Regulatory status & disclosures

Important notice

This website is directed only at "professional investors" as defined in the Securities and Futures Ordinance (Cap. 571) and the Securities and Futures (Professional Investor) Rules made under it. If you are not a professional investor, you should not rely on, or act upon, any information contained on this website.

The information on this website is provided for general information only. It does not constitute an offer, invitation, solicitation, inducement or recommendation to subscribe for, purchase, sell or otherwise deal in any securities, any interest in any fund, or any other investment product.

Nothing on this website constitutes investment, legal, accounting, tax or other professional advice. You should obtain independent professional advice before making any investment decision.

The information on this website has not been independently verified. While reasonable care has been taken in its preparation, no representation or warranty, express or implied, is given as to its accuracy, completeness or fitness for any purpose. Information may be changed without notice.

Risk disclosure

All investments involve risk, including the possible loss of the entire amount invested. The value of investments and the income derived from them may go down as well as up.

Past performance is not indicative of, or a guarantee of, future results. Any performance figures, targets or illustrations that may appear on this website are hypothetical or illustrative only and should not be relied upon.

Investments in convertible securities, derivatives and systematic strategies may involve leverage, which can amplify both gains and losses. Secondary market liquidity may be limited and may deteriorate rapidly in stressed market conditions.

Futures and other derivative instruments are leveraged and may give rise to losses exceeding the amount initially committed. Where positions are financed, additional collateral may be required at short notice.

Models used in systematic strategies — including machine-learning and transformer-based models — may not perform as expected or as they did in research or testing. Their output depends on the data on which they were trained and may reflect biases or patterns that do not persist, and model performance may drift over time. Simulated or research-stage results are not investment results and are not indicative of future performance.

Currency movements may adversely affect the value of an investment denominated in a currency other than your own.

Jurisdictional restrictions

This website is not directed at, and its contents must not be distributed or made available to, any person in any jurisdiction where such distribution or availability would contravene applicable law or regulation, or would subject the Company or any of its affiliates to any registration, licensing or other requirement in that jurisdiction.

In particular, the information on this website is not directed at the public in mainland China and must not be construed as an offer to sell, or a solicitation of an offer to buy, any fund or investment product to any person in mainland China. Nothing on this website constitutes the marketing, promotion or distribution of any overseas fund to the public in mainland China.

This website is not directed at, and no information on it is intended for, any "U.S. person" as defined in Regulation S under the United States Securities Act of 1933, as amended.

It is your responsibility to inform yourself about, and to observe, any restrictions that apply to you under the laws of the jurisdiction in which you are located or of which you are a resident or citizen.

Personal information collection statement

We do not collect personal information from visitors to this website except where you voluntarily provide it to us, for example by sending us an email. Where we do collect personal information, we will use it only for the purpose for which it was provided and for directly related purposes.

We do not sell, rent or trade personal information to third parties. We may disclose personal information where required by law, by any regulatory authority, or where necessary to protect our legal rights.

Under the Personal Data (Privacy) Ordinance (Cap. 486), you have the right to request access to, and correction of, personal information we hold about you. To make such a request, please contact us using the details on the Contact page.

Cookies and analytics

This website is a static site. It does not use advertising or cross-site tracking cookies. If analytics are deployed in future, this statement will be updated and, where required, consent will be obtained before any non-essential cookies are set.

Third party links

This website may contain links to third party websites. Those links are provided for convenience only. We do not control, endorse or accept responsibility for the content, accuracy or availability of any third party website.

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Last updated [insert date]. This page is maintained for information purposes and may be updated to reflect changes in our regulatory status.