Disclosure

Disclosure Statement

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General Information

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Oceanic Wealth ("the Firm") is a wealth management company headquartered in Anguilla, providing financial advisory and asset management services to clients across the Caribbean region. The information presented on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products.​

 

No Guarantee of Performance

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Past performance is not indicative of future results. All investments involve risks, including the potential loss of principal. No representation is made that any account will achieve profits or losses similar to those discussed. Clients should be aware that there are inherent risks associated with investing, and it is possible to lose money on any investment.​

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Advisory Fees and Expenses

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Client returns will be reduced by advisory fees and other expenses that the Firm may charge. Detailed information regarding these fees is provided in our client agreements and is available upon request. Clients are encouraged to review all fees and expenses associated with their accounts to fully understand their impact on investment returns.​

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Third-Party Links and Information

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Our website may contain links to third-party websites or resources. These links are provided for your convenience and do not imply any endorsement or recommendation by Oceanic Wealth. We do not control, endorse, or assume responsibility for the accuracy or completeness of any content available on these third-party sites.​

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Regulatory Compliance

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Oceanic Wealth is committed to adhering to all applicable laws and regulations within the jurisdictions we operate. We maintain accurate and up-to-date records of beneficial ownership information and take reasonable steps to verify and document such information in compliance with regional regulatory requirements.​

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Confidentiality and Data Protection

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We are committed to protecting the confidentiality and security of our clients' information. Personal data collected is used solely for the purpose of providing our services and is not shared with unauthorized third parties. Our privacy policies comply with applicable data protection laws and regulations.​

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Limitation of Liability

 

While we strive to provide accurate and timely information, Oceanic Wealth makes no warranties or representations regarding the accuracy, completeness, or timeliness of the content on this website. The Firm shall not be held liable for any errors or omissions, or for any actions taken based on the information provided herein.​

Contact Information

 

For further information or inquiries regarding our services or this disclosure statement, please contact us 

• Email: info@oceanicwealth.ai​

• Mailing Address: PO Box PW5195, Katouche, The Valley, Anguilla, AI-2640​

This disclosure statement is designed to provide clarity on our services, responsibilities, and legal obligations. Clients and prospective clients are encouraged to consult with our advisors to address any questions or concerns they may have.