Terms and Conditions
Oakmount & Partners Ltd | oakmountpartners.com | Company No. 7101464 | © 2026 Oakmount & Partners Ltd | All rights reserved.
PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY BEFORE USING THIS WEBSITE OR ENGAGING WITH OAKMOUNT & PARTNERS LTD. BY ACCESSING THIS WEBSITE OR ENTERING INTO ANY ENGAGEMENT WITH US, YOU AGREE TO BE BOUND BY THESE TERMS.
1. About Us
Oakmount & Partners Ltd is a private limited company incorporated in England and Wales (Company No. 07101464). Our registered office is at Abacus House, 14–18 Forest Road, Loughton, Essex, IG10 1DX. Our principal place of business is Thremhall Park, Start Hill, Bishop's Stortford, Hertfordshire, CM22 7WE.
General Enquiries
Email: admin@oakmountpartners.co.uk
Telephone: +44 (0)1279 874 392
Compliance & Governance Enquiries
Website: www.oakmountpartners.com
Communications sent to the appropriate department will assist us in responding more efficiently. Oakmount & Partners Ltd reserves the right to redirect correspondence internally where considered appropriate.
Unless otherwise stated, all enquiries relating to investor eligibility, governance, regulatory matters, due diligence, onboarding, confidentiality, complaints or the release of confidential information should be directed to the Company's Compliance Department.
The Oakmount & Partners name and logo are registered trademarks of Oakmount & Partners Ltd, registered in the United Kingdom. Oakmount & Partners Ltd has no corporate, legal, operational or commercial affiliation with:
Oakmount Capital LLP;
Oakmount Financial Services Ltd;
Oakmount Group;
Oakmount.uk;
Oakmount Investments Ltd;
Oakmount Control Systems Ltd;
Oakmont Consulting Ltd;
Oakmount Law Solicitors;
Oakmont Capital Services; or
any other organisation operating under a similar or comparable name, unless such relationship is expressly confirmed in writing by a director of Oakmount & Partners Ltd.
2. Regulatory Status and Non-Advisory Position
2.1 Regulatory Status
Oakmount & Partners Ltd is not authorised or regulated by the Financial Conduct Authority (FCA) because Oakmount & Partners Ltd does not undertake regulated activities for which FCA authorisation is required. The firm operates on a strictly non-advisory, execution-only basis. Nothing on this website, and nothing communicated by Oakmount & Partners Ltd in any form, constitutes financial advice, investment advice, a personal recommendation or an offer capable of acceptance.
2.2 Eligible Recipients Only
All engagement with Oakmount & Partners Ltd is restricted to persons who qualify as one or more of the following:
— Professional Clients or Eligible Counterparties as defined under COBS 3 of the FCA Handbook;
— High Net Worth Individuals within the meaning of Article 48 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (as amended);
— Sophisticated Investors within the meaning of Article 50 of the Financial Promotion Order 2005;
— Investment Professionals within the meaning of Article 19 of the Financial Promotion Order 2005;
— Certified High Net Worth Individuals or Self-Certified Sophisticated Investors who have signed the relevant certificates.
By engaging with Oakmount & Partners Ltd, you confirm that you fall within one or more of the above categories and that you have the knowledge and experience to evaluate the merits and risks of any investment opportunity independently, or with the assistance of a suitably qualified independent financial adviser.
2.3 Independent Advice
Before making any investment decision in connection with any opportunity introduced or facilitated by Oakmount & Partners Ltd, you are strongly recommended to seek independent financial, legal and tax advice from appropriately regulated and qualified professionals. Oakmount & Partners Ltd does not provide, and is not able to provide, any such advice.
2.4 Capital at Risk
All investment activity involves risk. The value of investments can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable indicator of future results. Investment in private markets, digital assets, and unquoted securities carries a heightened level of risk, including illiquidity, loss of capital, and lack of regulatory protection that would apply to regulated investment products.
3. Use of This Website
3.1 Acceptance of Terms
By accessing and using this website, you confirm that you accept these Terms and Conditions and agree to be bound by them. If you do not agree to these Terms and Conditions, you must not use this website.
3.2 Permitted Use
This website is provided for information purposes only. You may use this website only for lawful purposes and in accordance with these Terms and Conditions. You agree not to use this website:
— In any way that violates any applicable local, national, or international law or regulation;
— To transmit any unsolicited or unauthorised advertising or promotional material;
— To knowingly transmit any data, send or upload any material that contains viruses, Trojan horses, worms, or any other harmful programs or similar computer code;
— To attempt to gain unauthorised access to any part of this website or any server, computer, or database connected to it;
— To attack this website via a denial-of-service attack or a distributed denial-of-service attack.
