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TERMS & CONDITIONS

1) Purpose and educational use
This website and all related materials are provided for educational purposes only. Nothing herein constitutes financial, investment, tax, or legal advice. Nothing on this site is a solicitation or recommendation to buy, sell, or short any security or instrument. Futures, forex, stocks, options and other financial instruments carry substantial risk. With margined instruments (for example, futures/options), losses can exceed your initial deposit. Losses can and will occur. No method, system, or indicator can guarantee profits or prevent losses. Past results do not necessarily indicate future performance.

2) Who we are
This website is operated by Taking Stock Marketing Ltd.
All site content is owned by Taking Stock LLP and licensed to Taking Stock Marketing Ltd.

3) Regulatory status and jurisdictional scope
Taking Stock Marketing Ltd provides educational information only and does not provide personalised investment advice or act as a broker, dealer, investment adviser, futures commission merchant, commodity trading advisor, introducing broker, or similar regulated service provider in any jurisdiction.

  • United Kingdom: not authorised by the Financial Conduct Authority (FCA) to provide regulated investment services.

  • United States: not registered with or regulated by the SEC, CFTC, NFA, or FINRA.

  • Australia: not licensed by ASIC and does not hold an Australian Financial Services Licence (AFSL).

  • Canada: not registered with any Canadian securities regulator or self-regulatory organisation, and not a member of the Canadian Investment Regulatory Organization (CIRO). Materials are general information/education and not investment advice under Canadian provincial/territorial securities laws.

  • Other jurisdictions: materials are general information/education and not tailored to any jurisdiction’s regulatory requirements. You are responsible for complying with the laws and regulations applicable to you where you reside.

4) Personal responsibility
By purchasing, downloading, viewing, listening to, or using any product or service of Taking Stock Marketing Ltd, you acknowledge that all trading and investment decisions and outcomes are solely your responsibility. You agree that Taking Stock Marketing Ltd, its directors, shareholders, affiliates, business associates, contributors, and clients featured in any materials are not liable for your results.

5) Performance and hypothetical results
Examples, case studies, and backtests are for illustration only and are not solicitations to buy or sell. Hypothetical or simulated performance has inherent limitations, including hindsight bias and the absence of real financial risk. Many factors in live trading—such as slippage, liquidity, discipline, and risk tolerance—adversely affect actual results and are not captured in simulations.

6) Intellectual property and licence to you
All content on this site—including text, audio, video, graphics, logos, templates, frameworks, data compilations, downloads, and recordings—is the property of Taking Stock LLP and protected by UK and international copyright and related laws.
You are granted a personal, non-transferable, non-exclusive licence to access purchased materials for your individual use only, subject to these Terms. You may not forward, share, or otherwise provide subscription access or materials to any other person. You may not copy, republish, redistribute, resell, rent, lease, frame, or otherwise exploit the content except as expressly permitted. Where attribution is required, reference Taking Stock Marketing Ltd and the site URL.

7) Acceptable use
Account sharing is prohibited. You may not scrape, harvest, or otherwise extract data from the site; reverse-engineer any part of it; or use the content to create competing products or services.

8) Third-party links
We may provide referrals to or links to other websites. Taking Stock Marketing Ltd is not responsible for the content, policies, or practices of third-party sites.

9) Indemnity
You agree to defend, indemnify, and hold harmless Taking Stock Marketing Ltd and its directors and shareholders from any and all claims, liabilities, costs, and expenses arising from your breach of these Terms or your use of the site, products, or services.

10) Changes to these terms
We may revise these Terms or impose new terms at any time by posting updated terms on the website. Changes take effect immediately upon posting. You are responsible for reviewing the Terms periodically. Your continued access or use of the site after changes are posted constitutes your acceptance of the changes.

11) Governing law and jurisdiction
These Terms are governed by and construed in accordance with the laws of England and Wales. The courts of England and Wales have exclusive jurisdiction over any dispute arising from or in connection with these Terms, subject to Section 13 for US customers.

12) Jurisdictional notices (UK, US, Australia, Canada, other jurisdictions)
United Kingdom: materials are educational publications and are not “investment advice” or “arranging deals” under the Financial Services and Markets Act 2000. If you require investment advice, seek an FCA-authorised adviser.
United States: materials are educational publications; we are not acting as an investment adviser under the Investment Advisers Act of 1940 or as a broker-dealer under the Securities Exchange Act of 1934, and we are not a CFTC-registered FCM, IB, or CTA. CFTC/SEC rules on hypothetical performance apply; hypothetical performance is not indicative of future results.
Australia: materials are general information only and do not take into account your objectives, financial situation, or needs. We do not hold an AFSL and do not provide financial product advice. Consider seeking independent advice and read any relevant Product Disclosure Statement before making decisions.
Canada: materials are general educational publications and are not investment advice for the purposes of Canadian provincial/territorial securities laws. We are not registered as an adviser, dealer, or investment fund manager in any province or territory and are not a member of CIRO. If you require advice, consult a registered Canadian adviser.
Other jurisdictions: access may be restricted by local law. We may decline orders or access from jurisdictions where our offering could be unlawful. Nothing on the site is directed at any person in any country where such distribution or use would be contrary to local law or regulation.

13) US customers — arbitration agreement and class-action waiver
Applies only to customers whose billing address is in the United States.

a) Informal resolution first
Before filing a claim, you agree to email [legal@takingstockmarketing.com] with a brief description of the dispute and your contact details. We will try to resolve it within 30 days.

b) Binding arbitration (AAA) and FAA
If not resolved, any dispute, claim, or controversy arising out of or relating to your purchase or use of our products or services will be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules. The Federal Arbitration Act (FAA) governs the interpretation and enforcement of this Section.
Location/mode: You may choose (i) video/telephone arbitration, (ii) arbitration based on written submissions, or (iii) an in-person hearing in your US county of residence or New York, NY.
Arbitrator’s authority: The arbitrator may award individual relief as a court could (including injunctions, damages, and attorneys’ fees where permitted by law).
Fees: AAA rules govern fees. We will pay any AAA consumer filing/administrative fees beyond the first US$200 you pay, unless the arbitrator finds your claim frivolous.

c) Class-action and jury-trial waiver
You and we agree to bring claims only on an individual basis. No class, consolidated, or representative actions or proceedings are permitted. You waive any right to a jury trial.

d) Small-claims and IP carve-outs
Either party may bring an individual claim in small-claims court in your county of residence if eligible. We may seek injunctive or equitable relief in court to protect intellectual property, confidentiality, or data security without first going to arbitration.

e) Opt-out (30 days)
You may opt out of this arbitration agreement within 30 days of your first acceptance by emailing [legal@takingstockmarketing.com] with subject “Arbitration Opt-Out” and your name, email, billing address, and a statement that you wish to opt out.

f) Governing law; severability
Except as the FAA applies to this Section, the rest of the Terms are governed by the laws of England and Wales. If any part of this Section is found unenforceable, it will be severed and the remainder enforced to the maximum extent permitted. This Section survives termination of the Terms.