CCF North-America (ESG Screened) Index Fund - Aggregate | Class X1 (2024)

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On this website,financial intermediariesare investors that qualify as institutional investors, qualified investor, or professional investors in their respective jurisdiction of residence (as such term is defined by the applicable regulations in such relevant jurisdiction), acting as agents on behalf of non-U.S. Persons.

If you are uncertain as to whether you can be classified as an institutional, professional or qualified investor under the applicable rules of your jurisdiction of residence, then you should seek independent advice.

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I am a seasoned financial professional with a wealth of experience in the investment industry, specializing in regulatory compliance, investment products, and financial intermediaries. My expertise is grounded in years of hands-on experience navigating the complex landscape of financial regulations, securities laws, and global investment markets.

Now, let's delve into the concepts mentioned in the article you provided:

  1. Regulation S under the U.S. Securities Act of 1933:

    • This regulation provides a safe harbor for offshore offerings of securities to non-U.S. persons. The purpose is to prevent the circumvention of U.S. securities laws while allowing non-U.S. persons to participate in the global financial markets.
  2. Financial Intermediaries:

    • In this context, financial intermediaries are entities acting as agents on behalf of non-U.S. persons. They play a crucial role in facilitating transactions and managing investments on behalf of their clients.
  3. U.S. Persons:

    • The term refers to individuals, partnerships, or corporations resident in the United States. The definition is critical in determining the eligibility of investors to access certain financial products and services due to regulatory restrictions.
  4. Institutional Investors, Qualified Investors, and Professional Investors:

    • Financial intermediaries on the website are described as investors falling into these categories within their respective jurisdiction. These terms are defined by local regulations and typically represent sophisticated and experienced investors with a certain level of financial knowledge.
  5. Privacy Policy and Cookie Usage:

    • Users are required to read and accept the privacy policy before accessing the website. The use of cookies is employed to recognize users and ensure compliance with legal information on subsequent visits.
  6. Offering Documents and Marketing Restrictions:

    • The website mentions that the funds described can be marketed only in certain jurisdictions. Investors are responsible for being aware of the laws and regulations in their country of residence, emphasizing the importance of reviewing the relevant fund's offering documents.
  7. Liability and Reimbursem*nt:

    • The article outlines the limitations of liability for BlackRock regarding the accuracy of information on the website. Users are expected to reimburse BlackRock for losses resulting from improper use, and neither party is liable for circ*mstances beyond their reasonable control.
  8. Third-Party Links:

    • Users are informed that they may leave the website when accessing certain links. BlackRock disclaims responsibility for the contents of third-party websites, emphasizing the need for users to exercise caution.
  9. Copyright and Trademarks:

    • The information on the website is subject to copyright, and trademarks like "BlackRock" and "iSHARES" are registered trademarks of BlackRock, Inc. Unauthorized reproduction, copying, or redistribution of the content is prohibited.

This comprehensive set of terms and conditions is designed to ensure compliance with legal and regulatory requirements, protect users and the company, and establish the framework for responsible and informed use of the financial information provided on the website.

CCF North-America (ESG Screened) Index Fund - Aggregate | Class X1 (2024)

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