Risk Disclaimer — Investment Bastion

1. No Investment Advice

Investment Bastion is a data and analytics platform.

The information provided:

• does not constitute investment, financial, trading, legal, or tax advice;
• does not recommend buying, selling, or holding any securities;
• does not take into account your personal circumstances or financial objectives.

All decisions made based on information from Investment Bastion are at your own risk.

2. Data, Metrics, and Scores May Be Incomplete or Inaccurate

Investment Bastion aggregates publicly available financial data, regulatory filings, and processed analytics.

While we strive for accuracy, we do not guarantee that:

• the data is complete, correct, current, or suitable for your needs;
• forecasts, estimates, or growth projections will be accurate;
• calculated scores, factors, or ratings represent true company performance;
• methodology changes will not alter results.

Errors, omissions, delays, and interruptions may occur.

You assume full responsibility for verifying information independently.

3. Past Performance Is Not Indicative of Future Results

Investment Bastion displays two types of performance data:

• Live model performance — calculated by Investment Bastion in real time since the portfolios' inception in June 2024. This is based on model portfolios, not actual client accounts.
• Backtested performance — historical simulations based on Investment Bastion's methodology applied to past data. Backtested results have inherent limitations such as hindsight bias, survivorship bias, and assumptions that may not hold in live markets.

Both types of performance data:

• are denominated in US dollars;
• do not represent actual trading results;
• do not include brokerage commissions, bid-ask spreads, taxes, or other transaction costs;
• may differ significantly from real-world outcomes in either direction.

Past performance, whether live or backtested, is not indicative of future results.

4. All Investment Strategies Involve Risk

Investing in equities or other financial instruments involves risk of:

• loss of capital,
• high volatility,
• industry-specific events,
• macroeconomic shocks,
• liquidity constraints,
• unexpected market disruptions.

You may lose part or all of your investment.

No strategy, factor score, ranking, or portfolio presented on Investment Bastion can guarantee profits or limit losses.

5. Portfolios Provided Are Not Managed Accounts

Portfolios shown on Investment Bastion:

• are not personalised or tailored to you;
• are not recommendations to buy or sell;
• do not represent managed or discretionary accounts;
• may change at any time without notice.

Bastion Portfolios are algorithmic and systematic. Stock selection and rebalancing decisions are made automatically based on multifactor strategy ratings, not by a human portfolio manager. All portfolios are equal-weighted and rebalanced monthly using closing prices on the last trading day of each month.

Due to the systematic nature of the process, individual stocks may enter and exit a portfolio multiple times during the year as their ratings fluctuate. This is a normal part of the algorithmic approach and does not imply a negative or positive view on any particular stock.

You alone are responsible for evaluating whether any securities or strategies are appropriate for you.

6. Methodologies May Change

Investment Bastion may update or modify at any time:

• factor scoring models,
• strategy definitions,
• calculation methods,
• data sources,
• portfolio construction logic.

These changes may alter rankings, screens, and historical results.

Such updates do not constitute grounds for refunds or liability.

7. No Guarantee of Service Availability

We do not guarantee:

• uninterrupted access to the platform,
• that the website will be error-free,
• that data feeds will always be available,
• that the Service will function during market volatility or outages.

You agree that temporary unavailability does not constitute a basis for financial claims.

8. You Are Responsible for Your Own Decisions

By using Investment Bastion, you acknowledge that:

• all investment decisions are your own;
• you are solely responsible for risk management;
• you must conduct your own due diligence;
• you should consult a qualified financial professional if needed.

Investment Bastion and INBASTION LTD assume no responsibility for losses you may incur.

9. Regulatory Status

Investment Bastion:

• is not an investment adviser, broker-dealer, asset manager, or financial institution;
• does not provide regulated financial services;
• is not authorised or regulated by the FCA or any financial authority.

The platform is an informational and educational tool only.

10. Contact

If you have questions about this Risk Disclaimer:

INBASTION LTD

trading as Investment Bastion

Email: [email protected]