Planning scenarios | Octopus Investments

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The information provided on this section of the website is intended for UK financial advisers, wealth managers and paraplanners at firms authorised by the Financial Conduct Authority to carry out regulated financial activities.

Please be aware that some of our investments are high risk. You should read the risks associated with each product before deciding whether to recommend it to a client. You’ll find the risks on the relevant product webpage and on our guide to risks page.

We do a lot of things, but we don’t offer investment, tax or legal advice.

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None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.

Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks page.

Please confirm you have read the information above.

This website is intended for retail investors.

None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.

Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.

Please confirm you have read the information above.

Important information for institutional investors

This section of the website is intended for the sole use of UK-based institutional investors. Before accessing the site, please confirm you meet the criteria in this disclaimer and are happy to proceed on this basis.

The content of this website is provided for informational purposes only and is not intended to be investment advice or solicitation to buy or sell any securities or engage in any other transaction.

Institutional investors should have professional experience of participating in unregulated schemes. These schemes put investor capital at risk and are illiquid.

More detailed information on the specific risks of a particular fund or strategy will be available in the offer document or prospectus, or available on request.

Please confirm you have read and agree to the information above.