LEGAL

Legal information and disclaimers.

The following terms govern your use of Custodios Index. Please review carefully.

Last updated: May 17, 2026

About Custodios Index

Custodios Index is an index methodology research and publication service operated by Custodios Group LLC, a limited liability company organized under the laws of the State of Delaware, United States of America. Custodios Index publishes positional index methodologies, calculated index values, historical analysis, and research documentation. Custodios Index is not a broker-dealer, investment advisor, fund manager, financial product issuer, or licensed financial intermediary in any jurisdiction. The information published on this website is intended for institutional research, academic study, journalistic reference, and educational purposes. It is not intended as, and should not be construed as, financial advice or a recommendation to engage in any transaction.

This is not investment advice

Nothing on this website constitutes investment advice, financial planning advice, tax advice, legal advice, or accounting advice of any kind. The information published by Custodios Index is intended exclusively for research, benchmarking, educational, and institutional reference purposes. Users are solely and entirely responsible for any investment decisions they make. Custodios Index strongly recommends consulting qualified professionals — including registered investment advisors, certified tax professionals, and licensed legal counsel — before making investment decisions of any kind. No content on this site should be interpreted as a recommendation to buy, sell, or hold any security, financial instrument, or investment product. Custodios Index does not know your individual financial circumstances, investment objectives, risk tolerance, or other factors necessary to provide personalized advice, and explicitly disclaims any responsibility for investment decisions made based on information published here.

Important disclaimers regarding performance data

All performance data published on this website — whether described as simulated, hypothetical, back-tested, modeled, or actual — is provided for illustrative purposes only. Past performance, regardless of how it is calculated or presented, does not guarantee, predict, or indicate future results. Financial markets are subject to significant volatility, and historical patterns may not repeat. Index values published on this site are calculated using methodology described in public documentation and rely on publicly available market data sources. These calculated values represent theoretical performance of the index methodology applied to historical or current data. Actual investment outcomes for any party attempting to replicate a Custodios Index index will differ — potentially materially — from published index values due to factors including but not limited to: — Management fees and administrative expenses — Transaction costs (commissions, bid-ask spreads, market impact) — Taxes (capital gains, dividend withholding, transactional) — Tracking error and replication imperfection — Currency conversion costs and exchange rate fluctuations — Liquidity constraints — Timing differences in trade execution — Custody costs — Regulatory restrictions in particular jurisdictions Simulated or hypothetical performance has inherent limitations. Unlike actual investment results, simulated performance does not reflect actual trading and may not account for material economic and market factors that would have impacted real-world investment decisions. Simulated performance is achieved through retroactive application of a model designed with the benefit of hindsight and may be subject to overfitting bias. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN SIMULATED PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR INVESTMENT PROGRAM.

Data sources and accuracy

Custodios Index calculates index values using publicly available market data from third-party providers including but not limited to Yahoo Finance, exchange data feeds, and other commercially available sources. While reasonable efforts are made to ensure data accuracy, completeness, and timeliness, Custodios Index makes no warranty regarding: — Accuracy of underlying market data from third-party sources — Completeness of constituent information — Timeliness of index value updates — Absence of calculation errors — Continuous availability of the website Users should not rely solely on Custodios Index data for time-sensitive decisions, regulatory reporting, or fiduciary applications. Independent verification through licensed financial data providers (Bloomberg, Refinitiv, ICE, or similar) is strongly recommended for any commercial or fiduciary use. Custodios Index reserves the right to correct, restate, or recalculate index values when errors are identified, and will make reasonable efforts to communicate material corrections to known users and licensees.

Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, CUSTODIOS GROUP LLC, ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AGENTS, LICENSORS, AND DATA SUPPLIERS (COLLECTIVELY, THE "CUSTODIOS INDEX PARTIES") DISCLAIM ALL LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO: — Use of, or inability to use, the Custodios Index website — Reliance on any information, methodology, or data published by Custodios Index — Errors, omissions, inaccuracies, or delays in published data — Investment decisions made based on Custodios Index content — Replication or attempted replication of Custodios Index indexes — Performance differences between published index values and actual investment outcomes — Unavailability, interruption, or termination of the Custodios Index website or services — Any third-party content, data, or services referenced by Custodios Index THIS LIMITATION APPLIES REGARDLESS OF THE LEGAL THEORY OF LIABILITY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF THE CUSTODIOS INDEX PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT WILL THE AGGREGATE LIABILITY OF THE CUSTODIOS INDEX PARTIES EXCEED ONE HUNDRED USD ($100) OR THE AMOUNT PAID BY THE USER TO CUSTODIOS INDEX IN THE PRECEDING TWELVE MONTHS, WHICHEVER IS GREATER. Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, the foregoing limitations apply to the maximum extent permitted by law.

