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Website and relationship terms

Terms of Use

Clear boundaries protect the client, Stratum and participating providers.

Website information explains the Stratum proposition but does not create a product contract, guarantee access to an ownership opportunity or replace advice and final provider documentation.

The offering

Information only

Website content is general and does not constitute financial, legal, tax or medical advice, an offer or a recommendation.

Eligibility and approval

Every product, service and opportunity is subject to applicable law, eligibility, risk, provider assessment and final documentation.

Ownership opportunities

Availability does not imply suitability, guaranteed allocation, liquidity, performance or return of capital.

Provider terms

A product or specialist service is governed by the contract and terms issued by the responsible provider.

Stratum Private Clients App

Final terms belong with the relevant App journey.

The App is intended to present the applicable disclosures, provider identity and documents alongside each connected service or ownership opportunity.

Formal terms will be updated as App features, providers and services are introduced.

Explore the App experience