This Risk Disclosure statement is provided by Valletta Wealth ("we", "our", "us") to ensure that all clients and prospective clients understand the risks involved with investments offered through our platform and services.
Investing involves risk. By engaging with our services, you acknowledge that you have read, understood, and accepted the following:
1. General Investment Risks
- The value of investments can go down as well as up.
- Past performance is not a reliable indicator of future results.
- There is no guarantee that investment objectives will be achieved.
- You may not recover the full amount originally invested.
2. Fixed Income Risks
While fixed income products may be perceived as lower risk, they carry:
- Credit risk: issuers may default on their obligations.
- Interest rate risk: rising interest rates can reduce the value of fixed income securities.
- Liquidity risk: some bonds or structured products may be difficult to sell before maturity.
3. Alternative Assets Risks
Alternative asset investments, while offering potential for enhanced returns, involve:
- Higher volatility due to market, operational, or project-specific factors.
- Illiquidity, as many alternative investments cannot be easily traded or redeemed.
- Counterparty and execution risk, as outcomes often depend on the reliability of external partners.
4. Capital Raising Risks
When investing in equity or debt of private companies, you should be aware that:
- Investments are speculative and involve a significant risk of loss.
- Shares or securities in private companies are typically illiquid and difficult to value.
- There may be limited or no exit opportunities until a liquidity event occurs (e.g. sale, IPO).
5. Market and Regulatory Risks
- Political, economic, and regulatory changes may affect investment performance.
- Exchange rate fluctuations may impact investments denominated in foreign currencies.
- Legal or compliance requirements in different jurisdictions may restrict availability or transferability of certain opportunities.
6. Client Responsibility
- Our services are intended for sophisticated investors who understand and accept the risks involved.
- You should carefully consider whether an investment is suitable in light of your financial circumstances, objectives, and risk tolerance.
- Independent financial, tax, and legal advice should be obtained before making any investment decision.
7. No Guarantee or Advice
Nothing provided by Valletta Wealth constitutes financial, tax, or legal advice. All information is for general guidance only and should not be relied upon as the sole basis for making investment decisions.
We do not guarantee the performance or success of any investment. All investments are undertaken at your own risk.
8. Contact Us
If you have any questions regarding this Risk Disclosure or require further clarification, please contact us at:
Email: info@vallettawealth.com