Risk and Regulatory Disclaimer

Infundly Limited
For professional investment decision-makers only
Last updated: 18 August 2026

Important information

This disclaimer applies to the Infundly website, professional-access and member areas, fund research, Research–Conviction views and marks, ratings, fund-selection notes, portfolio-role notes, market commentary, publications, downloadable material, newsletters, digital tools, research discussions and related services.

About Infundly

Infundly Limited provides independent fund research, research-conviction views and ratings, due-diligence context, fund-discovery resources, professional publications and research-support tools for professional investment decision-makers.

Infundly Limited is not authorised or regulated by the Financial Conduct Authority. It does not provide services to retail clients and does not provide personal financial advice, discretionary investment management, dealing or arranging services.

Infundly Limited
Company number: 17418582
Office: Infundly Limited, Hoxton Mix, 3rd Floor, 86–90 Paul Street, London, EC2A 4NE

Intended professional audience

Infundly content and tools are intended for professional fund selectors and allocators, including professional advisers, regulated firms, discretionary fund managers, MPS teams, wealth managers, platforms, banks, institutional investors, family offices, charity trustees operating through appropriate governance processes, investment committees and asset-management professionals.

They are not intended for retail investors or individual consumers seeking personal investment advice. By requesting or using professional-only access, users confirm that they are acting in a professional capacity and will use the material for professional research, due diligence or governance—not as a personal investment recommendation.

Retail investors should not rely on Infundly content when making investment decisions and should consult an appropriately authorised financial adviser where advice is required.

Research and information—not personal advice

Unless expressly identified as a communication prepared and distributed on an appropriate lawful basis, Infundly content is provided for professional information, research, education, governance discussion and due-diligence support. It is not intended to constitute:

personal financial advice or a personal recommendation;
an offer, invitation or solicitation to buy, sell, subscribe for, redeem, switch, hold or otherwise transact in an investment;
discretionary investment management, dealing or arranging activity;
a client-specific suitability assessment or instruction to act;
a guarantee of performance, capital preservation or a particular outcome; or
tax, legal, accounting or regulatory advice.

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

Research, ratings and Research–Conviction views

Infundly may publish research, opinions, ratings, Research–Conviction views or marks, portfolio-role notes, fund-selection notes, market observations and manager due-diligence assessments. These are expressions of research judgement at the stated date and within the stated scope. They are not instructions to invest and do not establish that a fund or strategy is suitable for any investor, mandate, client or portfolio.

Ratings and Research–Conviction designations reflect Infundly’s methodology and available evidence. They are not credit ratings, guarantees, complete rankings of the market or predictions that one investment will outperform another. Coverage is selective by design. The absence of coverage or a rating is not a negative assessment.

Research may be revised, suspended or withdrawn without notice when information, personnel, portfolios, organisations, market conditions or Infundly’s assessment changes. Users should check the publication date and whether a more recent version is available.

Research scope and evidence limitations

Infundly research is not an audit, assurance engagement, legal review or exhaustive verification exercise. It may draw on information supplied by asset managers, public documents, meetings, data providers and other sources believed to be relevant. Infundly may not independently verify every statement or data point.

The depth and availability of evidence can vary between funds. Judgements may therefore involve uncertainty, incomplete evidence and qualitative assessment. Any figures, performance history, holdings, yield, charges, capacity, assets, classifications or other data should be checked against current primary sources before professional reliance.

Licensing, commercial relationships and conflicts

Infundly may charge asset managers or other organisations fees for licences to use an Infundly Research–Conviction mark, for commissioned research-related services, or for other clearly defined commercial arrangements. This creates a potential conflict of interest.

Infundly’s research conclusions and eligibility for a Research–Conviction designation are intended to be determined through its research process, not by whether a manager purchases a licence. A licence permits specified use of a mark or research material; it does not convert the underlying research into a recommendation or guarantee continued coverage or rating status.

Where a commercial relationship is material to a publication or designation, Infundly should disclose it in an appropriate and accessible way. Professional users should consider such disclosures as part of their own assessment.

