Terms & Conditions
Important Notice
Gerard Floyd & Partners ("the Firm") operates solely as a financial introducer and strategic consultant. We provide connectivity between clients, financial institutions, and investment issuers. Please note that we do not hold client funds, manage investments directly, or provide specific financial advice. All interactions are subject to status and regional regulatory requirements.
Investor Qualification
Potential investors must confirm their status as a 'Professional Client', 'High Net Worth Investor', or 'Sophisticated Investor' before receiving access to specific investment materials. This self-certification process is mandatory to ensure regulatory compliance and match the right opportunities with the appropriate capital profile.
Risk Warning
All investments introduced through our firm involve srisk and may not be suitable for every individual. Asset values can fluctuate considerably, and investors should be prepared for the possibility of losing their entire initial allocation. Past performance records are not indicative of future performance.
No Advice
Does not offer financial, tax, or legal advice. Information provided is strictly for information and should not be construed as a recommendation. Investors are encouraged to seek independent professional guidance before proceeding with any financial commitment.
Key Risks Include
- Capital Loss: Your entire initial investment remains at risk.
- Illiquidity: Many introduced projects involve private assets that lack a secondary market.
- Dividend Uncertainty: Payments are contingent on issuer performance and are not guaranteed.
Data Protection & GDPR
Protection of your personal information is paramount. We handle your data with the highest discretion, fully adhering to the General Data Protection Regulation (GDPR) and other applicable privacy protocols to ensure your data remains secure.
Communication Policy
We primarily utilize digital channels to provide strategic opportunities and reports. By engaging with our firm, you consent to receive such communications, which are tailored to alignment with your confirmed investor profile and professional interest.
Opt-Out / No Contact Requests
You have the full right to withdraw your consent and opt-out of our network communications at any stage. Removing your profile from our database is a straightforward process handled upon request via our digital support channels.
Key Principles
Integrity, transparency, and professional excellence govern every introduction we facilitate. We aim to foster long-term relationships through clear communication and the provision of artisanal financial connectivity within global markets.
Contact & Data Use
We process your profile data strictly to identify relevant financial introductions and ensure documentation matches your requirements. We maintain strict internal controls to prevent unauthorized sharing or use of your information.
Acceptance
By utilizing this site and its resources, you acknowledge that you have read and agreed to these full Terms and Conditions. Continued access to our strategic financial connectivity service constitutes complete acceptance of these guidelines.