Terms of Use

These are our Terms and Conditions of Business. You accept these Terms and Conditions of Business by subscribing to any of the services we provide.

Scopic Research Limited reserves the right to change these Terms and Conditions from time to time. Any changes will be posted on our website. Your continued use of the Service following any changes in the Terms and Conditions will mean that you accept these changes.

If you wish to contact us, please email us at enquiries@scopicresearch.co.uk.


All references to 'we', 'us' and 'our' in these Terms and Conditions refer to Scopic Research Limited.

All references to 'multi-asset' or 'multi-asset funds' refer to investment products that invest predominantly, but not necessarily exclusively, in other collective investments. All references to 'DFM' refer to discretionary fund manager model portfolios.

All references to 'our website' refer to the website at www.scopicresearch.co.uk

All references to the 'Service(s)' refer to the services described on the Our Services page of our website.

Who we are

Scopic Research Limited is a research and consultancy business that specialises in providing financial intermediaries and financial institutions with qualitative based research on multi-asset funds and DFMs. Scopic Research Limited is part of the Embark Group. Scopic Research Limited is registered in England. Our registered office is: Granville Hall, Granville Road, Leicester LE1 7RU and our company registration number is: 6894583.

Data Protection

You may be providing us with personal information within the meaning of the Data Protection Act 1998. You consent to us processing all such information for the purposes of providing our services to you and also for the purposes of administering the relationship between you and us.

We will not share this information with third parties.

If you request, on payment of a fee, which is currently £10, we will provide you with a copy of such information we hold in line with the Data Protection Act 1998.

Your use of the Service

This Services described on our website are solely for use by UK based financial services professionals regulated by the Financial Conduct Authority (FCA) and they are not available to private individuals. By accepting these Terms and Conditions you are confirming that you are a UK based financial services professional and that you / your employer is regulated by the FCA in the UK. You also confirm that you are authorised by your employer to use our website and our Services and to agree these Terms and Conditions on your employer’s behalf.

If you are not authorised by your employer to use our website and our Service(s) and to agree these Terms and Conditions on your employers' behalf, then you shall be personally liable for the loss incurred by us resulting from your unauthorised access to our Service(s) in breach of the Terms and Conditions.

The following restrictions will apply to your use of our Services:

You may use, print and store multi-asset and DFM reports and make copies of them available to shareholders and unit holders of, and prospects for, your own multi-asset or DFM portfolios. You will expressly not make copies available of reports on multi-asset and DFM portfolios for which you are not the fund manager or sub-advisor, to any third party; including, but not limited to, your clients, your prospects and, the shareholders and unit holders in your own company's funds.

To the extent that copies of reports on multi-asset and DFM portfolios for which you are the fund manager or sub-advisor are made available (as above), you agree that they will only be made available on the condition that the copies are used for your clients' own business purposes and not for retransmission, redistribution or publication by your clients. You also agree that you will not receive payment for any copies of the reports that you provide to your clients.

You will not store or download all or any part of the information contained in the Service for it to be accessed by a third party or enable any information contained in the Service to be held in a third-party service or application.

When you redistribute multi-asset and DFM reports either in hard copy format, or by email, you will provide the recipient with the full, unaltered report, including trademarks and disclaimers. You are expressly forbidden to draft or create any summaries or derivation of the full multi-asset reports since this will not provide the reader with our full and subjective opinion.

You will not reproduce, display, disseminate, sell, publish or circulate information contained on this website without the express written consent of Scopic Research Limited. You will not draft or create any summaries or derivation of the materials held on this website for commercial purposes.

You will not collect information from our website and/or the Services we offer and incorporate them into your own database or products.

You will not remove or alter any trademarks, or copyright notices on this website. You will not compile, decompile, reverse engineer or tamper with our website for any reason.

You must not use our website in any way that either results, or is likely to result, in the service being interrupted, damaged or impaired. You will not post or transmit material via our website that is defamatory, threatening, obscene, harmful, pornographic or illegal, or that would inviolate or infringe upon our rights or those of others (including; intellectual property rights, rights of confidentiality, or rights of privacy), or cause distress or inconvenience.

You are liable for any telephone charges and any charges made by your Internet Service Provider as a result of your use of the Internet service.


The Internet is not a secure medium and your privacy cannot be guaranteed. We cannot accept any responsibility for any loss of data, damage or alteration of any kind, whether caused directly, indirectly or consequentially, that you may incur by using our website or the Service on it.

We do not, to the maximum extent permitted by law, accept any liability for any virus or similar destructive code that computer equipment and/or software used by you may suffer as a result of you accessing our website and/or communicating with us via the Internet. It is your responsibility to scan what you choose to download from our website and Service and to ensure that it is free from viruses, worms, Trojan horses and other similarly destructive code.

