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Terms and Conditions

Draft — to be reviewed by legal counsel before publication. Last updated October 2026.

1. Information only

The content of this website is provided for information purposes only. It does not constitute a public offering of securities, an investment recommendation, or legal, tax or financial advice, and is not directed at persons in jurisdictions where such content would be unlawful.

2. No client relationship

Submitting an application does not create a client relationship. A relationship is established only after satisfactory completion of the onboarding process and execution of the relevant agreements.

3. Risk

Investments involve risk, including the possible loss of the capital invested. Past performance is not a guarantee of future results.

4. Accuracy of information

By submitting an application you confirm that the information and documents provided are true, complete and up to date, and you undertake to inform the Firm of any change.

5. Intellectual property

All content, trademarks and logos on this website belong to Sophia Investment Trust and may not be reproduced without written permission.

6. Governing law

These terms are governed by the laws of the jurisdiction in which the Firm is established. [Jurisdiction to be confirmed by counsel.]