Edgefolio has separate terms for Investors and Fund Managers. Please read the terms that are relevant to you.
Edgefolio - Investor Terms for Web Service
These terms apply where you have requested access to our website as an investor, and we have granted you access by issuing a login to your staff.
You will be deemed to have accepted this agreement where any of your staff use their login to access our website.
1. Amendment: We may amend the terms of this agreement by giving 7days' written notice to you. Each amendment will be deemed binding (even where not supported by further consideration) where any of your staff subsequently use their login to access our website.
2. Risk Warning: You acknowledge the following:
- investment involves significant risk of loss as well as gains;
- past performance is not indicative of future results.
3. Regulatory Compliance: The information on our website is not intended for use by, or circulation to, any person or entity in a jurisdiction where access to, or use of this information is not permitted.
4. UK Users Provision: The information on our website is intended for persons that are legally permitted to invest in alternative collective investment schemes, namely those who qualify as Professional Clients and Eligible Counterparties as according to FCA rules and those who are contained within the persons described in COBS 4.12 of the FCA Handbook.
5. Use: You may only use our website in the manner permitted by its ordinary operation.
- Where our website permits you to download our data (or the data licensed to us by third parties), you may only use this downloaded data within your organization.
- Where our website permits you to upload and distribute data licensed to you by a third party, then you may only do this where you (and your recipients) have been granted the necessary rights by the third party.
- Where our website permits you to upload and distribute your own data, you may do so in the manner permitted by the ordinary operation of our website.
6. Use Restrictions: You shall not:
- download or copy any data from our website other than data which is available for download by the ordinary operation of the tools on our website;
- distribute to third parties any of the data available from our website other than where expressly permitted by this agreement;
- use our data (or the data licensed to us by third parties) to create any derivative work;
- permit anyone other than the permitted users within your organization to use the logins for our website;
- provide any third party with access to our website;
- attempt to disrupt our website, or the computer systems used to make our website available;
- attempt to access our computer systems or those of our suppliers, other than as part of your permitted use of our website.
7. Uploaded Data: Where you upload to our website your data or data licensed to you by a third party, we shall not use this data for our own purposes nor make it available to any third party.
8. Tracking: We may collect information about your use of our website. We may use this information for one or both of the following purposes:
- to inform fund managers and similar third parties of your usage;
- to improve the services which we provide through our website.
9. Logins: You shall keep all the logins of your staff secure, and shall notify us immediately where they become known to anyone else.
- We may terminate a login without notice, where we reasonably believe that it has been compromised or is not being used in compliance with this agreement.
- We may also suspend all your logins where we reasonably believe that you have breached this agreement. We may continue any suspension until the breach has been remedied to our satisfaction.
- Where you are using our website on a free trial, we may terminate one or more of your logins (including all your logins) without notice.
10. No Investment Advice: You acknowledge that our website provides information, but not investment advice.
11. Reliance: You acknowledge that the information contained on our website does not provide a sufficient basis for making a fully informed decision.
12. AIFMD: Nothing on our website is to be construed as an offering or an invitation to make an offer to subscribe for a particular investment.
13. Accuracy: You acknowledge that the dynamic data (green dot) and the static data (grey dot) on our website are provided by third parties and that we are not responsible for the accuracy or completeness of this data.
14. Availability: We shall use reasonable endeavors to keep our website available to you. But you acknowledge that you are not relying on our website to be available at all times nor at any particular times.
15. Data Storage: Although you may store data on our website for your convenience, you acknowledge your responsibility for retaining a backup copy of this data on your own systems. We may impose a data storage limit by giving you 7 days' notice of this limit.
16. Viruses and Malware: You acknowledge your responsibility to maintain appropriate technical and organizational measures to protect your IT systems against the risk of viruses or malware from external websites (including our website).
17. Links: Our website may contain links to third-party websites and services. You acknowledge that we are not responsible for the accuracy, reliability or completeness of the content contained on any third-party website that is linked to on our website.
18. Implied Terms: Any implied term, condition or warranty is excluded from this agreement, but only where the exclusion is permitted by law.
19. Morningstar Disclaimer: In respect of the static data (grey dot) but without prejudice to the 'Use' section above, you agree to the following disclaimer from Morningstar UK Ltd:
- "All Rights Reserved. The information, data, analyses, and opinions ("Information") contained herein: (1) include the confidential information and proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decisions except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up."
20. Indemnity: You shall indemnify us for all liabilities which we incur (including reasonable legal costs) as a result of either of the following:
- the data which you upload to our website or which you subsequently distribute infringes the rights of anyone or breaches applicable law;
- the branding which you use on the customizable parts of our website or on reports generated by our website infringes the rights of anyone.
