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Testimonials were given by clients of both Floventra Advisers and Floventra Brokerage. There is no guarantee that clients will have similar experiences or success.

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Floventra Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy or completeness of that information. Nothing herein should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Floventra Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

We partner with regulated banking and payment providers in the UK to bring you cash and card features. Banking services are provided by our third-party partners subject to identity verification and applicable local regulations.

Cash account services are offered via regulated brokers and banking partners and are separate from investing accounts. Investment management and advisory services are provided by Floventra Advisers or affiliated entities. Products and services vary by jurisdiction.

The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on the client’s entire tax and investment profile, including purchases and dispositions in accounts outside of Floventra and type of investments (e.g., taxable or nontaxable) or holding period (e.g., short-term or long-term). Tax loss harvesting may generate a higher number of trades due to attempts to capture losses. There is a chance that trading attributed to tax loss harvesting may create capital gains and wash sales and could be subject to higher transaction costs and market impacts. In addition, tax loss harvesting strategies may produce losses, which may not be offset by sufficient gains in the account and may be limited by applicable tax rules. Utilisation of harvested losses depends on recognition of capital gains in the same or a future tax period and may be subject to limitations under applicable tax laws. Losses harvested through the strategy that are not utilised in the tax period when recognised may generally be carried forward to offset future capital gains, if any.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Floventra, Floventra Advisers and Floventra Brokerage are wholly owned subsidiaries of Floventra Corporation.