Terms of Service

Last updated: 11 August 2026

1. About These Terms

These Terms of Service apply to your use of Wimbledon Wealth’s website, online forms, digital systems and related services.

By using our website, submitting information through our systems or engaging with our services, you acknowledge these Terms.

“Wimbledon Wealth”, “we”, “us” and “our” refer to WIMBLEDON WEALTH INVESTMENT CONSULTANTS L.L.C S.O.C.

2. Wimbledon Wealth and NEBA Private Clients

Wimbledon Wealth is a separate legal entity from NEBA Private Clients.

We are a brand partner of NEBA Private Clients, and NEBA Private Clients is our regulatory partner in connection with certain financial services.

Where a regulated financial activity is required, including regulated financial advice or arranging, that activity will be undertaken through the appropriately authorised entity according to the client’s circumstances, jurisdiction and the nature of the service.

Nothing on our website should be interpreted as representing that Wimbledon Wealth itself holds a regulatory authorisation belonging to NEBA Private Clients.

NEBA’s own published terms identify the relevant regulated entities separately by jurisdiction, which is why maintaining this distinction in Wimbledon Wealth’s terms is important.

3. Our Services

Wimbledon Wealth provides financial-services support, client relationship management and related administrative services.

Our activities may include:

• responding to enquiries;
• introducing clients to authorised financial advisers;
• assisting with onboarding;
• gathering client information and documentation;
• coordinating communications;
• facilitating applications;
• assisting with provider administration; and
• supporting ongoing client servicing.

The nature of our involvement will depend upon the service being provided.

4. Financial Advice

General information available through Wimbledon Wealth’s website, communications or digital systems does not constitute personalised financial, investment, insurance, pension, tax or legal advice.

Where regulated financial advice or a personal recommendation is required, this will be provided through an appropriately authorised entity following the relevant onboarding, KYC, suitability and compliance procedures.

5. No Offer or Solicitation

Information about a product, investment or financial service does not by itself constitute an offer, solicitation or recommendation to purchase, sell or subscribe to that product or service.

Product availability and eligibility may depend upon residence, nationality, regulatory restrictions, financial circumstances and provider requirements.

6. Investment Risk

Investments involve risk.

The value of investments may rise or fall and you may receive back less than you invest.

Past performance is not a reliable indicator of future results and forecasts, illustrations or projections are not guaranteed.

Specific investment risks will be detailed in the relevant provider documentation and, where applicable, explained by the authorised adviser.

7. Client Responsibilities

You are responsible for providing complete and accurate information to Wimbledon Wealth, your adviser and relevant providers.

You should notify us promptly if your personal or financial circumstances change materially.

You are responsible for reviewing documents before signing them and for raising any questions or inaccuracies before proceeding.

8. Product Providers and Third Parties

Products and financial services may be supplied by independent third-party providers.

Their products are governed by their own contractual terms, fees, conditions and eligibility requirements.

Wimbledon Wealth does not manufacture or control independent third-party financial products unless expressly stated otherwise.

9. Electronic Communications

We may communicate with you electronically through email, online forms, digital portals, CRM systems and other agreed communication channels.

Electronic communications may be retained for operational, compliance, security and record-keeping purposes.

You are responsible for ensuring that the email address and contact information provided to us remain current.

10. Electronic Signatures

Documents may be completed or signed using electronic-signature technology.

By applying an electronic signature, you confirm your intention to sign or approve the relevant document electronically.

Our electronic-signature system may generate an audit trail recording information such as:

• signer’s email address;
• IP address;
• geographic location where available;
• date and time of activity; and
• electronic verification or document-integrity information.

Acceptance of an electronic signature remains subject to the requirements of the relevant financial institution, product provider or other third party.

Where a provider requires another signing method, the provider’s requirements will apply.

11. Privacy and GDPR

Personal information submitted to Wimbledon Wealth will be handled in accordance with our Privacy Notice and applicable data protection laws.

Where applicable, this includes the EU GDPR, UK GDPR, UK Data Protection Act 2018 and relevant UAE data protection legislation.

Please refer to the Wimbledon Wealth Privacy Notice for further information regarding how personal information is collected, processed, shared and retained.

12. Confidentiality

We will take reasonable steps to maintain the confidentiality of information you provide.

Information may nevertheless be disclosed where reasonably necessary to facilitate services or comply with legal and regulatory obligations, including to NEBA Private Clients, authorised advisers, providers, insurers, platforms, professional advisers and service providers.

13. Accuracy of Information

We take reasonable care to ensure information made available through our systems is accurate.

However, financial markets, legislation, taxation, provider terms and regulatory requirements may change.

We therefore do not guarantee that general website or system information will always be complete, current or error-free.

14. Website and System Availability

We aim to make our website and systems reasonably available but cannot guarantee uninterrupted access.

Access may occasionally be restricted due to maintenance, technical issues, security requirements or circumstances outside our reasonable control.

15. Third-Party Links

Our website or systems may contain links to websites operated by third parties.

These may include NEBA Private Clients, insurers, investment providers, platforms and other financial institutions.

We are not responsible for the content, security, availability or privacy practices of independently operated third-party websites.

16. Intellectual Property

Unless otherwise stated, Wimbledon Wealth’s website content, branding, materials and documents remain our intellectual property or are used with the permission of the relevant rights holder.

Content may not be reproduced or commercially distributed without permission except where permitted by law.

17. Limitation of Liability

To the fullest extent permitted by applicable law, Wimbledon Wealth will not be responsible for loss arising solely from:

• reliance upon general information without obtaining appropriate professional advice;
• temporary system or website unavailability;
• circumstances outside our reasonable control; or
• independent third-party websites or services.

Nothing in these Terms excludes or limits liability where doing so would be unlawful.

18. Changes to These Terms

We may update these Terms from time to time to reflect changes to our services, systems, legal requirements or business arrangements.

The most recent version will be made available through our website or digital services.

19. Governing Law

These Terms are governed by the laws of United Arab Emirates.

Specific investments, regulated financial services and provider agreements may be governed by different laws or jurisdictions as specified in the relevant documentation.