Regulatory Disclosures

Last updated: June 2026 · Template, final wording subject to compliance sign-off.

Financial promotions are regulated in essentially every market in which advice is provided. This page sets out the framework; firm-specific authorisation details are confirmed at compliance sign-off and available on request.

Status & authorisation

Advice is arranged through regulated insurance brokerage. Firm name, regulator, reference numbers and the markets covered are confirmed per jurisdiction and provided in full on request.

Risk warnings

The value of investments can fall as well as rise and you may get back less than you put in, and your capital is at risk. Past performance is not a guide to future results.

Cross-border

Products, allowances and tax treatment vary by market. Content is intended for the audiences and jurisdictions in which it is compliant; please confirm what applies to you.

Complaints

We aim to resolve any concern quickly and fairly. The formal complaints route and relevant ombudsman or regulator details are provided on request and at the point of advice.