Regulatory Disclaimer
Last updated
Who we are
ProAllocate is operated by PROALLOCATE LTD, a company registered in England and Wales (company number 17436010), with its registered office at 66 Paul Street, London EC2A 4NA.
Regulatory status
PROALLOCATE LTD is not authorised or regulated by the Financial Conduct Authority or by any other financial regulator. We do not provide investment advice, arrange or deal in investments, or manage money. The protections available to clients of FCA-authorised firms, including access to the Financial Ombudsman Service and the Financial Services Compensation Scheme, do not apply to your use of ProAllocate.
Who the platform is for
ProAllocate is intended solely for investment professionals and institutional investors, including professional, qualified or accredited investors and financial professionals. It is not intended for retail investors, and retail investors should not rely on anything on it.
Everyone who creates an account must certify that they fall within this audience. We rely on that certification. If your circumstances change so that it is no longer true, you must stop using the platform and tell us.
ProAllocate is not directed at any person in any jurisdiction where its publication or availability would be unlawful. It is your responsibility to make sure that your use of the platform complies with the laws and regulations that apply to you.
Not advice, not an offer
Nothing on ProAllocate is investment, legal, tax or other professional advice, or a personal recommendation. Nothing on it is an offer, invitation or solicitation to buy or sell any investment, fund or financial product, or to enter into any investment activity. Nothing on ProAllocate takes account of your objectives, financial situation or needs. You should make your own assessment, and take independent professional advice where appropriate, before making any investment decision.
Third-party research
Most of the research, commentary, outlooks and other material on ProAllocate is published by third-party asset managers and other organisations. It remains their property and represents their views, not ours. We do not verify it, and we do not endorse any firm, view, fund or product that appears on the platform.
Firm names, logos and other marks belong to their respective owners. Their appearance on ProAllocate does not mean that the firm is affiliated with ProAllocate, has endorsed ProAllocate, or has approved how its material is summarised or presented.
The original material is always the authoritative version. Where we link to a manager’s own website, that site is governed by the manager’s own terms and disclosures, including any risk warnings, which you should read.
Signals and derived data
Signals, allocation calls, consensus figures, Consensus Scores and similar data on ProAllocate are ProAllocate’s own interpretation of views expressed in managers’ published material. They are not the managers’ official positioning, and a manager may express its views differently, change them, or hold views that are not reflected in its published research. Aggregate figures depend on which managers and documents we include and when, and should not be read as a complete picture of market opinion.
Forecasts and past performance
Some material on ProAllocate contains forecasts, capital market assumptions, return expectations and other forward-looking statements. These are estimates made by the firms that published them. They are not guarantees and may prove materially wrong. Past performance is not a reliable indicator of future results. The value of investments, and the income from them, can fall as well as rise.
AI-generated content
Summaries, Signals and Analise responses are generated using artificial intelligence and may contain errors or omissions. See our AI Content Disclosure for details. Always check the original source before relying on any AI-generated content.
Market data
Market data shown on ProAllocate is supplied by third-party data providers. It may be delayed, is for information only, and is not suitable for trading purposes.
No reliance and no warranty
All content is provided “as is”. We do not warrant that it is accurate, complete or up to date, and we accept no liability for any loss arising from reliance on it, except where liability cannot be excluded by law. Full terms, including limits on our liability, are set out in our Terms of Service.
Contact
Questions about this disclaimer: support@proallocate.com
