GEF One connects eligible clients with appropriately authorised Investment and Wealth Partners for investment fund and global investment access, where available. GEF provides the technology and access platform; the applicable Investment or Wealth Partner delivers the underlying regulated service, subject to its own eligibility, suitability and regulatory requirements.
Technology and financial-services access platform
Provided by the applicable regulated provider
Confirmed before application
Subject to provider availability and regulatory approval
Disclosed for the applicable provider before application
GEF for platform services + applicable provider for the underlying financial service
Determined by the applicable product/provider
GEF for GEF services; applicable provider for regulated financial services
Subject to customer eligibility, provider approval and jurisdiction
Where investment fund and global investment products are available, GEF One connects eligible clients with an appropriately authorised Investment or Wealth Partner. GEF does not manufacture, manage or distribute investment products itself — the connected Investment or Wealth Partner is responsible for the product, its execution, custody and investor disclosures.
Depending on the connected Investment or Wealth Partner, jurisdiction and eligibility, investment access can include managed investments, securities, funds, alternative investments, private-market opportunities, structured products, fixed-income products, real assets and digital assets. Not every product is available to every client, and availability is confirmed by the applicable provider before access is granted.
Investment fund access is intended for clients who meet the applicable Investment or Wealth Partner's eligibility requirements, which can include investor classification, minimum investment thresholds, residency, tax residency and jurisdiction. Submitting interest doesn't guarantee access — the Investment or Wealth Partner makes the final eligibility and suitability decision.
Before any investment product is presented, the applicable Investment or Wealth Partner assesses suitability based on factors such as investment objectives, time horizon, financial situation, investment experience and risk tolerance. Meeting an indicative eligibility requirement doesn't guarantee approval or access to a particular fund or product.
GEF One provides the technology platform, application functionality, customer introductions and product information — GEF does not provide personalised investment advice, portfolio management or investment recommendations unless expressly stated for a specific service and jurisdiction and GEF holds the required regulatory authorisation. The Investment or Wealth Partner is responsible for the regulated investment service itself: product structuring, execution, custody, investor disclosures, suitability assessment and its own complaints process.
Investment fund and investment-access services can involve platform, transaction, management, performance, brokerage and fund fees, and other product-specific charges, which vary by provider and product — review the relevant provider's documentation before committing to a service. Where GEF separately charges a platform or referral-related fee, that fee is disclosed clearly and separately.
Investment fund assets are held by the applicable Investment or Wealth Partner or its appointed custodian, identified in the relevant product documentation before you commit funds — GEF does not automatically hold or control investment assets merely because you access them through GEF One.
Investment products carry risk, including market, capital-loss, interest-rate, currency, liquidity, credit and counterparty risk, and the possible loss of some or all invested capital. GEF does not guarantee investment returns, capital preservation, income, distributions or any particular financial outcome, and past performance is not indicative of future results — review the applicable product documentation and risk disclosures before investing.
Investment fund and investment-access availability depends on your residence, citizenship, tax residency, the investment jurisdiction, the provider's licence, local financial-services laws, investor classification and the provider's own risk policies. We only show an investment product as available once the applicable Investment or Wealth Partner and regulatory position have been confirmed — see Jurisdictions for current confirmed availability.
We only publish a specific Investment or Wealth Partner, its regulator, licence and jurisdiction once that relationship has been established and verified — see Licensed Partners and Licences & Regulatory Status for confirmed detail.