Terms and Conditions

Last Updated: [08.02.2026]

These Terms and Conditions govern the use of the website and services provided by VentureDocs, a trading name of Marshall Sterling Investment Management Limited (“Company”, “we”, “us”, “our”) through the platform VentureDocs.co.uk (“Website”). By accessing this Website or engaging our services, you agree to be bound by these Terms.

1. Definitions

  • Company: Marshall Sterling Investment Management Limited, a company incorporated in England and Wales.
  • Client: Any individual, company, or legal entity engaging with the Website or purchasing the Company’s Services.
  • Services: Corporate finance documentation, business preparation materials, investor readiness support, and related commercial drafting and support services. Services are preparatory, administrative and informational in nature and exclude any Regulated Activities.
  • FSMA: Financial Services and Markets Act 2000.
  • Regulated Activity: As defined in FSMA and the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001.

2. Scope of Services

2.1. The Services provided via this Website are limited to business preparation and documentation support.

2.2. The Company does not:

  • Provide investment, financial, legal, or tax advice;
  • Approve or communicate financial promotions;
  • Arrange, broker, introduce, or facilitate investment transactions;
  • Assess suitability or appropriateness of investments;
  • Manage investments or assets;
  • Operate as an investment intermediary, broker, or fund manager;
  • Hold or control client money or assets.

2.3. Clients remain solely responsible for obtaining independent regulated advice where required and for ensuring compliance with applicable laws in their jurisdiction.

3. Regulatory Status

3.1. The Company is not authorised or regulated by the Financial Conduct Authority in relation to the Services offered through VentureDocs.

3.2. The Services are designed to operate outside the regulatory perimeter and are limited to preparatory commercial support and document production.

3.3. Nothing on this Website constitutes an offer, invitation, recommendation, or approval of any investment or financial product.

4. Client Acknowledgements

4.1. By using this Website or purchasing Services, the Client acknowledges that:

  • The Company provides drafting and preparation support only;
  • No investment recommendation or opinion is being provided;
  • The Client is responsible for verifying the accuracy and suitability of all materials before use;
  • The Client is responsible for compliance with financial promotion, securities, and investor marketing regulations in any relevant jurisdiction;
  • Services are not a substitute for regulated professional advice.

5. Client Responsibilities

5.1. The Client agrees to:

  • Provide complete and accurate information;
  • Review and approve all documentation before distribution;
  • Ensure all materials are used lawfully and appropriately;
  • Seek regulated advice where required.

5.2. The Company is not responsible for verifying factual accuracy of Client-provided information.

6. Limitation of Liability

6.1. To the fullest extent permitted by law, the Company excludes liability for:

  • Investment outcomes or financial losses;
  • Reliance on documentation produced;
  • Regulatory breaches by the Client;
  • Indirect, consequential, or economic losses.

6.2. The Company’s total aggregate liability shall not exceed the fees paid by the Client for the relevant Services.

7. Indemnity

The Client agrees to indemnify and hold harmless the Company, its officers, employees, and contractors from any claims, losses, or liabilities arising from:

  • Use or distribution of documentation;
  • Client regulatory breaches;
  • Inaccurate or incomplete Client information;
  • Client misuse of Services.

8. Confidentiality

Both parties agree to keep confidential any non-public business or commercial information unless disclosure is required by law or regulatory authority.

9. Data Protection and Cookies

9.1. The Company processes personal data in accordance with the UK Data Protection Act 2018 and UK GDPR.

9.2. Further details are set out in the Website Privacy Policy and Cookie Policy.

10. Anti-Money Laundering

10.1. The Company reserves the right to conduct identity verification and compliance checks.

10.2. Services may be suspended or terminated if satisfactory information is not provided.

11. Fees and Payment

11.1. Fees are payable as specified at purchase or engagement.

11.2. Unless otherwise agreed, fees are non-refundable once work has commenced.

11.3. The Company reserves the right to suspend Services for unpaid invoices.

12. Termination

Either party may terminate Services where continuation would breach law or regulation. All accrued fees remain payable.

13. Intellectual Property

13.1. The Company retains ownership of templates, drafting methodologies, and proprietary materials.

13.2. Upon full payment, the Client receives a non-exclusive licence to use final deliverables for internal commercial purposes.

14. Governing Law and Jurisdiction

These Terms shall be governed by the laws of England and Wales and disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

15. Severability

If any provision is unenforceable, the remaining provisions shall remain valid.

16. Entire Agreement

These Terms constitute the entire agreement between the Client and the Company.

17. Amendments

The Company may update these Terms periodically. Continued Website use constitutes acceptance of updated Terms.