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Terms & Conditions
These Terms & Conditions (the “Terms”) explain certain legal and regulatory conditions and restrictions in relation to the Origin Asset Management LLP website. Origin Asset Management LLP (“Origin” or the “Firm”), is authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom and is registered as an Investment Adviser with the Securities and Exchange Commission in the United States.
You should read the terms and conditions of this Agreement carefully, as your access and use of the website are expressly conditioned upon your acceptance of these terms. In using this website, you agree to the below terms, if you do not agree to them you should exit this website now. Origin may refuse access to and usage of the website to anyone at any time, in its sole discretion.
Target Audience. This website is directed exclusively at Professional Clients and should not be relied upon by Retail Clients (all as defined by the FCA). Any business carried out by Origin for or with its clients is done in the client's capacity as a Professional Client. Origin is not authorised to directly deal with retail investors; any distribution of our portfolios to retail investors is facilitated by fund distributors with which Origin has entered distribution arrangements, pursuant to advice provided to investors by those distributors, based on the documents Origin provides. Retail investors should not be provided with access to this website.
Origin makes no representations that materials at this website are appropriate for use in all locations, or that products or services discussed at this website are available or appropriate for sale or use in all jurisdictions, or by all investors or counterparties. Those who access this website do so at their own initiative, and are responsible for compliance with applicable local laws or regulations.
No Investment Advice. The contents of this website have been prepared solely for general information purposes and should not be considered as a statement on any matter and should not be relied upon as such nor should it be construed as specific investment advice, an opinion or recommendation. Nothing herein constitutes advice to purchase a particular investment or advice in relation to the tax consequences of any action, and independent professional advice should be taken before any course of action is pursued.
No Solicitation. The information contained in this web site shall not be considered an offer to sell or a solicitation to acquire or dispose of an interest in any financial instrument.
Performance Risks. The value of an investment may fall as well as rise and an investor may not get back the full amount of their original investment. Where an investment involves a foreign currency, changes in exchange rates may also cause the value of an underlying investment to fall or rise. Past performance is not a reliable indicator of future returns. All returns are gross of fees and subject to rounding. If fees were taken into account, returns would be lower.
Origin Disclaimer. The portfolios selected may change periodically at Origin’s discretion. For administrative purposes, graphs, portfolio statistics and portfolio valuation characteristics included in Origin’s documents utilise ratios and data from portfolios that Origin believes are illustrative of its investment programme.
Although Origin attempts to provide accurate, complete and up-to-date information, Origin makes no warranties or representations, express or implied, as to whether information provided on or via this website is accurate, complete or up-to-date. Users should note that Origin has no control over third-party web-pages linked to or from these web-pages and will accept no liability in respect of third-party web pages.
Origin reserves the right to modify or discontinue the website without notice, or change the terms and conditions governing your access to and use of this website (including this Agreement), at any time and your continued use of the website following such a change shall be deemed to evidence your acceptance of the change.
Origin reserves the right to suspend or withdraw access to the pages of this site without notice at any time and accepts no responsibility for these pages not being available at all times.
Ownership of website and copyright. The Origin website is owned by Origin. The Origin website and any and all accompanying screens, information, materials, user documentation, user interfaces, images, arrangements of information, related software and other proprietary property of Origin or its licensors accessible via the website is and shall remain the exclusive property of Origin and its licensors, as the case may be. All rights to the website remain with Origin or its licensors. This website is for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer or sell any information, software, products or services obtained from this website.
Unauthorized access. This website is not absolutely protected against unauthorized third parties. You acknowledge that any information provided through the internet may be potentially accessed by unauthorized third parties. Although Origin will make reasonable efforts to protect the privacy of users of this website, no guarantee can be made that unauthorized third parties will not access the information contained on the website. You acknowledge that Origin is not responsible for notifying you that unauthorized third parties have gained such access or that any data has been otherwise compromised during transmission across computer networks or telecommunications facilities, including, but not limited to, the internet.
Portions of the website are password-protected and are accessible only to users who have been issued passwords by an authorized representative of Origin and who meet the applicable investor suitability, experience and sophistication requirements. Password-protected portions of the website may contain performance information for the investment funds managed by Origin. Users of the password-protected portion of the website acknowledge that past performance is not necessarily indicative of future results. Do not enter the password-protected portion of the website through use of your User I.D. and password unless the terms and conditions of this Agreement are acceptable to you. You may not obtain or attempt to obtain unauthorized access to such parts of our website, or to any other protected materials or information, through any means not intentionally made available by Origin for your specific use. If you are issued a password, you agree that you will treat and maintain this information confidentially and will not permit others to sign onto the website through the use of the User I.D. and Password assigned to you. You accept full responsibility for any use of your Password, and will notify us immediately of any actual or suspected unauthorized use of your Password. The User I.D. and Password are personal for your use only, and any violation of the terms of this Agreement shall permit Origin to immediately suspend or terminate your further access to the website.
Privacy policy. Origin has updated its Privacy Policies below in line with the Global Data Protection Regulation, effective 25 May 2018. Your personal information is important to us and we take your privacy seriously. We are committed to ensuring that both your privacy and your data is protected, starting from the information we collect to how long we hold it for and how we use and disclose your details as part of the service we offer to you. The Policies provide information on how to exercise your rights over your data.
Origin Clients and Business Partners Privacy Policy and Notice
Limitation of liability. In no event will Origin be liable for any damages, or for repairs or corrections that must be performed, to or on your computer, person or other property, including, without limitation, direct or indirect, special, incidental, or consequential damages, losses or expenses arising in connection with the website or use thereof or the inability by any party to use such website, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure, even if Origin, or representatives thereof, are advised of the possibility of such damages, losses or expenses.
Recording of Communications. Telephone communications or conversations between Origin and its clients that result or may result in transactions will be recorded.
MSCI Disclaimer. MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (ww.msci.com).
Stewardship Code (the “Code”). Under Rule 2.2.3R of the FCA's Conduct of Business Sourcebook, Origin is required to disclose whether or not it commits to the UK Financial Reporting Council's Code. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. The Firm pursues a range of strategies employing a systematic approach to investing in listed equities. The Firm does not believe in meeting with company management in order to ensure all companies are assessed using a uniform dataset at a single point in time. This assessment – based on hard, current evidence - is repeated every month. Consequently, while the Firm generally supports the objectives that underlie the Code, the Code is relevant only to limited aspects of the Firm's trading and the Firm has chosen not to commit to it.
Governing Law. This site is governed in accordance with the laws of England and Wales. By accessing the site, you agree to submit to the exclusive jurisdiction of the Courts of England and Wales and any adjudication they make in respect of litigation arising in connection with the use of this site.