Terms of Use
July 2024
Important legal information
Who we are and how to contact us
Phoenix Equity Partners Limited (‘we‘, ‘us‘, ‘our‘) is registered in England and Wales with number 1786523. Our registered office is at 10th Floor, 123 Victoria Street, London, SW1E 6DE and our VAT registration number is 773 6306 17.
We are authorised and regulated by the Financial Conduct Authority (‘FCA’) in the United Kingdom, with FCA registration number 147966. The FCA register is accessible at http://www.fca.org.uk/register. You can contact us by email to hello@phoenix-equity.com or by post to our registered office.
By using our site you accept these terms
By using this website (‘Site’), you confirm that you accept these terms of use and that you agree to comply with them. If you do not agree to these terms, you must not use our Site.
We recommend that you print a copy of these terms for future reference.
Other terms that apply to you
The following additional terms also apply to your use of this Site:
- Our Privacy Notice which sets out information about how we use your personal data.
- Our Cookie Notice, which sets out information about the cookies on our Site.
Who is permitted to use this Site
This Site is only intended for, and targeted to, businesses, certified high net worth individuals, certified and self-certified sophisticated investors (in each case as defined in the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001) and individuals that fall within the eligible categories of permitted investors detailed in COBS Chapter 4 Section 12B of the FCA Sourcebook and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001 that reside in the United Kingdom. By continuing to access this Site, view or make use of this Site and any related content and services, you confirm that you are one of these persons. If you are not one of these persons or do not reside in the United Kingdom, you must immediately discontinue use of this Site and any related content and services.
Information on our Site
The information on this Site is intended to describe the activities of Phoenix Equity Partners Limited and its affiliates and its or their members, directors, officers and employees (‘Phoenix Group’) and not to recommend any investment service or transaction.
Separately, although we have used reasonable efforts to obtain and provide information from reliable sources (including third party published sources), we do not assume any responsibility for or make any representation, guarantee, condition or warranty of any kind, whether express or implied, regarding the information and opinions contained on this Site or that such information and opinions are accurate, reliable, complete. All such information and opinions are subject to change without notice and are provided for general information purposes only.
Nothing in or published on this Site is intended to amount to advice and you should not rely on any information or opinions contained on this Site in making an investment or other decision. You should conduct your own due diligence and investigations, rather than relying on any of the information in this Site. Importantly, you are solely liable for any use you make of the information and opinions on this Site.
The information, opinions, investments and services referred to on this Site may not be suitable for you or any other person. Further, nothing contained on this Site constitutes or should be construed to constitute investment, legal, tax or other advice. If you have any doubts as to suitability, you must seek advice from an investment adviser and agree that you have done so by continuing to use this Site.
Nothing on this Site is intended to constitute an offer, invitation, recommendation, solicitation or inducement to buy or sell investments or securities of any description in any jurisdiction, nor provide investment advisory services or to engage in any other transaction. No member of the Phoenix Group makes any representation that the information, opinions, or other materials on this Site are appropriate for use in any jurisdiction, or that any investments or services which are referred to on this Site are otherwise available in all jurisdictions, to everyone, or at all. In accessing this Site, you are responsible for compliance with the laws, regulations and rules applicable in your jurisdiction and for obtaining your own legal, tax and financial advice before entering into any transaction with a member of the Phoenix Group or as a result of the information, opinions or other materials on this Site.
We do not guarantee that material on this Site will be free from infection, viruses, worms, trojans and/or other code that has contaminating or destructive properties. It is your responsibility to configure your information technology, computer program and platform to access this Site, and to take such other protective steps such as using your own virus protection software.
You should be aware that the Internet, being an open network, is not secure. If you choose to send any electronic communications to us by means of this Site, 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.
You must not misuse this Site by knowingly introducing viruses, trojans, worms, logic bombs or other material that is malicious or technologically harmful. You must not attempt to gain unauthorised access to this Site, the server on which this Site is stored or any server, computer or database connected to this Site. You must not attack this Site via a denial-of-service attack or a distributed denial-of service attack.
You are also responsible for ensuring that all persons who access this Site through your internet connection are aware of any disclaimers on this Site as well as these Terms of Use and that such persons comply with them.
Changes to these Terms of Use
We may make changes to these Terms of Use from time to time without prior notice to you. Every time you wish to use this Site, please check these Terms of Use to ensure you understand the terms that apply at the time. These Terms of Use were most recently updated on the date set out at the top of this page.
