Website terms

Effective: 5 September 2026

Information only

This website describes software and information services. It is not investment, legal, tax, or accounting advice, an offer, or a recommendation. Basefolio does not arrange investments or hold money for your firm and is not authorised or regulated by the Financial Conduct Authority.

Use and ownership

You may view and link to the website for lawful purposes. Basefolio owns or licenses the website, brand, and content. Illustrative product components are not firm records.

Law

English law governs these terms and the courts of England and Wales have exclusive jurisdiction.