3.3 Website Availability
We do not guarantee that this website, or any content on it, will always be available or uninterrupted. We may suspend, withdraw, or restrict the availability of all or any part of this website for business and operational reasons. We will try to give you reasonable notice of any suspension or withdrawal.
3.4 Accuracy of Information
Whilst we take reasonable care to ensure that the information on this website is accurate and up to date, we cannot guarantee its accuracy and we reserve the right to change the information at any time without notice. The information contained on this website is provided for general information purposes only. It does not constitute a comprehensive or complete statement of the matters discussed and should not be relied upon as the basis for any investment, legal, tax, accounting or commercial decision.
3.5 Website Security, Monitoring and Cyber Protection
Oakmount & Partners Ltd is committed to protecting the security, integrity and availability of its website, systems and confidential information.
The Company operates appropriate technical and organisational security measures designed to detect, prevent and investigate unauthorised access, cyber-attacks, malicious software, fraudulent activity and other misuse of its systems.
For security, fraud prevention and system administration purposes, Oakmount & Partners Ltd and its authorised service providers may record and process technical information relating to visits to this website, including IP addresses, browser information, device identifiers, server logs, timestamps and other technical metadata, where available and permitted by applicable law.
The Company may retain relevant technical information, preserve electronic records and other digital evidence where appropriate, and cooperate with law enforcement agencies, regulatory authorities, cyber-security specialists, internet service providers and other appropriate third parties in connection with the investigation, prevention or prosecution of suspected unlawful activity, cyber incidents or breaches of these Terms and Conditions.
The Company reserves the right, without notice, to restrict, suspend or permanently deny access to this website where it reasonably believes that the website or its systems are being used in breach of these Terms and Conditions or in a manner that may compromise the security, integrity or availability of the Company, its systems, users or confidential information.
Nothing in this section shall prevent Oakmount & Partners Ltd from pursuing any other legal or equitable remedy available to it.
4. Intellectual Property and Trademark
4.1 Ownership
All intellectual property rights in this website and its content — including but not limited to text, graphics, logos, images, audio clips, digital downloads, data compilations, and software — are owned by or licensed to Oakmount & Partners Ltd. All such rights are reserved.
© 2026 Oakmount & Partners Ltd. All rights reserved.
4.2 Registered Trademark
The Oakmount & Partners name and logo are registered trademarks of Oakmount & Partners Ltd (Company No. 7101464), registered in the United Kingdom. Unauthorised use of the Oakmount & Partners name or registered logo in any form — including in business names, domain names, social media accounts, or marketing materials — is strictly prohibited and may result in legal action.
4.3 Permitted Use of Content
You may print or download content from this website for your own personal, non-commercial use only. You must not:
— Reproduce, modify, copy, distribute, or sell any content from this website for commercial purposes;
— Incorporate this website or any of its content into any other website;
— Create a database by systematically downloading or storing content from this website;
— Remove or alter any copyright, trademark, or other proprietary notices from content taken from this website.
4.4 Links to This Website
We welcome links to this website from relevant third-party websites. However, we reserve the right to require the removal of any link within 24 hours of a written request. You may not frame this website or suggest any form of association, approval, or endorsement by Oakmount & Partners Ltd without our express written consent.
5. Confidentiality
5.1 Confidential Information
In connection with any engagement or proposed engagement with Oakmount & Partners Ltd, you may receive information that is confidential or proprietary to Oakmount & Partners Ltd or to third parties to whom we owe a duty of confidence. This includes, without limitation, information relating to investment opportunities, transaction structures, client relationships, and commercial strategies.
Provision of confidential documentation shall not be construed as an invitation to invest or an agreement to enter into any transaction.
5.2 Your Obligations
You agree to keep all such confidential information strictly confidential, not to disclose it to any third party without our prior written consent, and to use it solely for the purpose for which it was provided. These obligations survive the termination of any engagement or relationship with Oakmount & Partners Ltd.
5.3 Our Obligations
Oakmount & Partners Ltd maintains strict confidentiality in respect of all client and counterparty relationships and will not disclose confidential information relating to you or your business to any third party except as described in our Privacy Notice, as required by law, or with your prior written consent.
5.4 Confidential Documentation
Information Memoranda, investment presentations, subscription documentation, legal opinions, due diligence reports, financial models, security documentation and all transaction documentation remain confidential and proprietary.
Such documentation will only be provided where Oakmount & Partners Ltd considers it appropriate following completion of its onboarding and verification procedures.
The Company reserves the right to refuse the release of any documentation without explanation.