No warranty

THE CUSTODIOS INDEX WEBSITE, METHODOLOGY DOCUMENTATION, INDEX VALUES, HISTORICAL DATA, AND ALL OTHER CONTENT ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. CUSTODIOS INDEX DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO: — WARRANTIES OF MERCHANTABILITY — FITNESS FOR A PARTICULAR PURPOSE — NON-INFRINGEMENT — ACCURACY OR COMPLETENESS OF DATA — UNINTERRUPTED OR ERROR-FREE OPERATION — SECURITY OR ABSENCE OF VIRUSES NO INFORMATION OR ADVICE OBTAINED FROM CUSTODIOS INDEX CREATES ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS.

Intellectual property rights

The Custodios Index name, the index names (including but not limited to CI-WORLD1, CI-WORLD3, CI-WORLD10, CI-DECILE1, CI-WORLD100, CI-FUTURELEADERS), all methodology documentation, the research database, website content, design, and structure are the property of Custodios Group LLC and are protected by United States and international intellectual property laws. PERMITTED USE WITHOUT LICENSE: — Personal study and individual investment decisions — Academic research and citation with attribution — Journalistic reference with attribution — Reasonable quotation under fair use principles — Internal use by family offices, individual investors, or institutions for portfolio management of their own assets USE REQUIRING A LICENSE: — ETF or mutual fund replication of Custodios Index indexes — Structured products referencing Custodios Index indexes — Use as contractual benchmark in external client mandates — Commercial publication of Custodios Index branding — Any application generating commercial revenue based on Custodios Index methodology UNAUTHORIZED COMMERCIAL USE may result in legal action including but not limited to claims for trademark infringement, copyright infringement, unfair competition, and injunctive relief. For licensing inquiries, contact contact@custodiosindex.com.

Acceptable use

Users of the Custodios Index website agree NOT to: — Use automated systems (bots, scrapers, crawlers) to harvest data systematically beyond what is permitted by robots.txt — Attempt to reverse engineer proprietary calculation methods — Misrepresent Custodios Index data as their own original work — Use Custodios Index content for unlawful purposes — Attempt to gain unauthorized access to non-public areas of the website — Distribute false or misleading information about Custodios Index — Use Custodios Index branding in a manner that suggests endorsement of unrelated products or services Custodios Index reserves the right to restrict or terminate access for any user who violates these terms.

Jurisdiction and dispute resolution

Custodios Index is operated by Custodios Group LLC, an entity organized under the laws of the State of Delaware, United States of America. GOVERNING LAW: These terms, your use of the Custodios Index website, and any disputes arising therefrom shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles. DISPUTE RESOLUTION: Any dispute arising from or relating to use of Custodios Index or these terms shall be resolved through: 1. First, good-faith negotiation between the parties for at least 30 days 2. If negotiation fails, binding arbitration administered in Wilmington, Delaware under the rules of the American Arbitration Association 3. Either party may seek injunctive relief in courts of competent jurisdiction in Delaware to protect intellectual property or confidential information CLASS ACTION WAIVER: Users waive any right to participate in class actions or collective proceedings. Disputes must be brought individually. INTERNATIONAL USERS: Users accessing Custodios Index from outside the United States are responsible for compliance with applicable local laws and regulations. Custodios Index does not represent that its content is appropriate or available for use in any particular jurisdiction. Users access the website at their own initiative and are responsible for compliance with local laws.

Regulatory disclosures

Custodios Index is NOT: — A registered investment advisor under the Investment Advisers Act of 1940 — A broker-dealer registered with the Securities and Exchange Commission — A registered fund or fund manager — A licensed financial intermediary in any jurisdiction — An ERISA fiduciary — A FINRA member firm Custodios Index is an index methodology research and publication service. Index publication is generally not a regulated activity under U.S. federal securities laws when conducted as an information service rather than as an investment advisory service tailored to individual clients. Custodios Index does not solicit, accept, or manage client assets. Custodios Index does not provide personalized recommendations. Custodios Index does not guarantee any investment outcome. Users in jurisdictions where index publication or related activities are regulated should consult local counsel regarding their use of Custodios Index content.

Modifications to these terms

Custodios Index may modify these legal terms, methodology, pricing, or website content at any time without prior notice. Material changes to legal terms will be communicated via prominent website notice and to newsletter subscribers when reasonably possible. Continued use of the Custodios Index website after modifications constitutes acceptance of the revised terms. Users who do not agree with modifications should discontinue use of the website.

Contact for legal matters

For legal inquiries, intellectual property concerns, or formal notices: contact@custodiosindex.com Custodios Group LLC Delaware, USA