1. INTRODUCTION
By continuing to use our website allocatewise.com or allocatewise.co.uk you are agreeing to the terms set out below (Website Terms), as well as to our Privacy Notice and Cookie Policy.
You should read these Website Terms, the Privacy Notice and the Cookie Policy carefully. If you don’t wish to be bound by all of these, please do not use our website.
Target user: "SRL Global provides tools and content for people interested in quantitative finance and investing" (link)
Positioning: Portfolio analysis / financial tool - "intelligence" provider, no advice
Not a regulator: "The ideas and strategies in this content are for informational and educational purposes only and do not constitute financial, investment, legal, or tax advice. SRL Global (“SRL”) is not a regulated financial institution, investment advisor, or broker-dealer. Nothing in this document should be considered a solicitation, recommendation, or endorsement of any financial product, investment strategy, or security" (link)
-> I think this is a good way to start (position ourselves similarly like a tool) and then later down the line potentially partner with platforms that explicitly state they are regulated. This way we can avoid doing it ourselves.
On methodology / front
2. TARGET USERS
Our website (allocatewise.com or allocatewise.co.uk) is operated by allocatewise Ltd. and provides tools and content for people interested in quantitative finance and investing.
We provide intelligence and insight for portfolio analysis and financial tools for users to use at their own judgement.
3. CONTENT DISPLAYED
The ideas and strategies in this content are for informational and educational purposes only and do not constitute financial, investment, legal, or tax advice.
alloca is not a regulated financial institution, investment advisor, or broker-dealer and not regulated or authorized by the FCA.
Nothing in this document should be considered a solicitation, recommendation, or endorsement of any financial product, investment strategy, or security.
We make reasonable efforts to update the content on our website, however it may be out of date at any given time. We are under no obligation to update our content and we make no representations, warranties or guarantees that the content on our website is accurate, complete or up-to-date.
Our website contains content that is for general information only and is not intended to be advice to you. If you are unsure about any of the content on the website, please seek professional or specialist advice for your particular circumstances.
4. LIMITATION OF LIABILITY
To the extent permitted by law, we exclude all conditions, warranties, representations or other terms which may apply to our website or any content on either, whether express or implied.
Nothing in these Website Terms excludes or limits our liability for death or personal injury arising from our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded or limited by English law.
We will not be liable to you for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with:
- your use of, or inability to use, our website;
- your use of, or reliance on, any content displayed on our website;
- your use of any links to other websites contained in our website; or
- any virus, distributed denial-of-service attack or other technologically harmful material due to your use (in any way) of our website.
We only provide our website for domestic and private use. You agree not to use our website for any commercial or business purposes, and we have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.
5. THIRD PARTY LINKS AND RESOURCES IN OUR WEBSITE
Our website may contain links to other websites and resources provided by third parties. These links are provided for your information only and we have no control over the contents of those websites or resources.
6. APPLICABLE LAW
Your use of our website and any dispute arising out of that use is subject to the laws of England and Wales, and the courts of England and Wales will have exclusive jurisdiction.