Please note that e-mails and attachments sent to or from Scopic Research Limited via our website will not be encrypted and may be liable to compromise. We do not, to the extent permitted by law, accept any liability (whether in contract, negligence or otherwise) for any external compromise of security and/or confidentiality in relation to our website and transmissions sent by e-mail.


We will receive and store certain types of information about your online activity when you visit our website and/or use the Service. For example, we use cookies and obtain certain types of information when your web browser accesses our website and when you login; such as your name and email address. The data relating to your use of the website will be collected. Please note that Scopic Research Limited may provide these details to third parties. Click Here to read our Cookie policy.

Third Party Links

Although our website might offer links to third party websites this does not mean that we endorse them. We have no control over the content and/or management of third party websites and you view and rely upon their contents at your own risk. Activating certain links on our website may cause you to leave our website, although we do not guarantee that these links will function properly.

We accept no liability to you for the contents of and/or information held on any third-party website to which our website offers a link and we will have no liability to you for any loss or damage you might suffer if you enter into any contract as a result of viewing such a third-party website.

You must seek the prior and express permission of Scopic Research Limited in order to install a link from any third-party website to our website.


You should immediately inform us in writing of any dispute or complaint you may have.

We recognise the importance of providing a very high level of service. However, should there be an occasion when we do not meet your expectations we are equally committed to dealing with any query or complaint in a prompt, professional and courteous manner.

Whenever possible, we will endeavour to resolve any problem as soon as practically possible after receiving your complaint. In the event that this is not possible we will email or write to you to let you know what we are doing to help resolve the situation and to provide a timescale for a full response.

If you ever have cause to complain about our service, you can contact us by email at equiries@scopicresearch.co.uk

Copyright and Trademark Law

All elements of our website; including, website design, text, pictures, graphics and the selection and arrangement of them and, all software compilations, coding, underlying source code, software and all other materials on the website are protected by copyright law, database rights and other intellectual property rights, and belong to Scopic Research Limited, and other Embark companies as appropriate, unless otherwise acknowledged. All rights are reserved.

Your use of our website and the Service does not confer any rights of ownership.

Law and Jurisdiction

Your use of our website is subject to English law. Any dispute and/or claim arising out of the use of our website or the information held on it is subject to the non-exclusive jurisdiction of the English Courts.

General Disclaimers

Scopic Research Limited is part of the Embark Group Limited (Company No 03578067).

If there are any changes to your circumstances or to the details you provide to us at the time you register for our any of Services you must contact us at enquires@scopicresearch.co.uk to correct them. We are not liable for your inability to access or use the Service, or for any errors or omissions in the Service, as a result of your failure to provide us with complete and accurate details, or to ensure that these details are kept up to date.

Whilst we take great care to provide the information available on our website and via our Service(s), Scopic Research Limited cannot guarantee its accuracy, completeness, timeliness or correct sequencing. This includes, but is not limited to, information originated by Scopic Research Limited.

Scopic Research Limited will endeavour to make sure that the website is accessible 24 hours a day. However, we will not be liable for any loss or damage to you or to any third party arising in contract, tort, or otherwise if, for any reason, the website is modified, unavailable or suspended for any period of time. Scopic Research Limited reserves the right to modify, suspend or discontinue access to all or part of the website, either temporarily or permanently, at any time and without notice.

Any rights not expressly granted by us are reserved.

Nothing in these Terms and Conditions is intended to confer on any person any right to enforce any term of these Terms and Conditions which that person would not have had but for the Contracts (Rights of Third Parties) Act 1999.

Except in the case of fraud, we do not accept any liability for any loss or damage however defined and suffered by you as a result of your reliance on information we have provided which you knew or ought to have known was materially incorrect.

All Services and publications we provide shall be date specific and shall be expressed as being published, or otherwise made available to you, at a specific date. We will not necessarily review correct or amend our Service and any publication in the event that information or circumstance concerning the subject matter, however defined, arises after that date which might materially affect the Service or publication arising there from.

Any indulgence or forbearance by us in relation to these Terms and Conditions whether or not such indulgence and forbearance is confirmed in writing shall not amount to a waiver or variation of the Terms and Conditions.

Any arrangement made between you and any third party named on our website will be at your sole risk and responsibility.

Scopic Research Limited is not regulated by the FCA and our Service(s) does not in any way constitute investment, tax, legal, or any other advice. Neither Scopic Research Limited nor its employees will be held liable by you (or by others) for any decisions made or actions taken that rely upon or make use of materials accessed or obtained through the Service.

We reserve the right to use such research and academic methodology as we think fit to provide our Services.