Terms of Service

These terms apply to your use of this website and to the complimentary Fund Visibility & Digital Authority Audit we offer through it.

Last updated: 15 September 2026

1. Who these terms are with

This site is operated under the brand Crabtree Advisory by {{LEGAL_ENTITY}} (“we”, “us”), registered at {{REGISTERED_ADDRESS}}. By using this site or submitting any form on it, you agree to these terms. If you do not agree with them, please do not use the site.

2. What this site is

This is a marketing website. It describes marketing and investor-visibility services for fund managers and invites you to request a complimentary audit. There is no account, no subscription and no software service here; nothing on this site is a product you purchase or license.

Our Disclaimer and our Privacy Policy form part of these terms. The Disclaimer, in particular, sets out that nothing here is investment advice or an offer of any security.

3. Acceptable use

You agree not to:

• use this site for any unlawful purpose, or in breach of any regulation that applies to you;
• submit a form as someone else, use an email address that is not yours, or impersonate any person or firm;
• submit personal information about anyone else — including your investors, colleagues or clients — unless you are entitled to give it to us;
• probe, circumvent or overload our bot checks, rate limits or infrastructure, or submit forms in an automated way;
• scrape, copy or republish substantial parts of this site, except for ordinary search-engine indexing;
• upload or transmit malicious code, or attempt to gain access to systems or data that are not yours.

4. What you promise when you submit a form

When you submit any form on this site you confirm that the information you give us is true and accurate to the best of your knowledge, that the email address is yours and that you are entitled to use it, and that you are authorised to give us the firm details you provide — including firm name, years in the industry and the assets-under-management range you select.

You are also confirming that you are requesting business-to-business contact from us. Normally our team is notified after email confirmation. Verification failures or the send limit can cause an enquiry to reach the team before confirmation, with its status labelled accordingly; see section 4 of the Privacy Policy. We may decline, ignore or delete any submission, and we may block access to the site, at our discretion.

Please do not send us confidential information, material non-public information, or anything you are not free to disclose. Information you submit through this site is not treated as confidential simply because you sent it, and we have no confidentiality obligation to you unless we agree one in writing.

5. The complimentary audit

The audit is offered free of charge and at our discretion. Requesting it does not create an engagement, a retainer, an advisory relationship or any contract between us, and nothing on this site is an offer capable of being accepted. We do not commit to producing the audit, to producing it within any particular time, or to producing it in any particular form; a person on our team follows up, and what happens after that is a matter for discussion.

Any observations, findings, scores or recommendations we share are our opinion as a marketing services provider, based on information that is publicly available or that you gave us. They are provided as-is and without any warranty. Any actual engagement would be governed by a separate written agreement, and only that agreement would create obligations between us.

6. Intellectual property

The content of this site — text, layout, design, graphics, logos and the Crabtree Advisory name and marks — belongs to {{LEGAL_ENTITY}} or its licensors and is protected by intellectual property law. You may view and print pages for your own internal use. You may not otherwise reproduce, adapt, republish or use them commercially without our written permission.

Material you send us stays yours. By sending it, you give us a non-exclusive, royalty-free licence to use it internally for the purpose of preparing and discussing the audit with you. We will not publish anything about your firm, or on your firm’s behalf, without your approval.

7. Third-party links and services

This site links to, and loads services from, third parties — including Cloudflare, Google, Microsoft and Meta, as described in the Privacy Policy. We do not control those services or any site we link to, we are not responsible for their content or practices, and their own terms and privacy policies apply to your use of them. A link is not an endorsement.

8. No warranties

This site and the complimentary audit are provided on an “as is” and “as available” basis. To the fullest extent permitted by law we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose and non-infringement. We do not warrant that the site will be uninterrupted, error-free or secure, that the information on it is complete or current, or that any particular result — search ranking, visibility, investor interest, capital raised or otherwise — will follow from anything we say or do.

9. Limitation of liability

To the fullest extent permitted by law, we are not liable for any indirect, incidental, special, consequential or punitive damages, or for lost profits, lost business, lost opportunities, lost data or reputational harm, arising out of your use of this site or of the complimentary audit, even if we were told such damages were possible.

Our total aggregate liability arising out of this site and the complimentary audit is limited to one hundred United States dollars (US$100). The audit is provided free of charge, and this limit reflects that. Some jurisdictions do not allow certain exclusions or limitations, in which case they apply only as far as the law allows, and nothing in these terms limits liability for fraud, fraudulent misrepresentation, death or personal injury caused by negligence, or any other liability that cannot lawfully be excluded.

10. Indemnity

You agree to indemnify us against claims, losses and reasonable costs arising from your breach of these terms, from information you submit that turns out not to be true or not to be yours to give, or from your use of this site in breach of any law or regulation that applies to you.

11. Suspension and termination

We may change, suspend or withdraw any part of this site, or block a visitor or an email address from using it, at any time and without notice. The sections of these terms that by their nature should survive — intellectual property, warranties, liability, indemnity and governing law — continue to apply afterwards.

12. Changes to these terms

We may update these terms. The current version is always on this page, with the date at the top. Continuing to use the site after a change means you accept the updated terms; if you do not, stop using the site.

13. Governing law and jurisdiction

These terms, and any dispute arising out of them or out of your use of this site, are governed by the laws of {{GOVERNING_LAW}}, without regard to conflict-of-laws rules. The courts of {{GOVERNING_LAW}} have exclusive jurisdiction, except where the law of your country of residence gives you the right to bring proceedings elsewhere.

14. General

If any provision of these terms is held unenforceable, the rest continues in force. Our not enforcing a provision is not a waiver of it. These terms, together with the Privacy Policy and the Disclaimer, are the entire agreement between us regarding this site, and they do not create any third-party rights.

15. Contact

{{LEGAL_ENTITY}}, {{REGISTERED_ADDRESS}}. Questions about these terms go to privacy@wearecrabtree.com.