21. Limitation of Liability: The damages payable by us in connection with this agreement (including for breach of this agreement or a duty of care, or for misrepresentation) exclude damages or losses arising from:
- investment decisions made by you;
- loss of data which you store on our website;
- loss of revenue or profit;
- loss of goodwill or reputation;
- liabilities to third parties;
- your special circumstances (even if those circumstances were known to us).
The damages payable by us in connection with this agreement are limited to an aggregate total of £1,000. This limit applies irrespective of the number of claims and whether the individual claims are for breach of this agreement or a duty of care, or for misrepresentation.
22. Termination:
We may terminate this agreement by giving written notice to you where: - you are in breach of this agreement; - you are using our website in a way that causes risk of harm or loss to us or other users.
You may terminate this agreement where we are in breach of this agreement and have failed to remedy that breach to your reasonable satisfaction within 14 days of being sent a written notice to do so.
Where you are using our website on a free trial, either of us may terminate this agreement by giving 7 days' written notice to the other.
23. Effect of Termination: On termination of this agreement, you shall cease to use our website and we may cancel all your logins.
24. Publicity: Unless you notify us otherwise in writing, we may identify you as a user of our website including by use of your logo in sales presentations, marketing material, and press releases.
25. Assignment: Any assignment of this agreement (including any rights or obligations under this agreement) will be void unless made with the written consent of the other party.
26. Applicable Law: The laws of England apply to this agreement. The courts of England have exclusive jurisdiction to settle any dispute or claim which arises in connection with this agreement.
Edgefolio - Manager Terms for Web Service
Our Marketplace services are hosted at edgefolio.com. These services are referred to as EDGEFOLIO in these terms.
In return for the data provided by you as part of registration for EDGEFOLIO, we shall provide a login for EDGEFOLIO to each member of your staff who requests one. You will be deemed to have accepted this agreement where any of your staff use their login to access EDGEFOLIO.
We may amend the terms of this agreement by giving 7 days' written notice to you. Each amendment will be deemed binding (even where not supported by further consideration) where any of your staff subsequently use their login to access EDGEFOLIO.
Risk Warning: You acknowledge the following:
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investment involves a significant risk of loss as well as gains.
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past performance is not indicative of future results.
Your Data: As between us and you, you own all rights in data which you upload to EDGEFOLIO provided that this is not data which originates from us or our licensors ("Uploaded Data"). You shall keep all your Uploaded Data on EDGEFOLIO up to date.
You grant us a non-exclusive licence to use your Uploaded Data:
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to make it available to other users of EDGEFOLIO and users of any similar services provided by us;
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to improve EDGEFOLIO;
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to identify and develop similar services to EDGEFOLIO.
Regulatory Compliance: The information on EDGEFOLIO is not intended for use by, or circulation to, any person or entity in a jurisdiction where access to, or use of the information on EDGEFOLIO is not permitted. So far as we are aware, EDGEFOLIO can be used in compliance with your regulatory obligations. But you acknowledge that you remain responsible for your regulatory compliance (including in choosing to use EDGEFOLIO).
UK Users Provision: The information on EDGEFOLIO is meant for persons that are legally permitted to invest in alternative collective investment schemes, namely those who qualify as Professional Clients and Eligible Counterparties as according to FCA rules and those who are contained within the persons described in COBS 4.12 of the FCA Handbook.
Fund Data: We may make your Uploaded Data available to other users of EDGEFOLIO and to users of any similar services provided by us. But we shall not market EDGEFOLIO or any similar service to investors nor otherwise make your data available to investors unless we believe them to be permitted to invest in alternative collective investment schemes as according to the above sections 'UK Users Provision' and 'Regulatory Compliance'.
Use: You shall only use EDGEFOLIO in the manner permitted by its ordinary operation. You may also include limited excerpts of the data obtained from EDGEFOLIO in your reports and presentations to your clients or prospective clients.
Use Restrictions: You shall not:
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download any data from EDGEFOLIO other than data which is available for download by the ordinary operation of the tools on EDGEFOLIO;
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distribute to third parties any of the data available from EDGEFOLIO other than where expressly permitted by this agreement;
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provide any third party with access to EDGEFOLIO;
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use EDGEFOLIO to send unsolicited communications;
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use EDGEFOLIO to store data which infringes the rights of third parties or breaches applicable law;
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attempt to disrupt EDGEFOLIO, or the computer systems used to make the EDGEFOLIO available;
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attempt to access our computer systems or those of our suppliers, other than as part of your permitted use of EDGEFOLIO.