6. Limitation of Liability
6.1 Exclusion of Warranties
To the fullest extent permitted by law, Oakmount & Partners Ltd excludes all conditions, warranties, representations, and other terms that might otherwise be implied by statute, common law, or the law of equity in relation to this website and any content on it.
6.2 Limitation of Liability
Oakmount & Partners Ltd will not be liable to any user of this website or any party engaging with Oakmount & Partners Ltd for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising out of or in connection with:
— The use of, or inability to use, this website or any content on it;
— Reliance on any information provided on this website or in any communication from Oakmount & Partners Ltd;
— Any investment decision made in connection with an opportunity introduced or facilitated by Oakmount & Partners Ltd;
— Loss of profits, sales, business, or revenue;
— Business interruption or loss of business opportunity;
— Loss of anticipated savings;
— Loss of goodwill;
— Any indirect or consequential loss or damage.
6.3 Exclusions from Limitation
Nothing in these Terms and Conditions excludes or limits our liability for:
— Death or personal injury caused by our negligence;
— Fraud or fraudulent misrepresentation;
— Any other liability that cannot be excluded or limited by English law.
6.4 Third-Party Websites
This website contains links to third-party websites. Such links are provided for your convenience only. Oakmount & Partners Ltd has no control over the content of third-party websites and accepts no responsibility for them or for any loss or damage that may arise from your use of them. The presence of a link does not imply endorsement by or any association with Oakmount & Partners Ltd.
7. Professional Engagements and Mandate Terms
7.1 Non-Advisory Basis
All engagements undertaken by Oakmount & Partners Ltd are conducted on a strictly non-advisory, execution-only basis. Oakmount & Partners Ltd acts only as a capital introducer and facilitator. It does not act as a financial adviser, investment manager, discretionary portfolio manager, or in any other regulated capacity.
7.2 Client Money and Proprietary Products
Where Oakmount & Partners Ltd operates or manages its own proprietary investment products — including but not limited to structured bond programmes and reserve instruments issued or facilitated by Oakmount & Partners Ltd or associated special purpose vehicles — it may receive and hold client funds in connection with subscriptions to those products. In such cases, all client funds are received, held, and administered in accordance with the terms set out in the relevant offer documentation, information memorandum, or subscription agreement applicable to that product.
Where Oakmount & Partners Ltd acts purely as a capital introducer or facilitator in respect of third-party transactions and opportunities, it does not handle, hold, or receive client money or assets at any stage. In such cases, all funds are paid directly by investors to the relevant issuer, borrower, or trustee as specified in the transaction documentation.
The capacity in which Oakmount & Partners Ltd is acting — whether as introducer or as operator of a proprietary product — will be clearly stated in the relevant documentation provided to you prior to any commitment being made.
7.3 Due Diligence
Oakmount & Partners undertakes such commercial, governance and transactional review as it considers appropriate for its own purposes. Such review should not be regarded as legal, financial, tax, accounting or investment due diligence undertaken on behalf of any investor, all of whom remain responsible for conducting their own independent investigations and obtaining independent professional advice.
7.4 Fees and Charges
Where Oakmount & Partners Ltd charges fees in connection with an engagement, such fees will be set out in writing in the relevant mandate or engagement letter prior to any commitment being made. Oakmount & Partners Ltd may also receive introductory fees, commissions, or other remuneration from issuers, borrowers, or other third parties in connection with transactions it facilitates. Where this is the case, it will be disclosed in the relevant documentation.
7.5 Administration and Handling Fees
Where an Administration and Handling Fee is payable in connection with any engagement or product, you acknowledge by signing and returning the relevant acceptance documentation that:
— You have read and accepted these Terms and Conditions in their entirety;
— You are fully aware that any Administration and Handling Fee paid is non-refundable and non-transferable in all circumstances;
— You have had the opportunity to seek independent legal, financial and tax advice before signing.
7.6 No Guarantee of Outcome
Oakmount & Partners Ltd makes no representation, warranty, or guarantee as to the outcome of any introduction, transaction, or investment opportunity. The facilitation of an introduction or engagement does not constitute a recommendation, endorsement, or assurance of any kind regarding the merits, viability, or likely financial outcome of any opportunity. all participants must undertake their own due diligence and seek the advice of a suitably qualified independent financial adviser.
7.7 Counterparty Acceptance and Release of Confidential Information
Oakmount & Partners Ltd reserves the absolute right, at its sole discretion, to determine whether it will engage with any prospective investor, corporate client, intermediary, adviser or other counterparty, and whether any confidential information will be released.
