important legal & regulatory information

 

Please read the IMPORTANT INFORMATION below before proceeding, as it explains certain restrictions on the distribution of information available on this website. 

This website provides information about holistiQ Investment Partners (“holistiQ”). holistiQ is a collaboration between Lombard Odier Investment Managers (“LOIM”) and Systemiq Limited (“Systemiq”).  holistiQ is a trading name of LOIM and is not a legal partnership or a separate legal entity. LOIM is a trading name and comprises Lombard Odier Asset Management (Europe) Limited (“LOAM Europe”), Lombard Odier Asset Management (Switzerland) SA, Lombard Odier Asset Management (USA) Corp. and Lombard Odier Funds (Europe) S.A.  

Any regulated activities undertaken in the UK using the ‘holistiQ Investment Partners’ trading name will be carried out by Lombard Odier Asset Management (Europe) Limited, which is authorised and regulated by the Financial Conduct Authority (“FCA”) in the UK, with FCA registration number 515393. Any regulated activities undertaken in any other jurisdiction using the ‘holistiQ Investment Partners’ trading name will be carried out by appropriate regulated LOIM entities. Systemiq is not a regulated entity in any jurisdiction.

holistiQ is not a separate legal entity and shall not be construed as creating any legal partnership between LOIM and Systemiq or any agency or fiduciary relationship between any member of the Lombard Odier group and Systemiq. Neither LOIM nor Systemiq shall have, nor represent that it has, any authority to make any commitments on the other’s behalf and neither party will hold itself out as or imply (in any manner whatsoever) any legal partnership, agency or fiduciary relationship.

Nothing on this website is intended to, nor should it be taken to, create any legal or contractual relationship. Any transmission, downloading or sending of any information from the website does not create any contractual relationship with LOIM or Systemiq.

This website does not constitute an offer or solicitation to sell or otherwise deal in shares or units in mutual funds or other securities, or an offer to provide investment advisory services or other investment of financial services, to any person.

Access to this website is not intended or permitted for any person in any jurisdiction (by way of domicile, residence, nationality, or otherwise) where the publication or availability of the website would result in a violation of any applicable law or regulation. In particular, this website is not intended for residents of the United States. If you are from such a jurisdiction, your access is not authorised and you must exit this website immediately.

The contents of this website are communicated by the following entities of the LOIM group:

LOAM Europe, a private limited company incorporated in England and Wales with registered number 07099556, having its registered office at Queensberry House, 3 Old Burlington Street, London, United Kingdom, W1S 3AB, authorised and regulated by the FCA in the UK, with FCA registration number 515393.

Lombard Odier Asset Management (Switzerland) SA - a company incorporated in Switzerland and whose registered office is at 6, Avenue des Morgines, CH1213 Petit-Lancy, Switzerland regulated by the FINMA in Switzerland.

Lombard Odier Asset Management (USA) Corp. - a company incorporated in the United States of America and whose registered office is at 452 Fifth Avenue, 25th Floor, New York, NY 10018.

Lombard Odier Funds (Europe) S.A - a company incorporated in Luxembourg and whose registered office is at 291, route d’Arlon, L-1150 Luxembourg, Grand Duchy of Luxembourg, regulated by the CSSF in Luxembourg.

For further legal information in relation to LOIM, please see [here].

For further regulatory disclosures in relation to LOIM, please see [here].