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Legal Disclaimer & Regulatory Notice

PLEASE READ THESE TERMS AND CONDITIONS AND PRIVACY POLICY IN THEIR ENTIRETY BEFORE USING THIS WEBSITE (THE "SITE"). BY ACCESSING THE WEBSITE, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS BELOW. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS BELOW, DO NOT ACCESS THIS SITE.

WHEN YOU HAVE READ THE FOLLOWING INFORMATION, PLEASE SELECT "l AGREE" TO ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD THE INFORMATION AND YOU CONFIRM THAT YOU ARE AN ELIGIBLE COUNTERPARTY OR PROFESSIONAL CLIENT. IF YOU CANNOT CONFIRM OR DO NOT WISH TO PROCEED, PLEASE SELECT "l DECLINE".

TERMS & PRIVACY POLICY

Company Description

The website is prepared by and is the property of Blue Ocean Investment Partners Limited ("Blue Ocean" or "Company"), which is a private limited liability company registered in England and Wales with Company Number 11107541. The Company has registered its office at Suite 1002, 9 Steedman Street, London SE17 3BA, UK. Blue Ocean is authorised and regulated by the Financial Conduct Authority ("FCA"), the financial regulator of the UK, FRN 800108. Blue Ocean Investment Partners Limited is a Registered Investment Adviser with the Securities and Exchange Commission in the United States. Under no circumstances should any part of this website be construed as an offering or solicitation of an offer.

Restricted Access

This website constitutes a financial promotion under section 21 of the Financial Services and Markets Act 2000, it is issued and approved for distribution in the UK by Blue Ocean.

This website is directed at Eligible Counterparties and Professional Clients only, as defined by the Markets in Financial Instruments Directive ("MiFID") and the rules of the Financial Conduct Authority. This website and any information or documents contained or attached must not be acted or relied upon by any other person or category of persons. Any investment or investment activity to which this communication relates is only available to the persons mentioned above.

The information and contents provided on this website or in any communication containing a link to this website do not constitute investment advice and are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Blue Ocean to any registration requirement within such jurisdiction or country. If you are a person in a jurisdiction in which such prohibitions apply you must access this website. If you are a person located in a jurisdiction where there are restrictions on the type of person who may access information relating to our strategy then, by selecting 'l AGREE', you will be undertaking, warranting, and representing to Blue Ocean, that you are not causing Blue Ocean to breach any of those restrictions b accessing parts of the website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

Information on the Blue Ocean website

Except where stated otherwise, the information, content and services on this website are provided by Blue Ocean (referred to as "we" and "us"). The content of this website has been prepared by Blue Ocean based on information and sources believed to be reliable at the time of posting to the website. It also contains the opinions of the author and such opinions as well as the contents are subject to change without notice. The contents of this website are provided for information purposes only. The information does not take account of the investment objectives, financial situation and particular needs of any particular person and is not general advice to any class of persons_ Therefore, you should not rely on any content or information on this website and should obtain relevant and specific professional advice in making any investment decision. Furthermore, nothing on this website constitutes or should be construed to constitute:

(a)            on offer, advice, invitation or solicitation from us or our affiliates to buy or sell any investments or securities, futures, options or other financial instruments; or

(b)           investment recommendation or advice.

References in this website to specific securities should not be taken as a recommendation to buy or sell those securities but are included for illustration and/or information only.

If an offer to sell investments is made in the future, it will be subject to information circulated at the time in a formal agreement or equivalent document (the "Investment Management Agreement") and not based on the information contained on this website.

Nothing contained herein constitutes investment, legal, tax or other advice nor is to be relied upon in making an investment or other decision. No recommendation is made positive or otherwise, regarding individual securities or investments mentioned herein. Any foregoing summary list of risk factors does not purport to be a complete enumeration or explanation of the risks involved in an investment through Blue Ocean. Prospective clients must consult with their own legal, tax and financial advisers before deciding to invest.

Whilst the information contained on the website has been given in good faith and every effort has been made to ensure its accuracy at the time it was posted, Blue Ocean does not make any representation or warranty as to the accuracy or completeness of this information and any person placing reliance on this information does so entirely at their own risk Blue Ocean does not accept any liability as a result. Performance information

Past performance is no guarantee of future returns. The value of investments and the income from them may fall as well as rise and is not guaranteed. The investor may not get back the original amount invested. Changes in rates of exchange may cause the value of investments to fluctuate.

There can be no assurance that the investment objective will be achieved, and investment results may vary substantially over time. Investment in the strategy is not intended to be a complete investment programme for any investor. Prospective investors should carefully consider whether an investment in the strategy would be suitable for them in light of their tax and other circumstances and financial resources. This website expresses no View as to the suitability of the investments described herein to the individual circumstances of any person.