Prior to the release of any confidential, commercially sensitive or transaction-specific information, the Company may require such information and documentation as it considers appropriate, including (without limitation):
Verification of identity;
Verification of any corporate entity represented;
Evidence of authority to act on behalf of any organisation;
Confirmation of investor categorisation or applicable exemption;
Completion of Know Your Client (KYC), Anti-Money Laundering (AML), sanctions screening and, where appropriate, source of funds verification;
Execution of confidentiality or non-disclosure agreements; and
Such additional information as the Company reasonably considers necessary.
Completion of any onboarding or verification process shall not oblige Oakmount & Partners Ltd to provide information, commence discussions or enter into any transaction.
All enquiries are subject to the Company's internal governance and compliance procedures, and the Company reserves the right, at its sole discretion, to determine whether any engagement or correspondence will continue.
Oakmount & Partners Ltd reserves the right, at its sole discretion, to decline, suspend or discontinue any engagement, correspondence or proposed transaction at any stage without providing reasons.
7.8 Website Enquiries
Submission of an enquiry through this through this website, by email, social media, telephone or otherwise, shall not create any contractual relationship, entitlement to information or obligation upon Oakmount & Partners Ltd to respond.
The Company reserves the right to verify the identity, authority, professional status and eligibility of any person making an enquiry before determining whether any response or information will be provided. The Company may require any person making an enquiry to confirm that they have accessed and are using this website in accordance with these Terms and Conditions and that they fall within the categories of persons to whom communications may lawfully be made under applicable law.
Where the Company considers it appropriate, prospective counterparties may also be required to complete such onboarding, identity verification, investor categorisation, anti-money laundering, sanctions, source of funds and confidentiality procedures as Oakmount & Partners Ltd reasonably considers necessary before any confidential, commercially sensitive or transaction-specific information is released.
Oakmount & Partners Ltd reserves the absolute right, at its sole discretion, to decline to respond to, discontinue correspondence with, or refuse to provide information to any person who fails to satisfy the Company's onboarding, verification or eligibility requirements, or where the Company considers that doing so is necessary to protect its legitimate commercial, legal, regulatory or confidentiality interests.
The Company will consider enquiries received through this website in accordance with its internal governance procedures. Where the Company determines that a response is appropriate, it will endeavour to respond within a reasonable period having regard to the nature of the enquiry, the information requested and any verification procedures considered necessary.
Acknowledgement of receipt of any enquiry shall not create any obligation upon Oakmount & Partners Ltd to provide a substantive response, release information, enter into discussions or proceed with any engagement or transaction.
8. Anti-Money Laundering and Compliance
Oakmount & Partners Ltd is committed to full compliance with all applicable anti-money laundering (AML), counter-terrorist financing (CTF), and sanctions legislation, including the Proceeds of Crime Act 2002, the Terrorism Act 2000, and the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (as amended).
As part of our compliance obligations, we may require you to provide identity verification documents, proof of address, evidence of the source of funds, and other documentation as part of our know-your-client (KYC) process. We reserve the right to decline or terminate any engagement if satisfactory KYC documentation is not provided or if we have any concerns regarding the source or legitimacy of funds.
We may be required by law to report suspicious activity to the National Crime Agency or other appropriate authorities without notifying you. Any such report will not constitute a breach of our confidentiality obligations to you.
8.1 Verification
Oakmount & Partners Ltd may require verification of the identity of any person seeking to engage with the Company, together with verification of any organisation on whose behalf that person purports to act. The Company may also require evidence of authority to act for any corporate entity.
Failure or refusal to provide satisfactory verification may result in the Company declining to enter into discussions or provide any further information.
The completion of identity verification, investor categorisation, anti-money laundering procedures or any other onboarding process shall not oblige Oakmount & Partners Ltd to proceed with any engagement or provide any information, documentation or investment opportunity.
9. Data Protection
Oakmount & Partners Ltd processes personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Full details of how we collect, use, store, and protect your personal data, and how you can exercise your rights, are set out in our Privacy Notice, available at www.oakmountpartners.com/privacy/
By engaging with Oakmount & Partners Ltd and using this website, you acknowledge that you have read and understood our Privacy Notice.
10. Indemnity
You agree to indemnify, defend, and hold harmless Oakmount & Partners Ltd and its directors, officers, employees, agents, and advisers from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising out of or in connection with:
— Your use of this website in breach of these Terms and Conditions;
— Any breach by you of any applicable law or regulation;
— Any false or inaccurate information provided by you to Oakmount & Partners Ltd;
— Any claim by a third party arising from your actions or omissions in connection with any engagement with Oakmount & Partners Ltd.
11. Complaints Procedure — Our Commitment to You
Oakmount & Partners Ltd is committed to resolving every concern fairly, promptly and professionally. If something has not met your expectations, please tell us. We would always rather resolve a concern directly than see a client feel unheard. Every complaint will be taken seriously and handled with care, discretion and urgency.
