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Professional Terms of Use

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

About these terms

These terms govern access to and use of the Infundly website, professional-access and member areas, fund research, Research–Conviction views and marks, ratings, publications, downloads, newsletters, research discussions, booking facilities, digital tools and related online services (together, the Services).

 

By using the Services, you agree to these terms. If you create an account, request professional access or use a digital tool, we may also ask you to accept them expressly. If you use the Services on behalf of an organisation, you confirm that you have authority to bind that organisation, and “you” includes that organisation where appropriate.

 

Paid subscriptions, licences, commissioned services or other contracted arrangements may also be governed by an order form, licence agreement or separate service terms. If there is a conflict, the specifically agreed written terms take priority for that service.

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Who we are

The Services are operated by Infundly Limited, a company incorporated in England and Wales.

 

Company number: [INSERT INFUNDLY LIMITED COMPANY NUMBER]
Office: Hoxton Mix, 3rd Floor, 86–90 Paul Street, London, EC2A 4NE
Website: www.infundly.co.uk
Contact email: contact@infundl.co.uk

 

Infundly 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 personal financial advice, discretionary investment management, dealing or arranging services.

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Intended professional users

The Services 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 professional-only access, you confirm that:

 

  • you are acting in a relevant professional capacity or for an appropriate professional organisation;

  • information supplied about your role and organisation is accurate;

  • you will use the Services for professional research, due diligence or governance; and

  • you will not present Infundly content to a retail client as personal advice, approval or a recommendation from Infundly.

 

Infundly may request reasonable evidence of professional status and may approve, refuse, restrict or withdraw access.#

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What the Services provide

Services may include:

 

  • independent fund research and Research–Conviction views;

  • fund-selection, portfolio-role and manager due-diligence commentary;

  • ratings, marks, methodologies, fund-discovery tools and glossaries;

  • market commentary, long-form insights and professional publications;

  • professional accounts, downloads, alerts, meetings and demonstrations; and

  • AI-assisted research-support tools, including the Committee Note Builder.

 

Services and coverage may be added, changed, suspended or withdrawn. Selective coverage does not represent the whole investable market.

 

Use is also subject to our Risk and Regulatory Disclaimer, Privacy Notice and Cookie Policy.

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Accounts and access

You must provide accurate, current information and keep it updated. Account credentials are personal to the authorised user and must not be shared, transferred or used to give another person access. You are responsible for activity under your account and must tell us promptly if credentials or account security may have been compromised.

 

Where an organisation purchases multiple-user access, each user must have an authorised account unless the agreed terms expressly permit another arrangement. An organisation may be responsible for its users’ compliance.

 

We may apply reasonable technical limits to protect the Services, research content and intended audience.

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Limited licence and permitted use

Subject to these terms and any applicable payment or access conditions, Infundly grants you a limited, revocable, non-exclusive, non-transferable licence to access and use the relevant Services for your own organisation’s internal professional research, due-diligence and governance purposes.

 

You may download or print material only where the Service permits it and only for authorised internal use. You may quote a short, properly attributed extract in an internal committee or governance document, provided that the quotation is accurate, does not alter the meaning and retains any relevant date, rating status, risk warning and source attribution.

 

No right is granted to distribute Infundly content externally, incorporate it into client-facing material, create a derivative research product or use any mark unless Infundly has agreed this in writing.

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Prohibited use

Unless expressly authorised in writing, you must not:

 

  • share account credentials or bypass access controls;

  • copy, reproduce, republish, distribute, sell, sublicense or commercially exploit any Service or content;

  • distribute full research reports or systematic extracts outside your authorised organisation;

  • alter, remove or obscure authorship, publication date, rating status, copyright, risk warnings or proprietary notices;

  • state or imply that Infundly has approved a client, portfolio, recommendation, firm or communication;

  • scrape, crawl, harvest, index, systematically download or extract content or data, whether manually or automatically;

  • use Infundly content, methodologies, outputs or datasets to create, train, fine-tune, test, validate or enhance an artificial-intelligence model, dataset, rating system, research product or competing service;

  • reverse engineer or attempt to discover the source code, prompts, system instructions, methodology implementation or security controls of a tool;

  • upload malicious code or material that is unlawful, infringing, defamatory or outside your authority to provide;

  • probe, disrupt, overload or gain unauthorised access to a Service or related system; or

  • use the Services for unlawful activity or in breach of applicable regulation, professional duties or another person’s rights.

