WARRANTIES & EARNINGS DISCLAIMERS
Definitions. For the purposes of this page, “User” means any person who accesses, views, downloads, registers for, subscribes to, purchases, or otherwise uses any Taking Stock Marketing Ltd website, content, product, service, email, webinar, course, programme, community, or communication.
Acceptance. By using this site or any of our materials, you agree to these Warranties & Earnings Disclaimers. If you do not agree, do not use the site or our materials.
Education only — no advice
Taking Stock Marketing Ltd provides educational content. No warranties are given or implied. Our materials are for general educational purposes only. They are not psychological, personal financial, investment, tax, legal, or medical advice, and they are not a solicitation or recommendation to buy, sell, or short any security or instrument. If you suspect any physical or psychological condition, seek appropriate professional care before using our content or attending a programme.
Trading risk
Trading and investing involve significant risks. Losses can and will occur. With margined instruments (e.g., futures and options), losses can exceed your initial deposit. No method, system, or indicator can guarantee profits or prevent losses. Past results do not necessarily indicate future performance.
No earnings claims
Any financial figures referenced (here or on our sites) are illustrative concepts only and are not average or expected earnings, promises, or guarantees of future performance. Always consult your accountant, lawyer, or regulated financial adviser before acting on any information related to a lifestyle change, business endeavour, or financial decision. You alone are responsible for your decisions and results; by registering or purchasing you agree not to hold us liable for your decisions, actions, or outcomes.
Use as a starting point
Do not rely solely on our materials. Use them as a starting point for independent research into any analysis, systems, methods, strategies, or position-sizing approaches, and judge for yourself their merits. Taking Stock Marketing Ltd does not recommend or endorse any specific trading or investing system or method. Research all systems, methods, and market strategies thoroughly.
Appropriateness
Carefully consider whether trading the markets is appropriate for you in light of your experience, objectives, financial resources, and other circumstances.
Performance assumptions & advice clarification
It should not be assumed that the methods, techniques, or indicators presented here, and in our products and publications, will be profitable, or that they will not result in losses. Past results of any individual trader, trading system, or position-sizing strategy published by us are not indicative of future returns by that trader or system, and are not indicative of results that will be realised by you. In addition, the systems, strategies, columns, articles, emails, newsletters, and all other features of our content are provided for informational and educational purposes only and should not be construed as investment advice.
Accuracy, changes, and verification
Information is compiled from sources believed reliable and accurate to the best of our knowledge, but accuracy, completeness, and validity cannot be guaranteed. Changes may be made to the website and content at any time. Independently verify all information before acting. Taking Stock Marketing Ltd, the authors, and our affiliates assume no responsibility for your trading or investment results and do not accept liability for any loss or damage arising from reliance on information provided.
Regulatory status (summary)
We are not an investment advisory service, not a registered investment adviser or broker-dealer, and not a CFTC-registered FCM, IB, or CTA. (See our Terms & Conditions for full jurisdictional notices.)
Technology & service failures
This disclaimer applies to any damages or injury caused by failure of performance, error, omission, interruption, deletion, defect, delay in operation or transmission, computer virus, communication line failure, theft or destruction, or unauthorised access to or use of records—whether in contract, tort (including negligence), or otherwise.
Acceptance of risk & responsibility (applies to every User)
By accessing or using any Taking Stock Marketing Ltd website, content, product, or service, you (the “User”) acknowledge the risks involved in trading financial products and investing in all asset classes, and you agree that you—not Taking Stock Marketing Ltd nor any of its featured speakers, affiliates, directors, shareholders, or employees—are responsible for any losses, financial or otherwise, arising from your use of our materials. Taking Stock Marketing Ltd, and any of its directors, shareholders, employees, featured speakers, or affiliates, shall under no circumstances be liable for lost profits, lost opportunities, misstatements, or errors contained within any pages or products. You also agree that Taking Stock Marketing Ltd will not be liable for data accuracy, server problems, or any special or consequential damages resulting from the use of, or inability to use, any materials published on our websites. You agree that Taking Stock Marketing Ltd shall be held harmless for any act resulting directly or indirectly from your use of our websites, data, content, materials, associated pages, and documents.
Indemnity
Users agree to indemnify and hold harmless Taking Stock Marketing Ltd from and against any damages, costs, and expenses (including reasonable legal fees) arising from your breach of these notices or the application or misuse of information we provide. You assume all risk resulting from the application of any information we provide.
Limitation of liability
To the fullest extent permitted by law, Taking Stock Marketing Ltd and its suppliers, affiliates, agents, directors, officers, employees, representatives, successors, and assigns shall not, directly or indirectly, be liable to you or any other person for any: (a) inaccuracies or errors (including quotes and financial data); (b) delays, errors, or interruptions in delivery of course material or other information; or (c) loss or damage arising therefrom or occasioned thereby, or by any reason of non-performance, whether in contract, tort (including negligence), statutory duty, or otherwise. By using any Taking Stock Marketing Ltd website or content, you agree that use is entirely at your own risk.
Jurisdictional notice
Our materials are educational publications and not regulated investment advice.
UK: we are not authorised by the FCA to provide regulated investment services.
US: we are not registered with the SEC, CFTC, NFA, or FINRA; CFTC/SEC rules on hypothetical performance apply—hypotheticals are not indicative of future results.
Australia: we do not hold an AFSL and do not provide financial product advice; seek independent advice and read any relevant PDS.
Canada: we are not registered with any Canadian securities regulator or CIRO; materials are general education, not investment advice under provincial/territorial securities laws.
Other jurisdictions: access may be restricted by local law; nothing is directed at any person where distribution or use would be unlawful.
Factual statements on any Taking Stock Marketing Ltd website or in our publications are made as of the stated date and are subject to change without notice.