Investment Research & Governance · MCH Analysis

Investment Research & Regulatory Disclaimer

MCH Analysis provides general and impersonal investment research and information — what that means and what it does not.

Framework effective date
Last updated
Framework version
1.1
Operator
MCH Advisory (Pty) Ltd

MCH Analysis provides general, impersonal investment research and information only. This disclaimer forms part of the MCH Analysis policy framework and applies to every research report, ranking, score, Alpha Lab output, options analytic and methodology page published on the MCH Analysis platform.

This policy forms part of the MCH Analysis policy framework. Your use of the Service is governed by the MCH Analysis Subscriber Agreement and, for personal information, the Privacy and Cookie Notice; where this policy and either of them differ, the Subscriber Agreement or the Notice prevails.

01

Nature of the service

MCH Analysis is general and impersonal research and information. MCH is not a licensed financial services provider or a registered investment adviser.

The regulatory characterisation of a service depends on its facts, content, distribution and applicable law.

Purchasing a subscription does not establish a discretionary investment-management, brokerage, fiduciary or personal financial-advice relationship; see the Pricing & Subscription Policy.

02

Not personalised advice

MCH Analysis does not take account of an individual subscriber's objectives, financial circumstances, risk tolerance or suitability. It is written for a general audience and is not addressed to the circumstances of any particular investor.

Publication of a security, ranking, score, expected return, target price or scenario does not create a personal recommendation.

Investment decisions remain the responsibility of the user. Users should obtain independent professional advice where appropriate.

03

No offer or solicitation

Research is not an offer or solicitation to transact in any security.

04

No guarantee

Content is not a guarantee. The matters MCH does not warrant, including that forecasts will occur or that target prices will be reached, are set out in the Terms of Service.

05

Estimates, models and data

Users should be aware that:

  • research may contain estimates and models that can be wrong
  • research may use third-party data that has not been independently verified in every instance
  • research can become outdated
  • market prices can move rapidly

Every publication reflects the information available at its research cut-off, and later events may invalidate earlier conclusions.

06

Risk of loss

Options, derivatives, leveraged securities and volatile instruments can result in material or total loss.

07

Tax

Tax consequences differ by investor and jurisdiction.

08

Conflicts, research integrity and performance

MCH-related persons or associated investment vehicles may hold securities discussed. Holdings and conflicts are disclosed under the Conflicts of Interest & Securities Ownership Policy.

The standards under which research is produced, classified and revised are set out in the Research Integrity Policy. The classification of backtests, simulations and forecasts is governed by the Performance & Backtesting Policy.

09

Questions

Questions about research methodology, data or a specific publication may be sent to research@mchadvisoryservices.com.

Related policies

Questions about this policy: research@mchadvisoryservices.com. All policies: MCH Analysis legal.