 
Intellectual property

The Services and their content—including research, ratings, methodologies, tools, prompts, frameworks, taxonomies, databases, images, branding, layout and software—are owned by or licensed to Infundly Limited and protected by intellectual-property laws.

 

Except for the limited licence in these terms, no intellectual-property right is transferred to you. Feedback or suggestions may be used by Infundly to improve the Services without restriction, provided we do not identify you publicly without permission.

 

“Infundly”, “Research–Conviction”, associated marks, badges and branding may be used only under an applicable written licence. Displaying an expired, suspended, withdrawn or altered mark is prohibited.

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Research and ratings

Research, ratings and Research–Conviction views reflect Infundly’s judgement, methodology, evidence and stated scope at the relevant date. They may be revised, suspended or withdrawn. They are not personal recommendations, guarantees or complete market rankings.

 

You remain responsible for checking current primary documents, completing your own assessment and determining how, if at all, content may be used within your regulated, fiduciary or governance responsibilities.

 

Asset-manager licensing of a mark or other commercial relationship is governed by separate written terms. Purchase of a licence does not confer ownership of the underlying research or a right to alter, selectively quote or continue using a rating after its permitted term or withdrawal.

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User uploads and instructions

If a tool allows you to upload documents, prompts or other material (User Material), you retain your rights in that material. You give Infundly and its contracted service providers a limited permission to host, copy, extract, transmit and process User Material only as reasonably necessary to provide, secure and support the requested Service, comply with law and enforce these terms.

 

You confirm that:

 

  • you own the User Material or have sufficient permission to provide and process it in this way;

  • its use through the Service does not breach confidentiality, data-protection, intellectual-property, market-abuse or other legal or contractual duties;

  • you have removed personal, sensitive, restricted and confidential information that is not necessary for the task;

  • your instructions are lawful and professionally appropriate; and

  • you will not use uploads to test for or extract confidential system information.

 

Do not upload inside information, retail-client files, special-category personal information, payment-card information, passwords or documents whose terms prohibit processing by third-party technology providers.

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AI-assisted tools

AI-assisted tools may extract, organise, summarise or draft material from User Material and instructions. Outputs may contain errors, omissions, unsupported inferences, incorrect citations, misclassifications or outdated information and may fail to identify a material issue.

 

You agree that:

 

  • an output is a draft research-structuring aid, not completed due diligence, investment advice or a recommendation;

  • an appropriately experienced professional must compare it with the sources and review it before use or circulation;

  • you are responsible for any editing, decision, recommendation, communication or committee paper based on it;

  • Infundly does not guarantee that a tool will read every file, preserve every nuance or produce a particular result; and

  • you will not use an output as the sole basis for an investment, regulatory, fiduciary or client decision.

 

Tool limits, accepted formats, retention arrangements and additional notices displayed in the relevant workflow also apply.#

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Meetings and professional discussions

A meeting, demonstration, webinar or research discussion does not create an advisory relationship and will not involve personal financial advice or a personal recommendation. Users should not submit a retail client’s personal circumstances for assessment.

 

Any separately commissioned research or support is subject to agreed written terms.

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Fees and paid access

Prices, taxes, billing periods, renewal, cancellation and refund arrangements for a paid service will be stated in the applicable order, licence or subscription terms. Unless those terms state otherwise, access may be withheld or suspended if an amount is overdue.

 

You are responsible for ensuring that purchase and use are authorised by your organisation.