Your Uploaded Data is not subject to any restrictions on distribution in this agreement.
Investor Connections: Where an individual who is an investor or on the staff of an investor (an "Individual") chooses to connect with you through EDGEFOLIO, we shall provide you with access to the information which we hold as the registration information for that Individual (the "Registration Information"). You shall keep the Registration Information safe and secure, and shall only use the Registration Information for one or more of the following purposes:
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to comply with applicable law;
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to make documents available to the Individual through EDGEFOLIO;
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to analyse the Individual's activity on your pages on EDGEFOLIO;
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to send marketing communications to the Individual, but only where each communication complies with applicable law and also provides an easy means for the Individual to opt-out of receiving subsequent marketing communications.
Logins: You shall keep all logins secure, and shall notify us immediately where they become known to anyone else.
We may terminate a login without notice, where we reasonably believe that it has been compromised or is not being used in compliance with this agreement.
We may also suspend every login issued to your staff where we reasonably believe that you have breached any term of this agreement. We may continue any suspension until the breach has been remedied to our satisfaction.
No Investment Advice: You acknowledge that EDGEFOLIO provides information, but not investment advice.
Reliance: You acknowledge that the information contained in EDGEFOLIO does not provide a sufficient basis for making a fully informed decision.
AIFMD: Nothing on EDGEFOLIO is to be construed as an offering or an invitation to make an offer to subscribe for a particular investment.
Accuracy: You acknowledge that the dynamic data (green dot) and the static data (grey dot) on EDGEFOLIO are provided by third parties, and that we are not responsible for the accuracy or completeness of this data.
Availability: We shall use reasonable endeavours to keep EDGEFOLIO available to you. But you acknowledge that you are not relying on EDGEFOLIO to be available at all times nor at any particular times.
Data Storage: Although you may store data on EDGEFOLIO, you acknowledge your responsibility for retaining a backup copy of this data on your own systems. We may impose a data storage limit by giving you 7 days' notice of this limit.
Viruses and Malware: You acknowledge your responsibility to maintain appropriate technical and organisation measures to protect your IT systems against the risk of viruses or malware from external websites (including EDGEFOLIO).
Links: EDGEFOLIO may contain links to third-party websites and services. You acknowledge that we are not responsible for the accuracy, reliability or completeness of the content contained on any third-party website that is linked to on EDGEFOLIO. You also acknowledge that you are leaving EDGEFOLIO when clicking on these links.
Implied Terms: All implied terms (whether conditions, warranties or otherwise) are excluded from this agreement to the fullest extent permitted by law.
Entire Agreement: You acknowledge that, in entering into this agreement, you are not relying on any prior statement made by us or our representatives.
Morningstar Disclaimer: In respect of the static data (grey dot) but without prejudice to the 'Access' section above, you agree to the following disclaimer from Morningstar Norge AS: "All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the confidential information and proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decisions except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up."
Indemnity: You shall indemnify us for all liabilities which we incur (including reasonable legal costs) where our use or storage of your Uploaded Data in accordance with this agreement infringes the rights of anyone else or breaches applicable law.
Limitation of Liability: The damages payable by us in connection with this agreement (including for breach of this agreement or a duty of care, or for misrepresentation) exclude damages or losses arising from:
-
investment decisions made by you;
-
loss of your Uploaded Data;
-
loss of revenue or profit;
-
loss of anticipated savings;
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loss of goodwill or reputation;
-
liabilities to third parties;
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your special circumstances (even if those circumstances were known to us).
Termination: We may immediately suspend or terminate your use of EDGEFOLIO if:
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you are in breach of this agreement;
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you are using EDGEFOLIO in a way that causes risk of harm or loss to us or other users.
We may also terminate this agreement by giving you 7 days' written notice. You may also terminate this agreement by giving us 7 days' written notice.
Effect of Termination: On termination of this agreement, you shall cease to use EDGEFOLIO and we may cancel every login issued to your staff. Our rights in respect of your Uploaded Data survive the termination of this agreement, unless you have deleted this data from EDGEFOLIO before termination.
Publicity: Unless you notify us otherwise in writing, we may identify you as a user of EDGEFOLIO including by use of your logo in sales presentations, marketing material, and press releases.
Assignment: Any assignment of this agreement (including any rights or obligations under this agreement) will be void, unless made with the written consent of the other party.
Applicable Law: The laws of England apply to this agreement. The courts of England have exclusive jurisdiction to settle any dispute or claim which arises in connection with this agreement.