Confidentiality

Confidential information includes all non-public information made available through the platform or by the lead family, ANA Wealth, advisers, issuers, targets, sellers, managers, or other transaction participants.

This includes target identity, transaction terms, valuation materials, financial models, diligence reports, legal and tax materials, subscription documents, data-room files, Q&A, correspondence, and the existence or status of negotiations.

Recipients may use confidential information only to evaluate the relevant syndicate opportunity. They must not disclose, publish, copy, transfer, or otherwise make it available to third parties except as expressly permitted.

Recipients must not approach transaction parties except through channels authorised by the lead family or ANA Wealth.

Recipients may disclose confidential information to directors, officers, employees, family office principals, legal counsel, tax advisers, auditors, investment advisers, financing providers, or other professional advisers who need to know for the permitted evaluation purpose and are bound by suitable confidentiality duties.

Upon request, or when a recipient no longer wishes to evaluate an opportunity, confidential information must be returned or destroyed except for copies retained under law, regulation, compliance policies, or automatic archival systems.

Platform confidentiality obligations apply for three years from acceptance unless a longer period is agreed in definitive transaction documentation.

Final per-deal confidentiality undertakings, NDAs, subscription documents, and transaction documents may add to or replace these platform confidentiality terms.