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Legal Disclaimer

Inversiones SURA Corp. (the “Company”) is a registered investment adviser located in Miami, FL. The Company and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers. The Company’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Company’s website on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of the Company, please contact the SEC (or check online at www.adviserinfo.sec.gov.). A copy of the Company’s current written disclosure statement discussing the Company’s business operations, services, and fees is available from the Company upon written request.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Company) made reference to directly or indirectly by the Company in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results of those indices.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company’s website, to release and hold harmless Inversiones Sura Corp., its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

No investment decisions shall be made solely on the basis of the information provided on the Website.

You understand and agree that this site should not be deemed as an offer to buy or sell any securities. Information on our website should not be acted upon without obtaining specific advice from a licensed professional regarding the readers own situation or concerns.

Inversiones SURA Corp. (the “RIA”) is a Florida-domiciled entity registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser under the Investment Advisers Act of 1940. The firm provides professional portfolio management and investment advisory services and operates in accordance with the fiduciary standards and regulatory requirements established by the Act. Registration with the SEC does not imply a certain level of skill or endorsement.

The RIA maintains the following insurance policies to mitigate operational risks:

  • Bankers Blanket Bond: Covers direct losses of cash, securities, or other assets resulting from employee dishonesty, theft, document forgery, robbery, fraudulent wire transfers, and certain cybercrimes. Aggregate limit: USD 30,000,000.
  • Investment Management Insurance: Covers losses arising from advisory errors, negligence, breach of fiduciary duty, compliance-control failures, and other acts or omissions that may cause harm to clients or shareholders. Aggregate limit: USD 30,000,000.

The RIA’s services are marketed in Colombia through representative offices exception established by Protección S.A. and Fiduciaria SURA S.A., each duly authorized by the Superintendencia Financiera de Colombia under Decree 2555 of 2010. Protección S.A. and Fiduciaria SURA S.A. bear no liability for the investment-advisory services contracted between clients and the RIA.

Clients should be aware that: (i) the RIA is neither domiciled in nor supervised by the Superintendencia Financiera de Colombia; (ii) the services offered are not covered by the deposit insurance provided by the Financial Institutions Wuarantee Fund (Fogafín) or by any other Colombian government warranty; and (iii) the jurisdiction and governing law applicable to the products and services offered by the RIA are those of the State of Florida, United States.

All advisory services are provided directly by the RIA, which remains solely responsible for their proper delivery.