Financial website terms and conditions

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Terms and conditions for a website that publishes finance-related information.

Author: Alasdair Taylor
Updated: 5 April 2021
Length: 11 pages
Notes: 15 pages
Format: MS Word (.DOCX)

This terms and conditions template has been designed for UK websites that publish finance-related information (which may include information provided by website users) but do not undertake any activities that are regulated under financial services law, including financial promotions.

The template assumes that the information on the website is provided free of charge, and it is insufficient for websites that charge subscription or other fees.

Provisions that are particularly relevant to this type of website include: a prohibition on users providing professional advice through the website; a prohibition on user content that amounts to financial promotions, investment advice, and so on; a requirement that users disclose any material interest they may have in the subject matter of their contributions; a disclaimer in relation to information provided by others and relationships with persons encountered through the website; a prohibition on users outside the UK using the website, unless they may lawfully do so under their local law; and investment warnings.

  1. Introduction
  2. Users outside the UK
  3. Copyright notice
  4. Licence to use website
  5. RSS feed
  6. Acceptable use
  7. Professional advice
  8. Registration and accounts
  9. User IDs and passwords
  10. Cancellation and suspension of account
  11. Third party information and relationships
  12. Investments and investment decisions
  13. Your content: licence
  14. Your content: rules
  15. Report abuse
  16. Limited warranties
  17. Limitations and exclusions of liability
  18. Indemnity
  19. Breaches of these terms and conditions
  20. Third party websites
  21. Trade marks
  22. Competitions
  23. Variation
  24. Assignment
  25. Severability
  26. Third party rights
  27. Entire agreement
  28. Law and jurisdiction
  29. Statutory and regulatory disclosures
  30. Our details

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