounting or regulatory advice. Professional users should obtain appropriate advice where tax, legal, regulatory or accounting considerations are relevant to their decisions, client communications or governance process.

Third-party content and external links

The Infundly website may include links to third-party websites, publisher articles, factsheets, fund documents, data providers, asset managers, platforms or other external sources. These links are provided for convenience and context only.

Infundly does not control external websites and is not responsible for their content, accuracy, availability, security, privacy practices or subsequent changes. Inclusion of a third-party link does not imply endorsement unless expressly stated.

Member access, booking services and discussions

Any member access, booking facility, video meeting, research discussion or consultation made available through Infundly is intended for professional users only. Such discussions are for research, governance, due-diligence and professional context. They do not constitute personal financial advice, a personal recommendation, investment management, arranging activity or an instruction to act.

Limitation of liability

To the maximum extent permitted by law, Infundly and AdmansPraxis Limited accept no liability for any direct, indirect, incidental, consequential or other loss arising from or connected with use of, access to, or reliance on Infundly content, the website, member materials, research outputs, third-party links or related services.

Nothing in this disclaimer excludes or limits liability where it would be unlawful to do so.

Updates to this Risk Disclaimer

Infundly may update this Risk Disclaimer from time to time. Any updated version will be published on the website. Continued use of the website or related services after publication of an updated disclaimer will be treated as acceptance of the updated terms.

Contact

If you have any questions about this Risk Disclaimer, please contact: privacy@infundly.co.uk

Last updated: June 2026

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