Terms & Conditions

1. Introduction

Thank you for visiting this website (johnbaronportfolios.co.uk). The website is owned and operated by Equi Ltd, a company registered in England and Wales with company number 09642453, referred to as "we", "our" and "us" in these terms and conditions.

This page (together with our Privacy Policy, which is available here) tells you information about us and the legal terms and conditions on which you can access and use the website.

If you continue to use this website, you are agreeing to comply with and be bound by the following terms and conditions of use; should you disagree with any part of these terms and conditions, you should not use the website.

We may change these terms and conditions of use without notice, and you agree to be bound by any updated terms.

2. No advice

The website is a record of John Baron's investment trust portfolios and the trades which sustain them. All content on the website is provided for general information only, does not constitute investment advice, and is not intended to address your particular requirements.

The contents of the website should not be seen as or relied upon by you as a personal recommendation or advice to buy or sell, or to take or refrain from taking any other action in respect of any investment and the content of the website should not be treated as constituting an endorsement of any investment or as investment, personal or financial advice.

For more information on this important point, please refer to the full Disclaimer, which is available here.

3. No warranty and website availability

Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on the website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors, and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.

We may update the website from time to time, and may change its content at any time. However, please note that any of the content on the website may be out of date at any given time, and we are under no obligation to update it.

Due to the inherent nature of the Internet, errors, interruptions and delays may occur in the service at any time. Accordingly, the website is provided on an "AS IS" and "AS AVAILABLE" basis without any warranties of any kind. We do not accept any liability arising from any interruption in availability.

4. Exclusion and limitation of liability

We will not accept any liability for any loss sustained by anyone who has relied on information provided by the website or any other content linked to/from the website. In addition, we take every care to ensure that its content is accurate but cannot guarantee this. It shall be your own responsibility to ensure that any products, services or information mentioned by this website meet your specific requirements. Please refer to the Disclaimer, which is available here.

The website may also include links or references to other websites. These links or references are provided for your convenience to provide further information. They do not signify that we endorse any website. We have no responsibility for the content of such linked or referenced websites and accept no liability whatsoever for any losses arising from any use of such websites.

5. No reproduction (copyright, confidential information and trade marks)

This website contains material which is owned by (or licensed to) us. This material includes, but is not limited to, the design, layout, appearance, and both tabular and general information. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.

This website includes confidential information (including information about the investment structures, positions and strategies of John Baron’s investment portfolios) and ‘know-how’ concerning the best approach to investment, particularly in investment trusts. Equi Ltd claims rights in and to this confidential information and know-how to the fullest extent permitted by law.  In using the website, including as a subscriber, you acknowledge the confidentiality of the information provided on it and you agree not to use any such confidential information or know-how for purposes other than those expressly permitted by these Terms & Conditions.

As a visitor to the website, you may download a single copy of the content on it to a single computer or other device for your own private purposes only and print a single copy of the same for the sole purpose of retaining a copy for your own personal records only.

Nothing in these terms and conditions shall be construed as conferring any wider licence to use or reproduce any content included on the website. Without limitation to the above, you agree that you must not:

  • modify the paper or digital copies of any materials you have printed off or downloaded in any way;
  • use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text; or
  • copy or distribute any material for any commercial or business purpose.

For the avoidance of doubt, you may not use any part of the material on this website to establish, maintain, provide, or assist in establishing, maintaining or providing your own publications, internet site or other means of distribution. As such, you may not relay, refer or pass on by any method any part of the material on this website to third parties.

No use of John Baron's name or the name "John Baron Portfolios" (or any logos and/or other trade marks which may be reproduced on the website), may be made by you without separate express written agreement being given by us, which shall be at our sole discretion.

6. Subscription rights and responsibilities

By becoming a member of the subscription service, you confirm that all of your registration details are correct and that you will keep your details up to date by contacting us by email.

You agree to pay for the subscription service at the price (and for the period) as stated on the website from time to time. At the time of writing, these fees shall be payable through your payment provider whose Terms and Conditions will apply to subscription members.

Services rendered by the subscription service will start from the day a subscription payment is received and will continue until the subscription is cancelled. All payments may take up to a week to be processed.

Your subscription cannot be transferred to or shared with anyone else.

Your trial membership cannot be extended by any means, cannot be transferred to or shared with anyone else, and is only available once so any registration and payment for a further trial will be terminated without any refunding of the cost.

Reproduction of any material received by members as part of the subscription service is strictly prohibited. The information provided as part of the subscription service is for members only, and all of the restrictions set out in section 5 above shall apply to any content, information or material which is received by subscribers.

7. Cancellation of subscription service

If you cancel within 14 days of the start of your subscription, you are entitled to a full refund and your membership will end immediately.

After this initial 14-day period, you may cancel your subscription at any time by giving 30 days' notice to us of your intention to stop receiving the subscription service. Please note, however, that any cancellation request received after the initial 14-day period will not result in a refund of the subscription fee.

We may cancel or cease to provide the subscription service at any time by giving 30 days' notice to you of our intention to stop providing the subscription service. In such circumstances, we may (in our sole discretion) provide a pro rata refund of subscription fees in respect of the remaining subscription service period at the time of termination.

We reserve the right to cancel or not renew your subscription, without notice or liability, if we determine that you have breached these terms and conditions. Under such circumstances, you will be notified by an email sent to the email address you have provided.

8. Events outside of our control

Without prejudice to section 3 above, we will not be liable to provide the website or any element of the subscription service if we are prevented from doing so due to an event outside of our control (for example, in the event of war, riot, fire, flood, serious loss of Internet service, etc.)

In particular, since the continuing operation of the website and the updating of the subscription service relies on John Baron, we reserve the right to suspend or cancel the updating of the website and/or the subscription service at any time due to John Baron's death, severe illness or other circumstances having a seriously detrimental effect on the ability to supply those services. If it becomes clear that such circumstances are irreversible or likely to last for a long period of time, the subscription service will be cancelled in accordance with section 7 above.

9. Other important terms

Each of the paragraphs of these terms and conditions operates separately. If any court or relevant authority decides that any of them are unlawful or unenforceable, the remaining paragraphs will remain in full force and effect.

If we fail to insist that you perform any of your obligations under these terms and conditions, or if we do not enforce our rights against you, or if we delay in doing so, that will not mean that we have waived our rights against you and will not mean that you do not have to comply with those obligations.

These terms and conditions are governed by English law and are available only in English. You and we both agree that the courts of England and Wales will have non-exclusive jurisdiction over any dispute or claim arising under these terms and conditions.

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