Terms and Conditions
General Introduction
In order to view the information on this website (www.ftglobalportfolios.com) (the "Website"), you must accept the terms and conditions set out below (the "Terms") which are also included under “Terms of Use” located in the “Legal” section at the bottom of the Website. For your own protection and benefit, please read these Terms carefully using the Website. By clicking "I Accept" below and accessing the information and material available on the Website, you accept these Terms. During each visit to the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, you will not be permitted access to the Website.
By selecting 'Professional Investor', you confirm that you are either a Per Se Professional Client, or that you wish to be treated as an Elective Professional Client, both as defined under the Markets in Financial Instruments Directive, or an equivalent in an jurisdiction outside the European Economic Area.
These Terms create a binding legal agreement between First Trust Global Portfolios Management Limited or First Trust Global Portfolios Limited (together with affiliate entities "First Trust", "we", "us", "our") and the user.
In the UK, Ireland, Luxembourg, Netherlands and Switzerland: The website and its content has been provided and is maintained by First Trust Global Portfolios Limited (“FTGP”). FTGP is registered in England (company number 07874049) and has its registered office at 8 Angel Court, London EC2R 7HJ. First Trust's VAT number is GB424 3292 15. FTGP is regulated by the UK Financial Conduct Authority (Register Number 583261), access to the FCA register can be gained via the following link: https://register.fca.org.uk/.
In other jurisdictions: The website and its content has been provided and is maintained by First Trust Global Portfolios Management Limited (“FTGPM”). FTGPM is registered in Ireland (company number 637071) and has its registered office at 10 Earlsfort Terrace, Dublin 2, Ireland. FTGPM is authorised and regulated by the Central Bank of Ireland.
The website complies with the regulatory requirements of the United Kingdom and Ireland. There may be laws in your country of nationality or residence or in the country from which you access this website which restrict the extent to which the Website may be made available to you. This Website, and the information on it, are not addressed to any person to whom it is unlawful to make such information available. The products are not available and offering documents in respect of them will not be distributed to any person resident in any country where such distribution would be contrary to local law or regulation.
IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to U.S. Persons. The materials on the Website and any products described herein are not being offered or targeted to U.S. Persons and access by them is prohibited. A “U.S. Person” means, unless otherwise determined by First Trust, (i) a citizen or resident of the U.S.; (ii) a partnership organised or existing in or under the laws of the U.S.; (iii) a corporation organised under the laws of the U.S.; (iv) any estate or trust which is subject to U.S. federal income tax on its income regardless of its source.
The Website, and the information on it, is provided for informational purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to sell or purchase any financial instruments including, but not limited to, an interest in any products.
Offering Documents
The terms of investment in any product are governed by the relevant offering documents which may include the prospectus and supplements thereto (the “Prospectus”) and, in respect of the UCITS, key investor information documents (“KIIDs) or key information documents (“KIDs”) (together, the “Offering Documents”). In the event of any inconsistency between the information on the Website regarding a particular product and the terms of the relevant Offering Documents, the terms in the Offering Documents shall prevail. The Offering Documents relating to each Investment Product will contain risk warnings which are specific to that Investment Product. The relevant Offering Documents for each Investment Product have been filed with the applicable competent authorities where required and copies of such Offering Documents are available on the Website.
An investment in any product must only be made having carefully read these Terms, the relevant Offering Documents and any additional or supplementary materials applicable to such Investment Product, such as, for example, its latest annual and semi-annual reports and its constitutional document. It is your responsibility to review such documents and information and, by making an application to invest in a product, you will represent that you have read such documents and information and will agree to be bound by the contents. To the extent that any information on the Website, including any Offering Documents, relates to a third party who is not affiliated with First Trust, this information has been provided by that third party and is the sole responsibility of such third party. First Trust accepts no liability for such information which should be treated by you with due care.
By clicking "I Accept" below, you are confirming that you: (i) have regular access to the internet; (ii) hereby specifically consent to receiving the KIIDs or KIDs in electronic form by way of accessing the latest version of the document through the Website (or such other website address as may be notified to you from time to time); and (iii) consent to accessing the KIID/KID by electronic means before making any subsequent and/or future subscriptions. The foregoing should however not be considered a solicitation or offer to subscribe whatsoever.
No Advice
The information on the Website is provided for information only and does not constitute investment advice or a recommendation to buy, sell or otherwise transact in any particular product. The Investment Products featured on this section of the Website may not be suitable for you. In preparing the information First Trust has not taken account of your particular investment objectives, financial situation or investment needs. Nothing on this Website shall, or is intended to, constitute financial, legal, accounting or tax advice and First Trust does not purport to provide you with investment advice as a result of your use of this Website. Nothing contained on the Website implicitly or explicitly recommends or suggests an investment strategy or provides any opinion as to the present or future value of a product. By accessing this Website, no contract is created under which First Trust agrees to provide you with any information or investment advice. The information on this Website is provided solely on the basis that, as the case may be, you will make your own investment decisions.
We strongly recommend that you seek professional investment advice before making any investment decision.
Prices / Historic Performance
All prices or values provided on this Website are indicative only. Such prices or values may not reflect actual prices or values that would be available in the market at the time provided or at the time you may decide to purchase or sell an interest in a particular product. First Trust accepts no responsibility for updating the price information available on this Website. Information on historic performance of Investment Products and/or the underlying investment holdings of a product is no indication of future performance. No representation is made that any product will, or is likely to, achieve results similar to those shown.
