RulesBasedIncome

Investment Education Disclaimer

Effective 26 July 2026

RulesBasedIncome is an educational product. It is not an investment advisory service, signal service, model portfolio or managed account.

No personalised advice

RBI does not assess whether an investment is suitable for you and does not recommend that you buy, sell or hold a specific financial instrument. Course examples, scorecards, checklists, discussions and AI prompts are general educational material. A disclaimer cannot change the nature of a communication; RBI therefore also restricts the service itself from providing personalised recommendations.

Your responsibility

You are responsible for verifying sources, assumptions, calculations, tax treatment and legal requirements, and for making your own decisions. Consider advice from an authorised financial adviser, accountant, tax professional or lawyer where appropriate.

Risk of loss

Investing can result in partial or total loss of capital. Market prices, currencies, interest rates, liquidity, company fundamentals and laws can change. Diversification and rules may reduce some risks but cannot eliminate loss.

No performance promise

Past performance is not indicative of future results. Hypothetical, historical or worked examples have limitations and do not represent what you will achieve. RBI makes no guarantee of return, income, risk reduction or any other result.

Data and tools

Data may be delayed, incomplete or inaccurate. Valuation and scoring tools depend on inputs and assumptions and can create false precision. Outputs are research aids, not instructions or forecasts. Always consult original filings and reliable primary sources.

Community boundaries

Members may discuss general methods and educational examples. Do not request or provide personalised buy/sell instructions, portfolio-copying guidance, live signals or guaranteed-return claims. Views expressed by members are their own and are not endorsed by RBI.

Contact

Questions about these boundaries can be sent to [email protected].