Dimensional Models

Dimensional Wealth Models

The Dimensional Wealth Models are provided for informational, illustrative and educational purposes only. The Dimensional Wealth Models are intended only for use by a third party financial adviser, wealth manager, private bank, or other duly regulated financial intermediary (each a “Professional Adviser”). The Dimensional Wealth Models are intended for use only by such Professional Adviser as a resource in the development of advice or other investment services from such Professional Adviser to its own clients. The Dimensional Wealth Models shall not be the sole or primary basis for such Professional Adviser’s recommendation and/or decision. Professional Advisers are responsible for making their own independent judgment as to how to use the Dimensional Wealth Models and/or whether to recommend or otherwise implement any trades or strategies for their clients.

By providing the Dimensional Wealth Models, Dimensional Ireland and Dimensional UK, as applicable (each an “Issuing Entity”, as the context requires), do not provide any investment service to recipients of the Dimensional Wealth Models, and the Issuing Entity does not agree to provide recipients with the protections afforded to the clients of the Issuing Entity ’s investment services. The Dimensional Wealth Models are not, and must not be treated as, investment advice, a personal recommendation, investment research, or an investment recommendation by the Issuing Entity.

Investment opportunities discussed or referenced in the Dimensional Wealth Models may not be suitable for all investors, and potential investors must make an independent assessment of the appropriateness of any transaction in light of their own objectives and circumstances, including the possible risk and benefits of entering into such a transaction. Recipients of the Dimensional Wealth Models must not take (or refrain from taking) any investment decision based on the information set out in the Dimensional Wealth Models.

Before making any investment decision, potential investors should seek independent investment, legal, tax, accounting or other professional advice as appropriate, none of which is offered to recipients of the Dimensional Wealth Models by the Issuing Entity. Any recipient who is in any doubt about the investments to which the Dimensional Wealth Models relate should seek advice from a Professional Adviser who specialises in advising on this kind of investment. The Issuing Entity is not responsible for determining the appropriateness or suitability of the Dimensional Wealth Models or any of the investments underlying the Dimensional Wealth Models for any client of a Professional Adviser.

Although the information in the Dimensional Wealth Models is believed to be materially correct, no representation or warranty is given as to the accuracy of any of the information provided. Certain information included in the Dimensional Wealth Models is based on information obtained from sources considered to be reliable. However, any projections or analysis provided to assist the recipient of the Dimensional Wealth Models in evaluating the matters described in the Dimensional Wealth Models may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results. Accordingly, any projections or analysis should not be viewed as factual and should not be relied upon as an accurate prediction of future results. The Issuing Entity makes no representation or warranty, express or implied (except as required by law or regulation) regarding the accuracy, completeness or adequacy of the information.

The Issuing Entity has a potential conflict of interest when it establishes the target asset classes, asset allocation objectives or ongoing allocations for the Dimensional Wealth Models, because it will allocate only to asset classes where Dimensional funds are available. The Issuing Entity acts as investment manager, sub-investment manager or investment adviser to the Dimensional funds comprising the Dimensional Wealth Models and is entitled to receive a fee from (or in respect of) each Dimensional fund, as reflected in the prospectus for the Dimensional funds.

The Issuing Entity does not accept any responsibility or liability whatsoever caused by any action taken in reliance upon the Dimensional Wealth Models. Furthermore, to the extent permitted by law, neither the Issuing Entity nor its employees, directors, officers, shareholders or service providers assumes any liability or responsibility nor owes any duty of care for any consequences of any person acting or refraining to act in reliance on the information contained in the Dimensional Wealth Models or for any decision based on it.