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 2 business days 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.
If the completed report is not delivered within 2 business days of competitor set confirmation, and the delay is caused by Copley Fund Research Ltd rather than by incomplete or delayed information from the client, Copley Fund Research Ltd will notify the client of the revised delivery timeline as soon as reasonably possible. Where delivery is delayed by more than 2 additional business days beyond the original 2-business-day window, the client may request a 20% credit toward a future report, applied at Copley Fund Research Ltd's discretion. This clause does not apply where delay results from the client's failure to confirm the competitor set promptly, provide required information, or complete payment.
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, 3a, and 5a below. Nothing in these terms affects any right you may have to raise a payment dispute with your card issuer or payment provider in accordance with their standard procedures.
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 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 can be made either by card via Stripe at the time of purchase, or by invoice, according to your preference. Reports are not released until payment has been received in full, regardless of payment method. Invoiced payments are due within 21 days of the invoice date. 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.
Copley Fund Research Ltd processes personal data (such as your name, business contact details, and payment information) in order to deliver your report and manage the client relationship, in accordance with applicable UK and EU data protection law. Payment details are processed by our payment providers and are not stored by Copley Fund Research directly. For details on what data we collect and how it is used, see our Privacy Policy at [insert privacy policy URL].
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 before publishing.
By purchasing an Investor Positioning Report, you agree to our full Terms and Conditions.
View Terms and Conditions →