AI-assisted tools and generated drafts

Infundly tools, including the Committee Note Builder, may use automated or artificial-intelligence technology to extract, organise, summarise and draft material from documents and instructions supplied by a user.

Outputs:

are based principally on the material supplied and may not include later, external or contradictory information;
may contain errors, omissions, unsupported inferences, misclassifications or outdated information;
may fail to identify a material risk, inconsistency or evidence gap;
are research-structuring aids, not completed due-diligence assessments, investment advice or recommendations; and
must be checked against the source documents and reviewed by a suitably experienced professional before use, circulation or presentation to a committee.

Users remain responsible for ensuring they are authorised to upload documents and for removing unnecessary personal, confidential, restricted or market-sensitive information. Infundly does not accept responsibility for decisions made from an unreviewed generated draft.

Investment risk

The value of investments and income from them may fall as well as rise. Capital is at risk, and investors may receive less than the amount invested. Past performance is not a reliable indicator of future results.

Investment outcomes may be affected by market movements, liquidity, valuation uncertainty, currency changes, inflation, interest rates, credit events, leverage, derivatives, concentration, political or regulatory developments, operational failures and other factors. Different funds, strategies and structures have materially different objectives, risks, costs, liquidity arrangements and investor protections.

Forecasts, scenarios, target returns, modelled outcomes and forward-looking statements are uncertain and are not guarantees.

Portfolio-role and market commentary

Descriptions of potential portfolio roles, market conditions or strategic considerations are generic and contextual. A strategy that may perform a useful role in one mandate may be inappropriate in another. Infundly does not know or assess an individual investor’s objectives, financial circumstances, knowledge, experience, risk tolerance, capacity for loss, tax position or time horizon.

Professional users must consider the full portfolio, mandate, client profile, liquidity needs, operational constraints, costs, legal restrictions and applicable governance requirements.

Accuracy, completeness and timeliness

Infundly aims to produce clear, balanced research based on sources believed to be reliable at the relevant time. It does not warrant that content, data, opinions, forecasts, tool outputs or third-party material is complete, error-free, current or suitable for a particular purpose.

Website and research content may not be updated immediately when circumstances change. Users should obtain current documents and verify material facts before relying on an output in a professional process.

Tax, legal, accounting and regulatory matters

Infundly does not provide tax, legal, accounting or regulatory advice. Laws, regulation and tax treatment can change and may apply differently according to the circumstances. Professional users should obtain suitably qualified advice where these matters affect a decision, client communication or governance process.

Third-party information and external links

Infundly material may include or link to third-party publications, fund documents, data providers, asset managers, platforms or websites. These are provided for context or convenience. Infundly does not control third-party services and is not responsible for their availability, security, privacy practices, accuracy or later alteration. Inclusion of a source or link does not necessarily constitute endorsement.

Discussions, meetings and support

Research calls, demonstrations, meetings, webinars and support discussions are provided in the same professional research context as the relevant Infundly service. They do not become personal advice, a recommendation or an instruction to transact merely because they are interactive. Users should not provide retail-client personal circumstances for assessment.

Liability

Any liability under a paid subscription, licence or contracted service is governed by the relevant written terms. For publicly available content and material supplied outside a contracted service, Infundly excludes warranties and liability to the fullest extent permitted by law for loss arising from use of, or reliance on, the website, research, ratings, marks, tool outputs, discussions or third-party links.

Nothing in this disclaimer excludes or limits liability where doing so would be unlawful, including liability for fraud or fraudulent misrepresentation, or for death or personal injury caused by negligence.

Changes to this disclaimer

Infundly may update this disclaimer when its research, tools, commercial arrangements or legal position change. The current version will be published on www.infundly.co.uk with its effective date.

Contact

Questions about this disclaimer should be sent to:

Email: contact@infundly.co.uk
Post: Infundly Limited, Hoxton Mix, 3rd Floor, 86–90 Paul Street, London, EC2A 4NE