11.1 Our Approach to Complaints
Oakmount & Partners Ltd has been built over seventeen years on the principle that long-term professional relationships are worth more than any single transaction. We recognise that there are occasions where clients, counterparties, or other parties may have concerns about our conduct, our communications, or the outcome of an engagement. We take all such concerns seriously and are committed to addressing them fully and fairly.
We believe strongly that the right way to resolve any concern or grievance is through direct, private, and constructive written communication between the parties. Publishing concerns on public platforms before giving us the opportunity to respond is not only unhelpful to the resolution process — it may cause collateral harm to other clients, employees, and professional relationships that have no connection to the matter in question, and in certain circumstances may expose the party publishing such content to legal liability if the content is inaccurate or misleading. We ask all clients and counterparties to contact us directly in the first instance.
11.2 How to Make a Complaint
If you have a concern or complaint about any aspect of Oakmount & Partners Ltd's conduct, services, or communications, please contact us in writing using the following details:
— Email: compliance@oakmountpartners.co.uk (preferred — enables a written audit trail)
— Post: The Compliance Department, Oakmount & Partners Ltd, Thremhall Park, Start Hill, Bishops Stortford, Hertfordshire, CM22 7WE
— Telephone: +44 (0)203 753 5547 (for initial contact only — all complaints must subsequently be confirmed in writing)
Please provide your full name, contact details, a clear description of the matter you wish to raise, the relevant dates and any supporting documentation you consider relevant. The more clearly and fully your concern is described, the more effectively and quickly we can respond.
11.3 What Happens When We Receive Your Complaint
Upon receipt of a written complaint, Oakmount & Partners Ltd will:
— Acknowledge receipt of your complaint in writing within three business days;
— Appoint a senior member of the team to investigate your concern and act as your point of contact throughout the process;
— Conduct a thorough and impartial investigation of the matter, which may include reviewing relevant correspondence, documentation, and records;
— Provide you with a substantive written response within twenty-one calendar days of receipt of your complaint. Where the matter is complex and requires additional time, we will notify you of this within the initial twenty-one day period and provide an updated timeline;
— Where your complaint is upheld in whole or in part, we will set out clearly what steps we will take to remedy the situation;
— Where your complaint is not upheld, we will explain our reasons fully and clearly.
11.4 Our Commitment to Resolution
It is the policy of Oakmount & Partners Ltd to make every reasonable effort to resolve complaints to the satisfaction of the party raising them. Where a client or counterparty is unhappy with any aspect of our service or conduct, we will always seek first to understand the concern fully and to remedy it where it is within our power to do so. No concern raised in good faith through our complaints process will be dismissed without proper consideration.
We ask that all parties engaging with our complaints process do so in good faith and with a genuine desire to reach a resolution. We will always reciprocate that good faith. The complaints process exists to protect both parties — it gives clients a clear, structured route to have their concerns heard, and it gives Oakmount & Partners Ltd the opportunity to address those concerns before they escalate unnecessarily.
11.5 Public Platforms and Online Reviews
Oakmount & Partners Ltd respectfully requests that clients, counterparties, and any other party with a concern about the Company contact us directly through the complaints process set out in this section before publishing any review, comment, or statement about the Company on any public platform, review website, social media channel, or online forum.
Publishing a concern publicly before giving the Company the opportunity to respond and resolve it:
— Deprives Oakmount & Partners Ltd of the opportunity to address the matter promptly and fairly, which is in the interests of both parties;
— May cause unnecessary and disproportionate harm to the Company's reputation, its employees, and its other clients, none of whom are responsible for the matter in question;
— May cause harm to other clients who rely on the Company's professional standing and reputation in connection with their own engagements;
— May, if the content published is inaccurate, misleading, or exaggerated, expose the author to legal liability under the Defamation Act 2013 and related legislation.
We understand that frustration can sometimes lead people to seek public outlets. We ask instead that you direct that frustration to us, in writing, through the process above. We will always take your concern seriously and do everything within our power to resolve it. That is our commitment to every client and counterparty, without exception.
11.6 Escalation
If you are not satisfied with the outcome of our internal complaints process, you may wish to seek independent legal advice or, where applicable, refer the matter to an appropriate external body. Oakmount & Partners Ltd will cooperate fully with any such process. Details of any applicable external escalation routes will be provided in our final written response to your complaint where relevant.
