The information on this site is directed at persons who may be classified under the Rules of the UK Financial Conduct Authority (the “FCA”) as either an “eligible counterparty” or a “professional customer”. Any enquiry from a person who may be classified under the Rules as a “retail customer” will be declined. The information is not to be regarded as an offer to buy or sell, or the solicitation of any offer to buy or sell securities or investments in any jurisdiction other than the UK, including, but limited to, the United States of America.
Persons resident in territories other than the UK should consult their professional advisers as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in the products described on this web site.
The information on this website is primarily intended for owners and managers of companies incorporated in the UK who may be seeking sources of potential financing, as well as financial institutions in the UK seeking a potential partner for investment in UK companies.
We do not offer investment advice or make recommendations regarding investments, nor do we offer tax advice and nothing on this website should be construed as investment or tax advice. The information on this web site is for informative purposes only. Under no circumstances is the information to be used or considered to as an offer to sell, or a solicitation of an offer to buy, any security. Additional information is available upon request. Where information has been obtained from outside sources, it is believed to be reliable but is not represented to be accurate or complete. Past performance is not necessarily a guide to the future. The value of an investment and any income from it can go down as well as up and you may not get back the amount originally invested.
We accept responsibility for the information on this web site. To the best of our knowledge and belief (having taken all reasonable care to ensure that such is the case) the information on this web site is in accordance with the facts and does not omit anything likely to affect the import of such information. This website may contain links to other websites provided by third parties. Such links are for your information only and we have no control over the content or resource of those site and accept no responsibility for them, or any loss or damage that may arise from your use of them.
This web site is subject to regular update and revision. While we attempt to ensure the correctness and timeliness of all material posted on the web site, we take no responsibility for errors or omissions which are the result of technical causes, or otherwise. We maintain the right to delete or modify in part or in full any information on this web site without prior notice.
From time to time fraudsters may try to pass themselves off as CBPE Capital. Such frauds may involve e-mail communications purporting to come from CBPE Capital, or referring potential victims to a website purporting to belong to CBPE Capital. If you have any doubts about the authenticity of any persons purporting to represent CBPE Capital, we recommend that you thoroughly check out their credentials. Alternatively you can contact the FCA, the UK financial services regulator. You may also wish to refer to the “Warnings and Alerts” page of the FCA’s website for details of the latest known frauds.
We welcome the Guidelines for Disclosure and Transparency in Private Equity issued by the Guidelines Monitoring Group (the Walker Guidelines). The Guidelines make recommendations in three areas:
disclosures by portfolio companies above certain size thresholds;
disclosures by the private equity firms which manage the investments in such companies; and
recommendations for the BVCA, including greater collection and dissemination of industry-wide data.
CBPE Capital does not manage investments in any portfolio companies to which the Guidelines apply and so the disclosure requirements on us as a firm also do not apply. However, we have voluntarily sought to comply with the Guidelines wherever possible. In particular this website includes:
A description of CBPE Capital LLP (which is authorised and regulated by the FCA), its history, investment approach and investment holding periods, illustrated with case studies:
the names and brief CVs of all the partners and executives of CBPE Capital;
a description of our significant portfolio companies; and
a description of our funds and our investors.
Additionally we confirm that:
appropriate arrangements are in place to deal with conflicts of interest. CBPE Capital is a pure fund manager and has no corporate advisory capability;
reporting to limited partners is of the utmost importance to us and we have regard to the EVCA reporting guidelines;
valuations are prepared having regard to the IPEVC valuation guidelines; and
we are complying fully with the BVCA’s enhanced data collection programme.
CONFLICT OF INTEREST
CBPE Capital has a policy for managing any conflicts of interests that may arise between the interests of its investors, the companies it invests in, its staff and management. The policy identifies the potential conflicts and how these are managed to achieve fairness between all parties. A copy of the policy is available to all investors.