This portal ("the Portal") is made available by Umbra Capital Partners LLP ("Umbra"), which is authorised and regulated by the Financial Conduct Authority. Access is restricted to firms and individuals who are themselves authorised and regulated by the FCA (or otherwise exempt), acting in their professional capacity as an intermediary or adviser. By clicking confirm, you confirm that you fall within this category and that you will not forward login credentials to anyone who does not.
No advice or recommendation
Nothing in the Portal constitutes investment, tax or legal advice, a personal recommendation, or an offer or solicitation to buy or sell any investment. It is a tool to assist authorised advisers with their own research and due diligence; any recommendation to an underlying client remains the sole responsibility of that client's adviser, who must ensure it is suitable for that client.
Performance data
Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and clients may get back less than they invested. Performance figures are shown net/gross of fees as labelled, are unaudited, and are subject to revision. Data is sourced from Umbra's internal records and from third-party providers including Morningstar, ARC (Asset Risk Consultants) and the Office for National Statistics. Umbra does not warrant the accuracy, completeness or timeliness of third-party data and accepts no liability for errors in it. Comparator/benchmark figures are shown for illustrative purposes only and may not be directly comparable to Umbra portfolios (differing objectives, risk profiles, fee structures and constituent holdings).
Confidentiality and redistribution
Content in the Portal, including third-party data, is provided under licence for use by FCA-authorised adviser firms. Advisers may share content (including screenshots) with their own clients in the normal course of their professional activities. Content must not be redistributed or published more widely, or made available to third parties other than the adviser's own clients, without Umbra's prior written consent.
No warranty
The Portal is provided "as is". Umbra gives no warranty as to its accuracy, completeness or fitness for a particular purpose, and accepts no liability for any loss arising from its use, save to the extent such liability cannot be excluded by the FCA's rules or applicable law.