Investing in Investment Products
Persons interested in acquiring any interest in a product referred to on the Website should inform themselves as to (i) the legal requirements in your jurisdiction; (ii) any foreign exchange control requirement which they might encounter; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of such investment. You must make your own independent assessment as to your eligibility to invest in any product referred to on the Website under the local laws that apply to you and your investment. Your eligibility to invest in any product, or to use any service, mentioned on this Website may be subject to the discretion of the provider of such Investment Product, or any other person as may be appointed to consider the eligibility of investors to invest from time to time.
Risk Warnings
Any investment involves substantial risk. Should you enter into any transactions, ensure that you have fully understood all such risks and have independently determined that such investments are appropriate for you. In this respect please note that:
- any investment in investment products involves substantial risks, which may vary depending on the nature of the Investment Product, and which are more particularly identified in the relevant Offering Document;
- the price and value of interests in the Investment Products can go down as well as up and so the return on your investment may vary. You may not get back the original amount invested and may lose all of your investment;
- past performance is not a guide to future performance. To the extent that this Website contains any indications as to future performance, such forecasts are not a reliable indicator of future performance;
- the value of investments in Investment Products may be affected by the price of underlying investments and changes in any relevant foreign exchange rates;
- to the extent an investment in a product includes an income component, any such income from the investment may fluctuate in accordance with market conditions and taxation arrangements;
- tax assumptions may change if the law changes, and the value of tax relief (if any) will depend upon your individual circumstances. You should consult your own tax advisers in order to understand any applicable tax consequences;
The above list of risk factors is not complete and you must refer to the relevant Offering Documents with respect to individual Investment Products available in the Document Library at the following address https://www.ftglobalportfolios.com/DocumentLibrary.aspx. We strongly recommend that you seek professional investment advice before making any investment decision.
Conflicts of Interest
First Trust, its affiliates and their directors, officers, employees or clients may have or have had interests or long or short positions in any product or other financial instruments referred to on the Website underlying any product and may at any time make purchases and/or sales in them as principal or agent. In addition, First Trust may act or have acted as market maker in any product, or financial instruments underlying such Investment Product or entered into an arrangement to hedge the market risk associated with the Investment Products. First Trust has a conflicts of interest policy which specifies the procedures that it follows and the measures that it has adopted in order to avoid such conflicts or to manage such conflicts in a way that ensures fair and equal treatment for and between its clients.
Linked Websites
Where the Website contains links to other sites and resources provided by third parties, these links are provided for your information only and do not constitute any form of advice, offer or recommendation and – to the extent that links to other websites and sources provided by third parties link to information on other investment funds – this cannot be treated as any form of intended direct or indirect marketing of such funds. First Trust has no control over the contents of those websites or resources and neither First Trust nor any of its affiliates make any representation as to the accuracy or completeness of such websites or resources and have not and will not review or update them. Neither First Trust nor any of its affiliates accept any responsibility for websites and resources provided by third parties or for any loss or damage that may arise from your use of them.
Intellectual Property Rights
First Trust is the owner or the licensee of all intellectual property rights on the Website, and in the materials published on it. Those works are protected by laws and treaties around the world. All such rights are reserved. You may use the materials on the Website and download and reproduce them in hard copy for your own reference only provided copyrights and other proprietary notices are not breached. Such materials may not otherwise be reproduced, distributed, stored in a data retrieval system, linked to, modified or transmitted, in any form or by any means (electronic, mechanical, photocopying, recording or otherwise) for commercial reasons or otherwise, without the prior written consent of First Trust. Nothing on this Website should be construed as granting any licence or right in relation to any of First Trust's trademarks or those of its affiliates or any third party.
Your Personal Data
In order to subscribe to certain services provided by First Trust you will have to consent to having reviewed the Data Protection Notice regarding the processing of personal data and provide consent to your data being processed by First Trust.
In addition, First Trust respects your privacy. In agreeing to these Terms, you agree to the terms of our Privacy Policy https://www.ftglobalportfolios.com/Professional/LegalInformation.aspx#privacypolicy.
Amendments to These Terms
First Trust may change these Terms at any time by amending this page. You are expected to check this page from time to time to take notice of any changes First Trust makes, as these are binding on you. If any provision of these Terms is held by any court or competent authority to be illegal, void, invalid or unenforceable under the laws of any jurisdiction, the legality, validity and enforceability of the remainder of these Terms in that jurisdiction shall not be affected, and the legality, validity and enforceability of the whole of these Terms in any other jurisdiction shall not be affected.
Law and Variation
These Terms and any non-contractual obligations arising from or connected with them are governed by English law and these Terms shall be construed in accordance with English law. English courts will have non-exclusive jurisdiction over any dispute arising from, or related to, use of the Website and it is a condition of using this section of the Website that you waive any objection to proceedings in such courts on the grounds of venue or that proceedings have been brought in an inconvenient forum.
Those who choose to access this Website from locations other than the United Kingdom do so on their own initiative and are responsible for compliance with applicable local laws. Notwithstanding the foregoing, First Trust retains the right to bring proceedings against any user of this section of the Website for breach of these Terms in their country of residence or any other relevant country.