Terms & Conditions


Appointed Representative Notice

ClearlySo Ltd is an appointed representative of Catalyst Fund Management & Research Ltd which is authorised and regulated by the Financial Conduct Authority (No.185678). As an appointed representative (AR) the firm is permitted to undertake certain regulated activities to eligible clients. Any regulated services provided by ClearlySo ltd in its AR capacity are only accessible to Eligible Counterparties or Professional clients as defined in COBS 3.5 & 3.6 of the Financial Conduct Authority handbook. As the firm is not permitted to deal with Retail clients as defined within COBS 3.4 this means that the same levels of protection afforded to Retail Clients would not be available to regulated activity clients of the firm. If you are uncertain with regards to your eligibility or rights you should seek independent professional financial advice in this respect.

Terms and Conditions for the use of the clearlyso.com website (the “Website”) and the ClearlySo Investor Portal (the “Portal”), each of which is owned and operated by Clearly So Limited (“ClearlySo”).

These terms and conditions apply to both the Website and the Portal (as if references to the “Website” included reference to the “Portal”, save where the context requires otherwise), except as provided in section 15 below, which sets out how different terms apply in relation to the Portal.

Unless otherwise specified, the copyright in the contents of all pages in this Website are owned by or licensed to ClearlySo.  All rights reserved. Certain articles or materials contained on this web site are separately copyrighted.

The following domain names and derivative or associated marks are owned by Catalyst and all rights are reserved.

ClearlySo.com, clearlyso.ca, clearlyso.co.ke, ethicalequityinvestments.com, ethicalequityinvestments.co.uk,  ethicalequityinvestments.eu, catalystresearch.co.uk, catalystresearch.eu, ethicalinvesteurope.com, ethicalinvesteurope.co.uk, ethicalinvesteurope.eu, ethicalinvestuk.com, ethicalinvestuk.co.uk, ethicalinvestuk.eu, ethicalshares.com, ethicalshares.co.uk, ethicalshares.eu, investsocially.com, investsocially.co.uk, investsocially.eu, socialequityinvestments.com, socialequityinvestments.co.uk, socialequityinvestments.eu, socialinvesteurope.com, socialinvesteurope.co.uk, socialinvesteurope.eu, socialinvestuk.com, socialinvestuk.co.uk, socialinvestuk.eu, sociallyinvesting.com, sociallyinvesting.co.uk, sociallyinvesting.eu, socialshares.com, socialshares.co.uk, socialshares.eu, theethicalshare.com, theethicalshare.co.uk, theethicalshare.eu, thesocialshare.com, thesocialshare.co.uk and thesocialshare.eu.


ClearlySo disclaims responsibility for any errors or omissions, including technical inaccuracies or typographical errors. Furthermore, ClearlySo cannot and does not guarantee or warrant that files made available for downloading will be free of “viruses”, “infections” or similar software contaminations which may render the software useless or cause damage or destruction to user’s hardware, software or system(s). Users are responsible for implementing sufficient procedures and protections against possible damage.  Use of the clearlyso.com website and the internet in general is at the user’s own risk. Some links on this website may also take users away from the ClearlySo.com domain. ClearlySo disclaims responsibility for any content on external websites and cannot guarantee or warrant that files from external sources will be free of “viruses”, “infections” or similar software contaminations.

Neither ClearlySo nor its affiliates warrant the completeness, accuracy or adequacy of any information on the Website and the information should not be relied upon as such.  Save where otherwise noted, assumptions, opinions and estimates constitute the judgement of ClearlySo as at the date of the publication of the material on the Website and are subject to change without notice.  Neither ClearlySo nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information.  Some material contained on the Website may be prepared by third parties.  ClearlySo is not responsible for, and does not endorse, the content of information provided by any such third parties.  Neither ClearlySo nor its affiliates have an obligation to update, modify or amend this report or to otherwise notify a reader thereof in the event that any matter stated herein becomes inaccurate.

ClearlySo operates on a number of popular social media and networking websites. ClearlySo nor its affiliates are responsible for any errors or omissions that may be published in the views expressed over these mediums. ClearlySo practices in accordance with the policies of third-party platforms.

In order to maintain an efficient and effective website that addresses the needs and interests of its viewers, the following rules apply to the use of the Website:

(a) users may not post or transmit any message that is libellous, defamatory or obscene, or violates any other person’s copyrights, privacy rights, trademarks, trade secrets or rights in any confidential information. The user hereby indemnifies ClearlySo for any and all damages suffered by third parties as a result of user’s violation of this rule;

(b) a user who posts information to the Website represents that it is the sole owner of materials posted by it or that is has the right to license their use;

(c) users acknowledge and agree that ClearlySo may take appropriate action in order to prevent the misuse of the Website to disseminate information, statements or materials that may be abusive, destructive, harmful or threatening to the safety of others or in order to comply with any law or regulation of any government entity;

(d) users may not post or transmit any contaminated or destructive files;

(e) users hereby grant ClearlySo a perpetual, worldwide, irrevocable license to use, reproduce, modify, publish, perform, display and distribute its posting, any portion of such posting and any derivative works created from such posting, in print, electronic and other media, by any means now known or developed in the future.  Unless otherwise agreed, neither ClearlySo nor its affiliates shall be obliged to pay the posting party any royalties or other compensation for use of the posting.