12. False, Defamatory, Malicious and Fabricated Reviews and Statements
OAKMOUNT & PARTNERS LTD WILL PURSUE ALL AVAILABLE LEGAL REMEDIES AGAINST ANY PERSON OR ENTITY THAT PUBLISHES, PROCURES, OR FACILITATES THE PUBLICATION OF FALSE, FABRICATED, OR MALICIOUS CONTENT ABOUT THE COMPANY, ITS DIRECTORS, EMPLOYEES, OR ASSOCIATED PARTIES. THIS INCLUDES PERSONS WHO BELIEVE THEIR IDENTITY IS PROTECTED BY ANONYMITY TOOLS, VPNs, OR PSEUDONYMOUS ACCOUNTS.
12.1 The Company's Position
Oakmount & Partners Ltd has been established since December 2009 and has built its professional reputation over seventeen years through consistent standards, transparent conduct, and governance-led practice. The Company takes its reputation, corporate identity, and the integrity of its relationships with clients, counterparties, and professional partners extremely seriously.
The Company has previously been the subject of false and maliciously motivated reviews and statements published by third parties on various platforms. All such content was successfully identified, challenged, and removed through legal and platform processes. The Company's professional standing was fully restored and remains intact. Oakmount & Partners Ltd has instructed its legal advisers, Clyde & Co LLP, to address any future attempts of this nature with equal determination and without hesitation. The Company will pursue every available legal remedy against those responsible, including full recovery of legal costs.
12.2 Prohibited Conduct
The following conduct is expressly prohibited and will be treated as giving rise to legal liability:
— Publishing, posting, or submitting any review, statement, rating, or commentary about Oakmount & Partners Ltd, its directors, employees, or associated parties that is false, fabricated, misleading, or materially inaccurate;
— Procuring, encouraging, incentivising, or facilitating any third party to publish false or misleading content about Oakmount & Partners Ltd;
— Publishing content that falsely associates Oakmount & Partners Ltd with regulatory investigations, legal proceedings, fraudulent activity, or misconduct of any kind, where no such association exists;
— Publishing content that falsely attributes statements, actions, or conduct to Oakmount & Partners Ltd, its directors, or its employees;
— Using anonymous or pseudonymous accounts, fake identities, VPNs, proxy servers, or third-party platforms to publish false or defamatory content in order to evade identification;
— Coordinating with others to publish multiple false reviews or statements as part of a campaign designed to damage the Company's reputation;
— Publishing content that falsely associates Oakmount & Partners Ltd with other organisations operating under similar names, including but not limited to Oakmount Capital LLP, Oakmount Financial Services Ltd, Oakmount Group, or any other entity with which Oakmount & Partners Ltd has no affiliation;
— Submitting false or misleading complaints about Oakmount & Partners Ltd to regulatory bodies, review platforms, or third parties, where the complainant knows or ought to know that the complaint is without foundation;
— Publishing, sharing, or amplifying content on social media, review platforms, forums, or any other channel that is known to be false or that has been published with the intent to harm the Company's reputation or commercial relationships;
— Attempting to conceal the origin of false content through the use of VPNs, proxy servers, anonymisation tools, burner accounts, or any other method of digital concealment.
12.3 Legal Remedies the Company Will Pursue
Where Oakmount & Partners Ltd identifies false, defamatory, or maliciously motivated content, it will not hesitate to pursue any or all of the following legal remedies:
— Civil proceedings for defamation under the Defamation Act 2013, including claims for libel and slander where the false statement has caused or is likely to cause serious harm to the Company's reputation;
— Claims for malicious falsehood, where a false statement has been made maliciously and has caused or is likely to cause financial loss;
— Claims for injurious falsehood or trade libel where false statements have been made about the Company's products, services, or commercial activities;
— Applications for urgent injunctive relief to secure the immediate removal of offending content, including emergency ex parte injunctions;
— Norwich Pharmacal orders requiring platforms, review websites, internet service providers, VPN providers, and social media companies to disclose the identity of anonymous authors;
— Claims for substantial compensatory damages for harm to reputation, loss of business, loss of contracts, and damage to professional relationships;
— Claims for aggravated damages in cases of particularly malicious or sustained conduct;
— Claims for exemplary damages where the defendant has acted with cynical disregard for the Company's rights;
— Full recovery of legal costs, including indemnity costs in cases of egregious conduct;
— Criminal referrals to the Police, the National Crime Agency, and the Crown Prosecution Service where conduct may constitute harassment under the Protection from Harassment Act 1997, malicious communications under the Online Safety Act 2023, or communications offences under the Communications Act 2003;
— Referrals to the Information Commissioner's Office where false content has been published in breach of data protection legislation;
— Formal legal notices to platforms requiring immediate removal of false content, and legal action against platforms for failure to act;
— Referrals to trading standards authorities, the Advertising Standards Authority, or other regulatory bodies where applicable.