The inception date of the strategy is May 7, 2018. Performance statistics are calculated monthly and presented net of 1 /30 fee. The Blue Ocean strategy is materially different from the benchmark presented. The benchmark is presented solely to demonstrate a comparison to the overall market.

Strategy performance is based on a lead client account with fees implied. Blue Ocean implements its strategy across all accounts subject to individual client risk tolerance. Sums may not add due to rounding.

Risk of Loss

Investment accounts managed by Blue Ocean may go down as well as up and past performance is not an indicator of future performance. An investment with Blue Ocean is only suitable for investors who are capable of evaluating the merits and risks of such an investment and who have sufficient resources to be able to bear any losses which may arise therefrom (which may be equal to the total amount invested). The past performance of the strategy does not guarantee or predict future performance.

Third-party websites

We may provide, on our website, links to websites operated by third parties as of convenience to you. I u use these other websites, you will leave this website. If you decide to visit any linked website, you do so at your own risk and it is your responsibility to take all protective measures to guard against viruses or other destructive elements. Blue Ocean makes no representations, warranties or guarantees of any kind about any of the content of any other website which you may access via hypertext link through this website. When you access any other website using a link om this website, you should understand that your access to that other website is independent of Blue Ocean and we have no control over the content of the website, nor do we in any way endorse or approve the content of that website. In no event will we in any way be liable to you or any other person(s) or organisation(s) for loss or damage (whether direct, indirect, consequential, special or other) for any use of any website linked to it using hypertext or otherwise.

Indemnity

You agree to indemnify Blue Ocean and its officers, agents and affiliates from and against any claim brought by third parties against Blue Ocean and its officers, agents and affiliates as a consequence of your breach *of the Terms. Furthermore, your use of this website results in the need for servicing, repair or correction of equipment, software or data, you assume all costs thereof.

Intellectual property rights

Any information accessed via this website is confidential and is protected under copyright law. The copyright, trademark or any other intellectual property rights in the website and the information are owned by or licensed to Blue Ocean. You may download or print out a hard copy of individual pages and/or sections of this website provided you do not remove any copyright or other proprietary notices. Any downloading or other copying from this website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link to or use for any public or commercial purpose this website without the prior written permission of Blue Ocean. Any rights not expressly granted in the Terms are reserved.

Operation of the website

You should be aware that the internet, being on open network, is not secure. If you choose to send any electronic communications by means of this website, you do so at your own risk. We cannot guarantee that such communications will not be intercepted or changed or that they will reach the intended recipient safely.

Waiver

If you breach the Terms and we take no action, we will still be entitled to use our rights and remedies in any other situation where you breach the Terms.

Cookies

Blue Ocean may use "cookies" to record and process information concerning your visit to and use of the website and identify you when you visit. Cookies are small pieces of information that your internet browser places names on your computer's hard drive. Cookies may be used for example for remembering user names and preferences. You have the option of setting your browser to block cookies. Please refer to the "help" function of your internet browser for instructions. In some cases blocking cookies may reduce the functionality of our website or prevent access. If u continue without changing your settings, we will assume that you are happy to receive all cookies. You can change your cookie settings at any time.

WEBSITE PRIVACY POLICY

 Blue Ocean is committed to maintaining the trust and confidence of all visitors to its website. We will maintain your privacy and any data collected is for our purposes only. Please read the following privacy policy to understand how we use and protect the information you provide. Changes to our privacy policy will be posted on this website.

Google, Squarespace, and HubSpot

 When someone visits our website, we use third-party services, Google, Squarespace, and HubSpot to collect standard internet log information and details of visitor behaviour patterns. We do this to better understand the number of users and which content users find most appealing. This information is processed in a way that allows us to identify users whom we have had contact with previously.

Mailing Lists

As part of the registration process for our newsletters, we collect personal information. We use that information solely to provide you with the newsletters you have requested, and to occasionally contact you to gain your direct feedback about our firm. We never give this information to another organisation or business.

We use a third-party provider, Mail Chimp, to deliver our newsletter. We gather statistics around email openings and clicks using industry-standard technologies to help us monitor and improve our newsletters. This information is processed in a way that allows us to identify users whom we have had contact with previously. For more information, please see Mail Chimp’s privacy notice. YOU can unsubscribe to our newsletter at any time by clicking the unsubscribe Pink at the bottom of any of our emails or by emailing us.

Third Parties

We do not share your personal information with any other third parties.

You are entitled to view, amend, or delete the personal information that we hold. Email your request to us to do so. This policy is reviewed annually and was last reviewed in December 2023.

To contact us, please email clientrelations@blueoip.com.