Welcome to Activus Wealth

Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

This site is operated and issued by Activus Wealth Limited (“Activus”) which is authorised and regulated by the Financial Conduct Authority (FRN 624196). Activus Wealth Limited is a company registered in England, No. 8999169. Registered Office is 16 Milbourne Lane, Esher, Surrey, KT10 9DX.

By using the Website, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using this Website. By accessing this Website, you agree that you have read our Website Information.

General information

An investment into any of our products may only be made on the basis of the information set out in the respective prospectus.. It is not intended that anything stated in this website should be construed as an offer, an invitation to treat or an inducement for you to engage in any investment activity. Opinions expressed on this website represent the views of Activus at the time of publication. These are subject to change and should not be interpreted as investment advice.

It is the responsibility of investors to satisfy themselves that any investments made from the information in this web site are suitable for them and applications may be made only on the basis of, and using the appropriate application forms. If you are in any doubt as to the suitability of these products for you, you should seek independent financial advice.

Risk Factors

When investing in financial products, there are various risk factors to consider, which will vary based upon the nature of the product and the investors circumstances. Generic risk factors to consider include, but are not limited to the following:

Past performance is no guide to future performance and may not be repeated. The value of investments and income from them may fall as well as rise and investors may not get back the amount originally invested. There is no minimum investment period; however we recommend that you view your investment medium to long term i.e. 5 to 10 years.

Tax assumptions are subject to statutory change and the value of tax reliefs will depend on your individual circumstances.

Exchange rate changes may cause the value of overseas investments to rise or fall.

Investing in smaller companies can carry greater risks than those usually associated with large capitalisation companies.

Conflicts of Interest

Conflicts of interest may arise through either Activus’ role and/or the relationships it has with third parties. Activus has a conflicts of interest policy designed to enable it to avoid, manage, mitigate and/or disclose (as appropriate) such conflicts, when they are identified. Please refer to and read the firm’s Conflict of Interest Policy.

The funds / products described on the website are not available for distribution to or investment by US investors. The units/shares will not be registered under the US Securities Act of 1933, as amended (the “Securities Act”) and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.

Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus, key investor information document or other applicable terms and conditions).

As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other Client agreements. If you are unsure about the meaning of any information provided please consult your financial or other professional adviser.

The information contained on this site is published in good faith but no representation or warranty, express or implied, is made by Activus Wealth Limited or by any person as to its accuracy or completeness and it should not be relied on as such. Activus shall have no liability, save for any liability that Activus may have under the UK Financial Services and Markets Act 2000 (or the name of any replacement legislation if the legislation permits such a statement to be made), for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. No information on this site constitutes investment, tax, legal or any other advice.

Where a claim is brought against Activus by a third party in relation to your use of this website, you hereby agree to fully reimburse Activus for all losses, costs, actions, proceedings, claims, damages, expenses (including reasonable legal costs and expenses), or liabilities, whatsoever suffered or incurred directly by Activus as a consequence of improper use of this website.

Neither party should be liable to the other for any loss or damage which may be suffered by the other party due to any cause beyond the first party’s reasonable control including without limitation any power failure.

The information contained on this site is subject to copyright with all rights reserved. It must not be reproduced, copied or redistributed in whole or in part.

You may leave the Activus website when you access certain links on this website. In so doing, you may be proceeding to the site of an organisation that is not regulated the Financial Conduct Authority. Activus has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

Activus shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

General enquiries about this website should be sent to enquiries@activuswealth.co.uk. This email address should not be used for any enquiries relating to investments.