Disclaimer & Disclosures

Where Coigne Capital Partners or any affiliated party is involved in the distribution, marketing, referral, or sale of investment funds or securities, all sales, placements, and distribution activities are executed exclusively through Global Investment Maxfin as the registered broker-dealer, or the appropriately registered distributing entity in the relevant jurisdiction. Coigne Capital Partners is an advisory platform and, unless expressly identified in writing, is not a broker-dealer, investment dealer, securities registrar, or selling group member.

Investment products may be offered only where lawful and only to eligible investors as determined by applicable securities laws, including prospectus exemptions, accredited investor rules, qualified purchaser standards, and similar requirements. Any offering materials are provided for informational purposes and are subject to the final, controlling legal documents.

No representation is made that any investment strategy, fund, or security will achieve its objectives. Investments involve risk, including possible loss of principal. Past performance is not indicative of future results.

Any investment-related services provided by Coigne Capital Partners or its network may be provided in one or more capacities, including general information, strategic coordination, referral, or support for onboarding and documentation. Where a securities transaction, placement, distribution, execution, or regulated sales activity is involved, such activity is conducted only through the appropriately registered distributing entity and by duly registered individuals acting in the correct capacity.

Unless expressly stated in a written engagement, Coigne Capital Partners does not act as an investment dealer, portfolio manager, mutual fund dealer, exempt market dealer, or insurance agency. Where any of those roles are performed, the responsible regulated entity and licensed individuals will be identified in writing, including registration category, jurisdiction, and capacity.

Information on this website and in preliminary communications is general and does not account for any investor's individual objectives, financial circumstances, risk tolerance, time horizon, or legal or tax profile. No recommendation is being made to buy, sell, or hold any security or fund based on website content alone.

Personalized investment advice, suitability assessments, and risk profiling, where required, occur only through properly registered individuals or entities and, where transaction execution is involved, only after completion of required onboarding.

Coigne Capital Partners and its affiliates, partners, and network professionals may receive compensation in connection with advisory coordination, referrals, introductions, or the distribution of investment funds or insurance products. Compensation may include advisory fees, structuring fees, consulting fees, referral fees, placement fees, commissions, trailers, servicing fees, or other forms of remuneration.

Such arrangements may create actual or perceived conflicts of interest. We identify, disclose, and manage conflicts in accordance with applicable laws and professional standards. Where required, additional conflict disclosures are provided in writing before any regulated transaction is completed.

Private funds, exempt market offerings, and alternative investments may carry elevated risk and may not be appropriate for all investors. Risks include concentration, leverage, liquidity, valuation uncertainty, counterparty exposure, regulatory and tax change, currency exposure, and operational risk.

Investors may face limited redemption rights, lock-up periods, gating provisions, and transfer restrictions. Independent due diligence is recommended, and investors should consult appropriately licensed advisors.

Where life insurance, segregated funds, annuities, or related insurance-based planning is discussed, any insurance-related advice or sale is provided only by appropriately licensed insurance professionals in the relevant jurisdiction. Coigne Capital Partners is not an insurer, and coverage is subject to underwriting, eligibility, and insurer approval.

Insurance illustrations and policy performance assumptions are not guaranteed unless explicitly stated by the issuing insurer and documented in the policy contract. Corporate insurance structures and international insurance planning involve legal, tax, and regulatory considerations that require qualified professional advice.

Insurance products typically include commissions and other compensation paid to licensed agents and brokers and may include overrides or servicing compensation depending on product type and jurisdiction. Coigne Capital Partners and affiliated parties may receive compensation for insurance placement, servicing, or referrals. Where required, compensation disclosures are provided in writing before a policy is placed.

Nothing on this website or in presentations constitutes an offer to sell or a solicitation of an offer to buy securities, investment funds, or insurance products in any jurisdiction where such offer would be unlawful. Any offering is made only through the applicable offering documents, through the appropriately registered distributing entity, and only in jurisdictions where permitted.

Coigne Capital Partners may introduce or coordinate access to third-party fund managers, issuers, insurers, administrators, custodians, or service providers. Such third parties are independent and are not controlled by Coigne Capital Partners unless expressly stated. We do not guarantee the performance, solvency, or compliance of any third party. Clients are responsible for their own due diligence.

Where investment or insurance onboarding is involved, clients may be required to complete KYC/KYB, identity verification, source-of-funds and source-of-wealth reviews, and other compliance steps. Personal information may be collected, used, and shared with regulated partners and service providers for compliance and execution purposes, subject to applicable privacy laws.

Do not submit sensitive personal information via unsecured web forms; secure channels are provided after onboarding.

Cross-border structures and product placement can trigger complex tax reporting, withholding, and regulatory obligations, including foreign asset reporting, controlled foreign corporation rules, PFIC rules, CRS/FATCA, and local equivalents. Coigne Capital Partners does not provide tax or legal advice unless expressly stated and delivered by licensed professionals.

Clients should obtain jurisdiction-specific advice before implementing any cross-border structure or product transaction.

If materials are provided in multiple languages, translations are for convenience only. In the event of any inconsistency, the controlling version is the one specified in the governing agreement or offering documents.