Users may download, print or transmit information from the Website subject to the following conditions:

(a) the appropriate copyright and/or trademark notice must be affixed to each copy downloaded, transmitted or printed;

(b) use of materials available from the Website must be for personal or informational purposes only and in no instance may be used for commercial purposes;

(c) materials available from this Website may not be modified in any manner;

(d) no materials available from this Website (including links from pages on other websites) can be used, copied or distributed separate from the accompanying text.

(e) the content in question is freely available to all website visitors. Some materials on the website are reserved for those participating in the ClearlySo Registration and ClearlySo Membership subscription packages. Distribution of materials that are exclusive to these packages – with particular emphasis on the latter – represents a breach of agreement.

Reports provided on the Website are provided for informational purposes only.  Any reference to any company is not a recommendation to buy or sell the shares of such company.  Any transaction that you may enter into is in reliance solely on your own judgement and ClearlySo make no assessment of the suitability of any such transactions.

Past, future or simulated performance is not a reliable guide to future performance, investments can go down as well as up,

Information contained in the Website is not intended to and does not constitute investment, tax or other advice concerning or on the consequences of making any particular investment and it is not intended as and is not  a recommendation of particular securities, financial instruments or strategies.  The material does not contain and is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument.   Any opinions expressed in the Website are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.

The information contained herein this website is not targeted at the residents of any particular country and is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulatory requirements. Therefore it is the responsibility of individual to be aware of and observe the applicable laws and regulations of any relevant jurisdiction.

ClearlySo, its directors, officers, employees, agents and affiliates of any of them (each an “Interested Party”) may be involved in other financial, investment or other professional activities with companies and persons referred to on the Website. ClearlySo shall endeavour to ensure that any such involvement is fully disclosed to you in the Website.  ClearlySo will not be under any obligation to account to you for any profit, commission or remuneration made or received from or by reason of circumstances in which ClearlySo or an Interested Party has a material interest.  ClearlySo shall not be liable to account for any profit earned from any such services.

These terms and conditions shall be governed and construed in accordance with the laws of England and Wales.

The Courts of England and Wales shall have exclusive jurisdiction over all claims or disputes arising in relation to, out of or in connection with, this Website and its use and these terms and conditions.

This Website and the information included herein, is intended to provide information only and is not intended to be and must not be construed as investment advice nor to promote any investment. Information is provided for the purpose of increasing the knowledge of website users only and is not an offer or solicitation to buy or sell any investment.

Our Cookies Policy sets out how cookies are used on the Website, how you may consent to or disable the use of cookies (by using the Cookies Settings bar at the bottom of the screen) and how disabling cookies may affect your use of the Website.

15a) General

These terms and conditions are subject to any specific agreement(s) entered into by users of the Portal and ClearlySo – including any Investor Terms and Conditions (as entered into by ClearlySo and a person granted access to the Portal as a potential investor in opportunities posted on the Portal (an “Investor Member”). In the case of any conflict or ambiguity between these terms and conditions and such other agreement(s), such other agreement(s) will prevail.

15b) Use of materials

Information and materials on the Portal may not be downloaded, copied, disclosed or otherwise used, including as permitted under section 8 above: instead, materials and information on the Portal are confidential, and may not be copied or distributed or used except as expressly permitted  by an Investor Member’s Investor Terms and Conditions or other agreements between a Portal user and ClearlySo relating to use of the Portal.

15c) Contents

Most information accessible on the Portal is not information provided by ClearlySo and  information relating to companies or other organisations seeking to raise investment is provided by or on behalf of those organisations (and accordingly such information does not consist of the assumptions, opinions and estimates constitute the judgement of ClearlySo and section 5 above should be read accordingly). ClearlySo does not verify or approve such information and has no liability whatsoever in relation to it (save in the case of fraud or under the regulatory system). Information relating to such organisations on the Portal is made available  to Investor Members solely for the purposes of considering and indicating interest in investing in such organisations and potential investors should place no reliance on it and make their own investigations. The Portal is an information sharing portal and no transactions are negotiated, agreed or completed on or via the Portal.

15d) Access to the Portal

ClearlySo determines in its sole discretion who may access the Portal as an Investor Member (or other user of the Portal). Accordingly, ClearlySo may decline to accept any prospective Investor Member as a user of the Portal and decline to grant or cease to provide access to the Portal to prospective or current Investor Members at any time and without any liability to such person(s).