Stock Compliance Tool

Terms of Service

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Stock Compliance Tool - Terms of Service

Last updated: May 2026

The Stock Compliance Tool is an internal evaluation application designed for the Newcastle University Investment Fund. By using this web dashboard, you agree to comply with the following operational rules and stipulations.

1. Internal Fund Evaluation Use

This tool provides a 7-step internal validation check evaluating corporate eligibility based on the UK National Security and Investment (NSI) Act, restricted market sectors, 10% structural revenue filters, and SRI/ESG sustainable asset mandates.

No Financial Advice Disclaimer: This application is structured for administrative documentation and organizational due-diligence verification. All calculated outcomes, passing parameters, and validation models are for internal processing logic and do NOT constitute professional investment advice, legal compliance certifications, or official public financial recommendations.

2. Accuracy and Data Dependability

Ticker queries leverage external server requests directly to the Financial Modeling Prep (FMP) API runtime (financialmodelingprep.com). We render data models as fetched and accept no liability for external latency, stale profiles, unexpected financial ticker misalignments, missing metrics, or downstream disruptions caused by server errors originating from the provider.

3. Officer and User Responsibility

Compliance officers and fund operators are fully responsible for validating the precision of segment financial figures inputted into the system. All qualitative justifications, text citations, manually toggled UN Sustainable Development Goals (SDGs), and custom compliance override selections remain the absolute execution liability of the operating individual.

4. Volatile State State and Local Output

This platform works strictly inside volatile local React components. No tracking parameters, data structures, or report states are saved to persistent cloud networks. Closing or re-instantiating the browser page immediately triggers complete and permanent deletion of current working parameters. It is the user’s responsibility to manually execute browser print formatting options (window.print()) if hard-copy or PDF documentation archives are needed.

5. Operational Availability

The static application experience is provided "as is". The internal infrastructure team preserves the authority to adjust evaluation mechanisms, rewrite input fields, change underlying threshold rules, or revoke access options at any point without advance notification.

6. Acceptance

By executing corporate queries or operating evaluation steps inside the Stock Compliance Tool, you affirm your alignment with these terms.