A bespoke institutional positioning report built around your company and competitor set. Delivered within 48 hours.
Last updated: July 2026 · Copley Fund Research Ltd · Registered in England and Wales
Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.
The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.
Following payment, Copley Fund Research will contact you within one working day to agree your competitor set. The 48-hour delivery window begins from the point that competitor set is confirmed in writing — not from the time of payment. Copley Fund Research reserves the right to decline or cancel an order if the competitor set cannot be agreed or if the company is outside our covered universes, in which case a full refund will be issued.
Once a competitor set has been agreed in writing between you and Copley Fund Research, that specification is final. The report will be built to that agreed specification. No amendments to the competitor set will be accepted after written confirmation. No amendments to the report will be made after delivery on the basis of a disagreement about the competitor set.
All sales are final. The Investor Positioning Report is a bespoke research product compiled specifically for your company. Once an order is placed we begin allocating research resource immediately. We do not offer refunds under any circumstances after an order is placed, including where the report has not yet been delivered. The sole exception is where Copley Fund Research cancels an order under clause 3 above. By purchasing you explicitly waive any right to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification.
All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the data. You should not rely on the data as a real-time representation of current institutional holdings. Past fund positioning is not indicative of future fund behaviour or investment decisions.
The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.
The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley Fund Research Ltd and remain so after delivery.
To the fullest extent permitted by law, Copley Fund Research Ltd's total liability to you arising from or in connection with a report shall not exceed the purchase price paid for that report. We shall not be liable for any indirect, consequential, special, or punitive loss, including loss of profit, loss of business, or reputational damage, whether arising in contract, tort, or otherwise, even if we have been advised of the possibility of such loss.
Payment is taken in full at the time of purchase via Stripe. All prices are quoted in USD. You are responsible for any bank charges, currency conversion costs, or taxes applicable in your jurisdiction. Copley Fund Research Ltd is VAT registered in the United Kingdom (VAT number available on request). UK-based clients will be invoiced with 20% VAT added at the prevailing rate. International clients outside the UK are responsible for accounting for any applicable local taxes under the reverse charge mechanism.
These terms are governed exclusively by the laws of England and Wales. Any dispute arising from or connected with these terms or the purchase of a report shall be subject to the exclusive jurisdiction of the courts of England and Wales.
Copley Fund Research Ltd may update these terms at any time. The terms published at the time of your purchase apply to that transaction.
These terms were drafted to reflect the specific nature of Copley Fund Research's product and business. They are provided for informational purposes. Copley Fund Research Ltd recommends obtaining independent legal advice if you have any questions about your rights or obligations under these terms.
Investor Positioning Report — Copley Fund Research Ltd · Last updated: July 2026 · Registered in England and Wales
Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.
The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.
Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.
The competitor set is agreed with you in writing prior to production, and the report is built to that agreed specification. Requests to amend the competitor set after delivery, based on a change of preference rather than an error, may be treated as a new order.
Because each report is produced individually for your company, orders are non-refundable once production has begun, except as set out in clauses 3 and 5a below. By purchasing, you agree not to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification or corrected under clause 5a.
If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.
All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.
The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.
The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley