Legal

Disclaimer

Last updated: 1 May 2026 · Version 1.0

Important Notice

Rupert Fund Finder is not a licensed Financial Services Provider (FSP) under the Financial Advisory and Intermediary Services Act 37 of 2002 ("FAIS"). Nothing on this platform constitutes financial advice, investment advice, or a recommendation to buy or sell any financial product. All fund matching results are generated algorithmically based solely on your stated preferences. You should always consult a licensed financial advisor before making any investment decision.

1. No Financial Advice

The Rupert Fund Finder platform provides fund information and algorithmic matching as an informational tool only. The fund matches, rankings, and information displayed on this platform do not constitute: - Personalised financial advice - A recommendation to invest in any specific fund - A solicitation or offer to buy or sell any financial product - An endorsement of any fund, asset manager, or investment platform Only a licensed financial advisor who understands your full financial picture can provide personalised investment advice.

2. No FSP Licence

Rupert Invest (Pty) Ltd is not registered as a Financial Services Provider with the Financial Sector Conduct Authority (FSCA) of South Africa. We do not hold a Category I, II, IIA, or III FSP licence. We do not: - Give advice on which financial products to buy - Intermediate between investors and financial product providers - Manage investment portfolios - Receive commission or remuneration from any fund house, asset manager, or investment platform in connection with our fund matching service

3. Fund Information Accuracy

Fund information displayed on our platform is sourced from publicly available data, regulatory filings, and asset manager websites. While we make reasonable efforts to ensure accuracy, we do not guarantee that any fund information is complete, current, or free from errors. Fund sizes, TERs, minimum investment amounts, performance data, and platform availability are subject to change at any time. Always verify fund details directly with the relevant asset manager before investing. Past performance information is not indicative of future returns. Investment values can go up as well as down, and you may receive back less than you invest.

4. Investment Risk

All investments carry risk. Before investing in any fund, you should understand that: - The value of investments can fall as well as rise - Past performance is not a reliable guide to future performance - You may receive back less than the amount you invest - Exchange rate fluctuations can affect returns on international funds - Inflation can erode the real value of returns - Different funds carry different levels of risk

5. Regulation 28 and Tax Considerations

Information about Regulation 28 compliance and Tax-Free Savings Account (TFSA) eligibility is provided for general guidance only. Tax and retirement fund regulations change from time to time. Consult a tax practitioner or financial advisor for advice specific to your situation.

6. Linked Third Parties

Our platform may reference or link to investment platforms, asset managers, and financial advisors. These references do not constitute an endorsement. Rupert has no control over third-party websites or their content and accepts no responsibility for their accuracy, availability, or compliance with applicable laws.

7. Limitation of Liability

To the fullest extent permitted by law, Rupert Invest (Pty) Ltd, its directors, officers, employees, and agents disclaim all liability for any loss or damage arising from: - Reliance on any fund match, fund information, or content on this platform - Any investment decision made on the basis of information obtained from this platform - Any error, omission, or inaccuracy in fund data - Interruption or unavailability of our service This disclaimer does not exclude liability that cannot be excluded under South African law.

8. Governing Law

This disclaimer is governed by the laws of the Republic of South Africa. Any disputes shall be subject to the jurisdiction of the South African courts.

9. Updates

We may update this disclaimer from time to time. The date at the top of this page indicates when it was last revised. Continued use of our platform constitutes acceptance of the current disclaimer.

10. Questions

For questions about this disclaimer, contact us at legal@rupertinvest.co.za.