12.4 Platform and Third-Party Responsibility
Oakmount & Partners Ltd will not limit its legal action to the original author of false content. Where a platform, website operator, social media company, or individual has published, amplified, shared, or failed to remove false or defamatory content following formal notice, the Company reserves the right to pursue legal action against that platform or individual as well as the original author, to the fullest extent permitted by law.
12.5 Monitoring and Evidence Preservation
Oakmount & Partners Ltd actively monitors all major review platforms, search engines, social media channels, and online forums for false or misleading content. The Company preserves evidence of all such content, including screenshots, metadata, timestamps, and platform records, in order to support legal proceedings where necessary. The preservation of such evidence will not be disclosed to the author of false content in advance of any legal action being commenced.
12.6 No Requirement to Warn
Oakmount & Partners Ltd reserves the right to commence legal proceedings against the author of false or defamatory content without prior warning, particularly where the content is causing ongoing and serious harm to the Company's reputation or commercial relationships, or where prior warning may result in the destruction of evidence. The absence of a prior warning or cease and desist letter does not limit the Company's right to seek the full range of legal remedies set out in this section.
12.7 Legitimate Reviews
Nothing in this section is intended to prevent or discourage the publication of honest, accurate, and genuinely held reviews or opinions about Oakmount & Partners Ltd. The Company welcomes constructive feedback and genuine commentary. This section applies exclusively to content that is false, fabricated, malicious, or published with the intent to damage the Company's reputation without factual basis. Any person who believes they have a genuine complaint about Oakmount & Partners Ltd is encouraged to contact the Company directly at compliance@oakmountpartners.co.uk in the first instance, in accordance with the complaints procedure set out in Section 11 above.
12.8 IP Address Logging, Digital Identification and Anonymity
Oakmount & Partners Ltd and its legal advisers are fully aware that persons who publish false or defamatory content online frequently attempt to conceal their identity through the use of virtual private networks (VPNs), proxy servers, anonymous browsing tools, fake email addresses, or pseudonymous accounts. The Company wishes to make clear that such measures do not guarantee anonymity and will not prevent identification in the context of legal proceedings.
The following technical and legal methods may be used to identify the authors of false or defamatory content, regardless of any steps taken to conceal identity:
— IP addresses are logged by review platforms, social media companies, website hosting providers, and internet service providers at the time content is published, even where the user believes they are operating anonymously. These logs are retained and can be obtained through legal process;
— Where a VPN or proxy service has been used, the VPN provider itself retains connection logs in many cases. Norwich Pharmacal orders and equivalent legal disclosure mechanisms can compel VPN providers, hosting companies, and internet service providers — including those based overseas — to disclose the underlying IP address and account information of the user;
— Device fingerprinting, browser metadata, and behavioural analytics can identify unique devices and users even where IP addresses have been masked or changed;
— Social media platforms and review websites retain extensive metadata associated with each account and each post, including login history, device information, linked accounts, payment details, and email addresses, all of which can be obtained through legal disclosure orders;
— Where content has been published across multiple platforms or accounts, cross-platform analysis of writing style, timing, device information, and linked accounts can be used to establish a common author;
— In cases involving coordinated campaigns, communications between participants, including private messages, emails, and group communications may be obtained through disclosure orders served on the relevant platforms.
Oakmount & Partners Ltd will not be deterred from pursuing the identification of and legal action against authors of false content by the use of anonymisation tools. The Company's legal advisers are experienced in obtaining disclosure orders against domestic and international platforms and will pursue all available mechanisms to identify those responsible. Persons who believe their identity is protected by anonymity tools are strongly advised to seek independent legal advice before publishing any content about Oakmount & Partners Ltd.
12.9 Pre-Action Protocol and Letter Before Action
Where Oakmount & Partners Ltd elects to issue a Letter Before Action prior to commencing legal proceedings, the recipient will be given a short and fixed period — typically no more than seven calendar days — to respond in full and to remove all offending content from every platform on which it has been published. Failure to respond within the stated period, failure to remove offending content, or any attempt to delete or conceal evidence following receipt of a Letter Before Action will be treated as an aggravating factor in any subsequent application for costs and will be brought to the attention of the court.
12.10 Cross-Border and International Enforcement
The Company will pursue enforcement internationally where necessary, including through proceedings in foreign courts, Mutual Legal Assistance Treaty (MLAT) mechanisms, applications to US courts under 28 U.S.C. § 1782 for disclosure of information held by US-based platforms, coordination with Interpol and relevant national police authorities, and enforcement of English court judgments in overseas jurisdictions. Persons based outside the United Kingdom who publish false content about Oakmount & Partners Ltd should not assume that their location provides them with immunity.
