Compliance
Disclaimer & disclosures.
HAVEN Equities is an educational organisation. Please read this page before relying on anything we publish.
- Last updated
- 17 October 2026
- Applies to
- havenequities.site
In short: we are a student education program. We don’t manage anyone’s money, and nothing we publish is investment advice.
Educational purpose
HAVEN Equities is a student-led educational organisation. Its purpose is to teach applied equity research through structured training, research practice and publication. HAVEN is not an investment adviser, broker-dealer, fund or financial institution, and it is not registered with any financial regulator.
Not investment advice
Nothing on this website, including research reports, articles, ratings, price targets or other commentary, is investment, financial, legal, tax or accounting advice. Nothing here is a recommendation or offer to buy, sell or hold any security or financial product. Do not rely on any content on this website when making an investment decision. Consult a qualified, licensed professional before making any financial decision.
Founder-funded
HAVEN is funded by its founder. It does not manage money for anyone else, accept outside investment, solicit investors or pool funds. HAVEN’s research may be applied to an account owned by the founder as a learning exercise. That account is the founder’s own property and is not offered to or managed for anyone else. HAVEN does not publish its holdings or investment performance.
Student research
Research reports are written by students as part of an educational program. They reflect the authors’ own views at the time of writing, may contain errors or omissions, and may become out of date. They are not updated after publication unless stated. Information is drawn from sources believed to be reliable, but HAVEN makes no representation or warranty about its accuracy, completeness or timeliness. Reports are reviewed for quality before publication, but review does not make any report investment advice.
Possible conflicts of interest
Student authors, HAVEN team members, or the founder-owned account may hold positions in securities discussed on this website, and may trade them at any time without notice.
No liability
To the fullest extent permitted by law, HAVEN Equities, its founder, team members and student authors accept no liability for any loss or damage arising from the use of, or reliance on, any content on this website.
Third-party links
Links to other websites are provided for convenience. HAVEN is not responsible for the content, accuracy or practices of third-party sites.
Program terms
Participation in HAVEN’s programs is free. Publication in the research library, certificates of completion and letters of recommendation are never guaranteed. They depend on the quality of a participant’s work and on meeting program requirements.
Contact
Questions about this disclaimer can be sent to havenequities2026@gmail.com.