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Service availability and changes

We aim to provide reliable Services but do not guarantee continuous, uninterrupted, secure or error-free availability. Maintenance, security events, provider failures and changes may affect access. We may modify a feature or correct, replace or withdraw content where reasonably necessary.

 

We may use limits, queues or other controls to maintain performance, security and fair use. You are responsible for maintaining suitable devices, software, connectivity, backups and cyber-security protections.#

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Suspension and termination

We may suspend, restrict or terminate access where we reasonably believe that:

 

  • you are outside the intended professional audience;

  • information supplied is inaccurate or misleading;

  • credentials have been shared or security has been compromised;

  • use threatens a Service, provider, user or third party;

  • you have breached these terms or applicable law;

  • payment is overdue under applicable terms; or

  • suspension is necessary to protect Infundly’s content, rights, reputation or regulatory position.

 

Where reasonably practicable, we will explain the reason and provide an opportunity to remedy a remediable breach. On termination, the access licence ends. Provisions intended to continue—including intellectual-property, confidentiality, liability, governing-law and accrued-payment provisions—remain effective.

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Third-party services and links

Services may depend on or link to third-party technology, publications, fund documents, data providers, asset managers or websites. Infundly does not control external services and is not responsible for their availability, accuracy, security, privacy practices or later changes. Inclusion does not necessarily imply endorsement.

 

Third-party terms may apply to your direct use of their services.

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Privacy and cookies

Our Privacy Notice explains how Infundly Limited handles personal information, including account data, professional verification and User Material. Our Cookie Policy explains our use of cookies and similar technologies.

 

You and your organisation remain responsible for complying with data-protection law when providing personal information through a Service.

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Liability

Nothing in these terms excludes or limits liability where it would be unlawful to do so, including liability for fraud or fraudulent misrepresentation, or for death or personal injury caused by negligence.

 

Subject to that qualification and to any liability provision in specifically agreed paid-service terms, to the fullest extent permitted by law:

 

  • Services and content are supplied without warranties as to accuracy, completeness, availability or fitness for a particular purpose;

  • Infundly is not responsible for investment, governance, suitability, portfolio or client decisions made using the Services;

  • Infundly is not liable for indirect or consequential loss or for loss of profit, revenue, business, opportunity, anticipated savings, goodwill or data; and

  • Infundly’s aggregate liability arising from free access or use outside a paid contract will not exceed [TBC].

 

Any financial cap for a paid subscription, licence or commissioned service should be stated in the applicable written terms. Nothing in this section removes a user’s obligation to pay charges due or liability arising from unauthorised use of Infundly’s intellectual property.

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Responsibility for breach

You are responsible for reasonably foreseeable losses, claims and costs incurred by Infundly as a result of your material breach of sections 5–11, including unauthorised redistribution, infringement, unlawful User Material or compromise caused by shared credentials, except to the extent that Infundly caused or contributed to the loss.]

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Changes to these terms

We may update these terms for legal, regulatory, security, technical or business reasons. The current version will be published with its effective date. Material changes affecting an existing paid service will be notified or handled as stated in the applicable subscription, licence or service terms.

 

Continued use after a change takes effect constitutes acceptance of the revised terms. If you do not agree, you must stop using the affected Service.

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General terms

You may not assign or transfer your rights under these terms without Infundly’s written consent. Infundly may transfer its rights and obligations as part of a genuine business restructuring, financing or sale, provided this does not materially reduce your contractual protections.

 

If any provision is held unlawful or unenforceable, the remaining provisions continue in effect. A delay in enforcing a right is not a waiver. These terms, together with documents expressly incorporated and any applicable written service terms, form the agreement governing the relevant use.

 

No person other than you, your organisation where applicable, and Infundly Limited has a right under the Contracts (Rights of Third Parties) Act 1999 to enforce these terms.

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Governing law and jurisdiction

These terms and any non-contractual dispute arising from them are governed by the law of England and Wales. The courts of England and Wales have exclusive jurisdiction, except where applicable law requires otherwise.

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Contact

Questions about these terms should be sent to:

 

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

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