No Investment Advice

app.inverist.com is an information and documentation tool. It helps you record, structure and keep track of your own positions, sources, assumptions and decisions. Nothing more.

What the service is not

app.inverist.com does not provide investment advice. Nor does it provide investment or execution brokerage, portfolio management, tax advice or legal advice. The provider holds no authorisation from any financial supervisory authority and does not act towards you as an investment firm.

How assessments in the service are to be understood

The service displays metrics, scenarios, weightings, scores, colour codes and rankings. These are not a personal recommendation to buy, hold or sell any financial instrument. They are the mechanical result of assumptions, weights and data sources set by you or by third parties — any of which may be wrong.

In particular:

• A colour, a rank or a score is an ordering of your own inputs, not a statement about whether an instrument is suitable for you.
• The service does not know and does not assess your financial situation, investment objectives, investment horizon, risk tolerance or knowledge. No suitability or appropriateness assessment takes place.
• Third-party content — research documents, analyst estimates, assessments contributed by contacts you add to your mandate — remains the statement of that third party. The provider does not adopt it as its own and does not verify its accuracy.
• Past performance is not an indicator of future results.

Your decision

Every investment decision is yours alone and at your own risk. You may lose all of the capital you commit. Where necessary, obtain independent professional advice before deciding.

No solicitation

The content of the service is neither an offer nor a solicitation to buy or sell financial instruments and is not directed at persons in jurisdictions where such an offer would be unlawful.

Version date: 2026-08-03