Marketing Disclaimer

Capital Generation Partners LLP (“CapGen”) is authorised and regulated by the Financial Conduct Authority (the FCA”) and is registered as an Investment Adviser by the US Securities and Exchange Commission. Any marketing materials provided by CapGen, our affiliates or any person associated with us or our affiliates (the CapGen Parties”), whether orally or in writing (together the Materials”), are made available only to persons within the definition of Professional Client or Eligible Counterparty in the FCA’s Handbook of Rules and Guidance (the FCA Rules”) and should not be relied or acted on by any other person.

The Materials are confidential and for the attention of the addressee only (the Intended Recipient”) and may be copied, reproduced or disclosed to any third party only with CapGen’s prior written consent. All intellectual property and moral rights arising out of the Materials are the exclusive property of CapGen and CapGen may require the prompt destruction, deletion or return of any of the Materials. 

Any Intended Recipients that become clients of CapGen (“Clients”) are reminded that their relationship with CapGen is not governed by the Materials, but by the terms of the final legal documents entered into (including, without limitation, terms relating to Confidentiality”, Intellectual Property” and Indemnity and Exclusion of Liability”).

No reliance may be placed on the accuracy or completeness of any information contained in the Materials. The views expressed in the Materials are those of the author at the time of writing and are subject to change without notice or obligation to update an Intended Recipient. The CapGen Parties are entitled to rely on any information in the Materials based on and/​or sourced from third parties and are under no duty to verify its accuracy. The Materials do not constitute a research recommendation for the purposes of the FCA Rules.

The Materials are not an offer, or a solicitation of an offer, to buy or sell any particular security, strategy or investment product. Nor do the Materials constitute investment advice. Past performance of investments is not indicative of future results and actual outcomes may differ materially.

The value of investments referred to in the Materials and their income may go down as well as up. If you choose to invest in any product referred to in the Materials, your capital will be at risk and you may lose some or all of your investment. The Materials are not intended to provide, and should not be relied on, for accounting, tax, legal or regulatory advice.

ARC sourced data

ARC Private Client Indices (“PCI”) are based on historical information and past performance is not indicative of future performance. PCI are computed using a complex calculation and the results are provided for information purposes only and are not necessarily an indicator of suitability for your specific investment or other requirements. ARC does not guarantee the performance of any investment or portfolio or the return of an investor’s capital or any specific rate of return. ARC accepts no liability for any investment decision made on the basis of the information contained in this report. You should always complete your own analysis and/​or seek appropriate professional advice before entering into an agreement with any PCI Data Contributor. The content is the property of ARC or its licensors and is protected by copyright and other intellectual property laws. Use of the information herein is governed by strict Conditions of Use as detailed on www​.sug​ges​tus​.com.