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. Please read these Terms carefully using the Website. By clicking "I Accept" below, you agree to these Terms. If you do not agree to these Terms, you will not be permitted access to the Website.
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.
Legal and Regulatory Status
In the UK, Ireland, Luxembourg, Italy, Netherlands and Switzerland: The Website and its content has been issued and approved 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.
Access to the Website
Users are responsible for ensuring that their declarations regarding their country of residence and investor type when accessing the Website are accurate.
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. Users of this Website must ensure that they are legally permitted to use the Website in the country where they do so.
This Website, and the information on it, is not intended to be made available in breach of applicable law and regulation in any jurisdiction.
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.
No offer
The information available on the Website is provided for informational purposes only.
The information available on the Website 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 investment products.
The information available on the Website does not constitute investment advice or a recommendation to buy, sell or otherwise transact in any particular product. First Trust has not taken account of your particular investment objectives, financial situation or investment needs.
Investors are responsible for evaluating the merits and risks associated with the use of any material on the Website and for making any investment decision based on that material. We strongly recommend that you seek professional advice before making any investment decision.
Nothing on this Website shall, or is intended to, constitute financial, legal, accounting or tax advice.
Offering Documents
The terms of investment in any investment 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 investment 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. Please refer to the relevant Offering Documents for a full description of the risks of investing in an investment product.
An investment in any investment product must only be made having carefully read 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. Copies of Offering Documents are available on the Website at the following address https://www.ftglobalportfolios.com/DocumentLibrary.aspx or from your broker or financial adviser.
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.
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 investment 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 an investment product is no indication of future performance. No representation is made that any investment product will, or is likely to, achieve results similar to those shown.
Investing in Investment Products
No orders will be transmitted, received or executed by First Trust via this Website.
It is not possible to acquire any units in any investment products via this Website.
More generally, certain investment products displayed on this Website may not be eligible for sale or available to residents of certain countries or certain categories of investors. You must make your own independent assessment as to your eligibility to invest in any investment product referred to on the Website under the local laws that apply to you and your investment.
We strongly recommend that you seek professional advice before making any investment decision.
Conflicts of Interest
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 or to manage conflicts of interests in a way that ensures fair and equal treatment for and between its clients.
Third Party Content
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
