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Disclaimers and Legal

AFFLUATE FUND MANAGERS

AFFLUATE INVESTMENT MANAGERS UK

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CRITICAL INFORMATION

The Affluate Group, including all of its subsidiaries, does not, under any circumstances, solicit capital, investment funds, investment services, or any other form of financial means from the general public of any country, territory or jurisdiction. Affluate is not authorised to market, offer or provide any financial product or service to the general public. We are an ultra-private resource, and the general public is prohibited from accessing any of our financial products or services.

Affluate, including all of its subsidiaries, is not a discretionary fund or investment manager in any country, territory or jurisdiction. Any individual or persons offering a financial or investment product or service using the name Affluate is doing so illegally, fraudulently, and without lawful authorisation. Report any such incidents to your local financial or investment regulatory authority and to your local law enforcement agency immediately.

SECRECY. SECURITY. SOVEREIGNTY.

The legal and corporate information on this page is true, accurate and free of errors. However, in line with our fundamental business model, information is deliberately left incomplete and presented in a manner that is intentionally unclear to maintain operational privacy and client secrecy.

We employ the highest standards of discretion regarding our clients, investors, and core business operations. We have a private and limited liability corporate structure under the law, and we exercise the associated rights to the maximum degree. The Affluate Group is purposefully structured to be as perplexing and as complicated as possible to maintain operational integrity. We have no desire to be appealing to the general public, nor do we wish to be known by the general public. Engagements with the general public are deliberately avoided at all levels. We are an invitation-only business with a strong distaste for the prying eyes of the uninvited.

The information on this website is limited. Our Group structure is only disclosed on the strength of a request that is issued by a compliance, legal, or regulatory body. We primarily employ these measures to thwart any industrial espionage attempts as most of our work is proprietary. With these measures in place, we achieve a superior level of intelligence collection, counterintelligence, comprehensive operational security, and most importantly, impenetrable client privacy. We appreciate your interest in The Affluate Group—unfortunately, you will not find the information that you so desperately seek.

PUBLIC RECORDS

Public annual returns for all registered Affluate companies will always reflect a value of zero, or close to zero. Affluate enjoys special international benefits, permissions and waivers concerning the non-disclosure of its company annual returns. Our actual public filings and annual return true values are never disclosed in public government registrars.

GENERAL SITE NOTICE

This website operates solely as a public-facing platform for general communication and information purposes only. To a certain extent, it simultaneously operates as a decoy site to protect crucial information from hackers and other entities with malicious intent. Our Client Portal and operational site are hidden from public view and are available only to authorised Affluate employees and existing Affluate clients. Furthermore, this website is monitored by our Surveillance, Protection and Intelligence unit, Affluate SPI. We may collect sensitive and personal information, such as, but not limited to; country location, city location, precise location, personal identification information, and electronic device information, including device activity history. All collected information is considered open-source intelligence (OSINT) and is stored on our servers indefinitely, or until it is evaluated and deemed unimportant by Affluate SPI. Invited investors who have logged into their Client Portal at least once are excluded from all data collection.

INVESTMENT SERVICES DISCLAIMER

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“Affluate Fund Managers”, “Affluate”, or “Affluate Group” refers to the Parent Company that manages all subsidiaries and divisions that are under the legal control of Affluate (Pty) Ltd, Affluate Fund Managers (Pty) Ltd, or Affluate Investment Managers Limited (United Kingdom).

All Affluate investment funds, DiscreteWealth™ portfolios, products and services are exclusive and are offered by invitation-only.

Please take note that the site you are using (“Site”) is intended only for invited clients and qualifying institutional investors who have been invited by our Client Selection Committee.

The Site is not intended or permitted to be accessed or used by any uninvited retail (individual) investor, or any uninvited institutional investor.

The information contained in or on the Site does not constitute an offer or an invitation to subscribe for or make use of any service or investment by a person, whether natural or legal, who is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Affluate, including all of its subsidiaries, is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

By continuing to use the Site, you consent to the above terms and conditions and, in particular, you confirm that you are neither an uninvited individual nor an uninvited institutional investor.

The Affluate Group operates a holding company in London, England, (Affluate Investment Managers Limited, a registered company of England and Wales with company number 14063427). Affluate Investment Managers Limited is mandated to serve other Affluate Group members, in an internally strategic financial capacity only. Affluate Investment Managers Limited is prohibited from offering and providing financial products or services to individuals or corporations within England and Wales. Affluate Investment Managers Limited is not registered with the Financial Conduct Authority (FCA).

