Last Updated: February 18, 2026
These Terms and Conditions ("Terms") govern your use of the Rathbone Investments website and services. By accessing or using our website and services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our services.
By accessing our website or engaging our investment services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. We reserve the right to modify these Terms at any time, and your continued use of our services constitutes acceptance of any changes.
Rathbone Investments provides investment management, financial planning, and related advisory services. Our services are provided for informational and advisory purposes and should not be construed as a guarantee of specific investment results or returns.
All investment strategies and recommendations are subject to market risks, and past performance is not indicative of future results. You acknowledge that investing involves risk of loss, including loss of principal.
By providing your mobile phone number and opting in, you agree to receive SMS text messages from Rathbone Investments, including messages sent using an automatic telephone dialing system, for customer care, informational, account-related, and promotional or marketing purposes. Message frequency may vary based on your interactions with us. Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP. For help, reply HELP or contact us at stephanie@rathbone-investments.com. Consent to receive SMS messages is not required as a condition of purchase. We reserve the right to modify or discontinue SMS messaging at any time.
As a client or prospective client, you agree to:
All content on this website, including text, graphics, logos, images, and software, is the property of Rathbone Investments or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our express written permission.
We maintain strict confidentiality of all client information in accordance with applicable laws and regulations. You agree that all proprietary information, strategies, and recommendations provided by us remain our confidential property.
Our website and services are provided "as is" and "as available" without warranties of any kind, either express or implied. We do not warrant that our services will be uninterrupted, error-free, or completely secure.
While we strive to provide accurate and reliable information, we make no representations or warranties regarding the accuracy, completeness, or suitability of any information provided.
To the fullest extent permitted by law, Rathbone Investments shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from:
You agree to indemnify, defend, and hold harmless Rathbone Investments and its officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses arising from your violation of these Terms or your use of our services.
These Terms shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to its conflict of law provisions. Any disputes arising from these Terms or our services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
These Terms, together with our Privacy Policy and any separate client agreements, constitute the entire agreement between you and Rathbone Investments regarding your use of our services.
We reserve the right to terminate or suspend access to our services immediately, without prior notice or liability, for any reason, including breach of these Terms. Upon termination, your right to use our services will immediately cease.
If you have any questions about these Terms and Conditions, please contact us:
Rathbone Investments
3805 Shunpike Road
Rio Grande, NJ 08242
Email: stephanie@rathbone-investments.com