Access and changes to this Site
We may update, modify, substitute, or remove any information on this Site without prior notice to you. Further, information published on this Site may become outdated and you must verify any information obtained from this Site before you use it. We are under no obligation to update any information on this Site to reflect changes after publication date.
Suspension of this Site
We may suspend, restrict the availability of, or otherwise permanently withdraw all or any part of this Site at any time for any reason without prior notice to you.
We make no guarantee that this Site, or any content on it, will always be available or other be provided uninterrupted.
All disclaimers and exclusions in these Terms of Use will survive suspension or withdrawal of this Site or your access to it for any reason.
Third party websites
This Site contains links to other websites over which we have no control. These links are provided for your information only. Accordingly, we are not responsible for any material or information on those websites or for any services or products which may appear on them. Information in sites linked to this Site has not been communicated or approved by any member of the Phoenix Group. No member of the Phoenix Group endorses or accepts any responsibility for the content of those sites or their use.
Sharing confidential information
You must not send us any confidential or proprietary information or material; in the event that you do send us confidential or proprietary information or material, we will not (and do not (whether implicitly or implicitly)) agree to obligations of non-disclosure or non-use of such information or material.
We receive a large number of business plans and other proposals, which may be similar to one another or overlap. We reserve the right to review only those which appear to us to fit our investment criteria from time to time and to reject proposals without giving a reason or returning material sent to us.
We are not restricted in any way from pursuing opportunities with others. You acknowledge and agree that the Phoenix Group and funds under its management invest in many companies, some of which may compete with one another.
How you may use material on this Site
We are the owner or the licensee of all intellectual property rights in this Site together with the website design, text and graphics, and their selection and arrangement, and all software compilations, underlying source code and software, and in the material published on it. Those works are subject to copyright laws and treaties around the world with all rights reserved. You may download or print out a hard copy of individual pages and/or sections of this Site provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from this Site 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 into or use for any public or commercial purpose the Site without our prior written permission.
It is your responsibility to ensure that you comply with any applicable local laws and regulations on your use and dissemination of any information you print off, copy, download, share or repost from This Site.
How we use your personal data
We will only use your personal information as set out in our Privacy Notice.
Communications on our Site
Information posted on the Site may be accessible to third parties by means of the Internet or otherwise. You should have no expectation of privacy with respect to any communications on or through the Site. Please do not transmit any confidential information to or through the Site. You acknowledge that communications transmitted by means of the Site are public and not private communications.
Liability
No member of the Phoenix Group will have any 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 in this Site.
Further, no member of the Phoenix Group will be liable to you for any loss, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising from, in connection with, or resulting from or related to use of or inability to use this Site or any material posted or transmitted on or via this Site, in each case to the fullest extent to which such liability may be excluded or avoided by law.
In particular, in no event will any member of the Phoenix Group be liable to you or anyone else for lost profits, sales, business, or revenue, business interruption, loss of anticipated savings, loss of business opportunity, goodwill or reputation, or for indirect, incidental, special, punitive or consequential damages arising from, in connection with, or in relation to this Site.
Governing law and jurisdiction
English law governs access to and use of this Site and you agree to the exclusive jurisdiction of the courts of England and Wales; except if you are a resident of Northern Ireland you may also bring proceedings in Northern Ireland, and if you are resident of Scotland, you may also bring proceedings in Scotland.
Regulatory Warnings
No member of the Phoenix Group acts or will act for you in any capacity. In particular, no member of the Phoenix Group will advise you or provide any other investment services to you, nor will any member of the Phoenix Group be responsible for providing you with any safeguards or protections unless otherwise agreed with you or specifically required by applicable laws and regulations. No employee of or other person associated with the Phoenix Group has the authority to represent otherwise.
Only persons who have been categorised as a professional client by the Phoenix Group may invest in the funds it manages.
The investments and the services and transactions referred to on this Site may have tax consequences and it is important to bear in mind that the Phoenix Group does not provide tax advice. The levels and bases of taxation can change. You should consult your own tax advisers in order to understand any applicable tax consequence.
Funds managed by the Phoenix Group are not available to the general public. In addition, the funds referred to in this Site are not normally available for distribution to or investment in by US persons.
The price and value of any investments and the income (if any) from them can fluctuate and may fall against your interest. You may get back less than the amount you originally invested. While this Site may contain information relating to investment performance, such information, is not a reliable indicator of future performance.