12.11 Corporate and Employer Liability
Where false or defamatory content is published by an employee, agent, contractor, or representative of a business or organisation, that business or organisation may be vicariously liable. This extends to scenarios where a competitor business uses employees, agents, or third-party services to conduct a coordinated false review campaign against Oakmount & Partners Ltd. The Company reserves the right to pursue both the individual author and the employing or instructing organisation jointly and severally.
12.12 Whistleblower and Information Provision
Oakmount & Partners Ltd invites any person who has information about a coordinated campaign to publish false reviews or defamatory content about the Company to contact us in confidence at compliance@oakmountpartners.co.uk. The identity of any person who provides information in good faith will be protected to the fullest extent possible.
12.13 Public Record and Publication of Outcomes
All legal proceedings brought by Oakmount & Partners Ltd in connection with false or defamatory content are a matter of public record. In the event that the Company succeeds in such proceedings, it expressly reserves the right to publish the outcome, including the identity of the defendant where permitted by the court, on its website and through appropriate media channels, and to notify relevant professional bodies and industry associations of the outcome where this is in the public interest.
12.14 Director and Individual Personal Liability
Where false or defamatory content is published by or on behalf of a company or other legal entity, the individual directors, officers, partners, or members who authorised, procured, directed, or facilitated the publication of such content may be personally liable in addition to the corporate entity. The existence of a corporate vehicle does not shield individuals from personal liability for defamation, malicious falsehood, or related torts.
12.15 Costs Warning
Persons who publish false or defamatory content about Oakmount & Partners Ltd should be aware that defamation proceedings in England and Wales can result in substantial awards of damages and costs against defendants. The legal costs of defending a defamation claim in England and Wales are among the highest of any jurisdiction in the world. Where the Company succeeds in defamation proceedings, it will seek a full costs order against the defendant, and in cases of particularly egregious conduct will seek costs on an indemnity basis. The Company's legal advisers, Clyde & Co LLP, are instructed to pursue such matters to conclusion where the Company's rights and reputation require it.
13. Force Majeure
Oakmount & Partners Ltd shall not be liable for any failure or delay in performance of its obligations under these Terms and Conditions arising from causes beyond its reasonable control, including but not limited to acts of God, war, terrorism, pandemic, civil unrest, governmental action, market disruption, or failure of third-party systems or infrastructure.
14. Severability
If any provision of these Terms and Conditions is found by a court or other competent authority to be invalid, unlawful, or unenforceable to any extent, that provision will, to that extent, be severed from the remaining terms, which will continue to be valid and enforceable to the fullest extent permitted by law.
15. Waiver
No failure or delay by Oakmount & Partners Ltd to exercise any right or remedy provided under these Terms and Conditions or by law shall constitute a waiver of that or any other right or remedy, nor shall it prevent or restrict the further exercise of that or any other right or remedy.
16. Entire Agreement
These Terms and Conditions, together with our Privacy Notice, Cookie Policy, and any specific engagement or mandate letter, constitute the entire agreement between you and Oakmount & Partners Ltd in relation to your use of this website and any engagement with us. They supersede all previous agreements, representations, warranties, and understandings between us relating to the same subject matter.
In the event of any conflict between these Terms and Conditions and the terms of a specific engagement or mandate letter, the terms of the engagement or mandate letter shall prevail.
17. Changes to These Terms and Conditions
We reserve the right to amend these Terms and Conditions at any time. Any changes will be published on this website with an updated date. Your continued use of this website after the publication of any changes constitutes your acceptance of those changes. We recommend that you check these Terms and Conditions each time you use this website.
18. Governing Law and Jurisdiction
These Terms and Conditions and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales. Each party irrevocably agrees that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with these Terms and Conditions or their subject matter or formation (including non-contractual disputes or claims).
Where Oakmount & Partners Ltd operates proprietary investment products, client funds are received and administered in accordance with the relevant offer documentation. When acting only as an introducer, Oakmount & Partners does not hold client money. The applicable basis will be clearly stated in all documentation prior to any commitment. Nothing on this website constitutes financial advice or an invitation to invest. Capital is at risk.
© 2026 Oakmount & Partners Ltd. All rights reserved. Oakmount & Partners® is a registered trademark of Oakmount & Partners Ltd (Company No. 7101464), registered in the United Kingdom. Registered address: Abacus House, 14-18 Forest Road, Loughton, Essex, IG10 1DX. Principal place of business: Thremhall Park, Start Hill, Bishops Stortford, Hertfordshire, CM22 7WE.
Legal advisers: Clyde & Co LLP.