The Affluate Group operates two holding companies in Johannesburg, South Africa (Affluate Fund Managers (Pty) Ltd. Registration Number: 2020/009658/07 and Affluate (Pty) Ltd. Registration Number: 2025/813068/07) for administration and controlling purposes only. Affluate and Affluate Fund Managers are NOT registered with, or regulated by the Financial Sector Conduct Authority (FSCA) of South Africa. Affluate and Affluate Fund Managers do not and cannot render or offer any financial services or financial advisory services within South Africa or to the South African general public. Such an undertaking would constitute a severe breach of the South African FAIS Act 37 of 2002 and would be entirely unlawful in every respect. Affluate Fund Managers does not conduct any business in South Africa, nor does it have any financial interests in South Africa. If anyone in South Africa offers investments, or any financial product or service to South Africans under our name, please treat it as unauthorised and fraudulent. Immediately report such incidents to the South African Police Service (SAPS) and the FSCA. Click here for FSCA contact details. Report the incident to Affluate Attorneys as well on legal@affluate.com

Affluate and its subsidiaries are not authorised to and do not provide financial advice in any jurisdiction or country. The products and services offered by Affluate Fund Managers and its subsidiaries are not available to the general public. We do not solicit capital and/or investments from retail investors or the general public in South Africa, or anywhere in the world.

Private Holding Companies

Affluate (Pty) Ltd • Registered company of South Africa with registration number 2025/813068/07

Affluate Fund Managers (Pty) Ltd • Registered company of South Africa with registration number 2020/009658/07

Affluate Investment Managers Limited • Registered company of England and Wales with company number 14063427

Important: The Affluate Group oversees several other entities in jurisdictions with elevated business privacy laws. These entities are our operational holdings and have been excluded from this page for privacy, security, and client confidentiality reasons.

Investment Boutiques

Affluate Δynamic™ • Sovereign Funds

Affluate DiscreteWealth™ • Sui Generis Funds

Research Divisions

RARE • Research and Analysis. Risk and Execution.

NERD • Nuclear Energy Research and Development

Cookie Policy

LEGAL DISCLAIMER

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Information contained on the website is updated regularly. Due to the nature of the information posted, it becomes outdated rapidly. Users are therefore cautioned to independently verify the correctness of information contained on the website that may have become outdated.

Whilst every effort is made to represent accurate financial and technical information on an ongoing basis, inadvertent errors and typographical inaccuracies may occur. Information, laws, rules and regulations may also change from time to time. Information contained on the website is therefore made available without any express or implied representation or warranty whatsoever, and Affluate Fund Managers disclaims liability for any expenses incurred or any damage, claims or costs sustained by users arising from the reliance being placed on the use of links, services or any information or representations contained on the website.

Affluate Fund Managers accepts no liability of any sort resulting from reliance being placed upon outdated information contained on the website by any user or other person.

TRADEMARKS

The portmanteau “Affluate”, ”Blue Martial Eagle” logo, ”Advancing Liberty Through Prosperity” slogan, “HyperAggressive”, “DiscreteWealth”, “SuperAggressive” and “Δynamic” are trademarks of Affluate (Pty) Ltd and Affluate Fund Managers (Pty) Ltd, registered companies of South Africa with registration numbers 2020/009658/07 and 2025/813068/07 respectively, including Affluate Investment Managers Limited, a registered company of England and Wales with company number 14063427. All rights reserved.

All information, pictures and slogans on this website are under the copyright and legal privilege of Affluate (Pty) Ltd, Affluate Fund Managers (Pty) Ltd and Affluate Investment Managers Limited United Kingdom. All rights reserved.

GENERAL E-MAIL DISCLAIMER

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CONFIDENTIALITY

This email is confidential and may contain privileged or copyright information. You may not present this message to another party without consent from a duly authorised representative of Affluate Fund Managers. If you are not the intended recipient please notify the sender and delete this email. You are hereby notified that disclosing, copying, distributing or taking any action in reliance on the contents of this email is strictly prohibited.

LIABILITY

E-mails are not encrypted and cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. Affluate does not certify that this email does not contain viruses or defects. Affluate therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. In the absence of any other agreement to the contrary (or any other agreed arrangement to the contrary), this email is not a binding agreement and does not conclude an agreement without the express confirmation of the sender’s superior or a director of Affluate.

The sender of this email is expressly required not to make any defamatory statements. Any such communication is contrary to Affluate’s policy and outside the scope of the employment of the individual concerned. Affluate will not accept any liability in respect of such communication, and the employee responsible will be personally liable for any damages or other liability arising.

Affluate does not consent to its employees sending unsolicited emails which contravene the law. In the event that you feel this email is such, please notify us in order for the appropriate corrective action to be taken.

ADVICE

Affluate is not licensed to give advice. Any views or opinions presented in this email are solely those of the author and do not necessarily represent those of Affluate. Any action taken on the basis of this email is at the reader’s own risk.

LIBERTY AND AUTHORITY

PROSPERITY AND SUPREMACY

CAPABILITY AND AUTHENTICITY