Terms & Conditions

By Using Our Site You Accept These Terms and Conditions

Please read these Terms and Conditions carefully and ensure that you understand them before using Our Site.

These Terms and Conditions, together with any other documents referred to herein, set out the terms of use governing your use of this website, www.oxford-dp.com ("Our Site") and/or your use of Content downloaded via S3 or API. It is recommended that you print a copy of these Terms and Conditions for your future reference.

These Terms and Conditions were last updated on 13th of March 2026. The following changes were made: Addition of Schedule A (FactSet® Data Terms); consequential changes by adding 4.4, 10.3-10.5; 10.8-10.11.

The following documents also apply to your use of Our Site:

* Our Privacy & Cookies Policy, available at oxford-dp.com/privacy-and-policy. This is also referred to below in Parts 14 and 15.

* Any Service Agreement between us and you or your Firm.

* Third-Party Data (FactSet®): Certain data and information made available on Our Site is provided by third-party data licensors, including FactSet UK Limited ("FactSet"). Your access to and use of such data is subject to additional terms and conditions imposed by those licensors. In particular, use of FactSet-provided data is governed by the FactSet® Data Terms set out in Schedule A to these Terms and Conditions, which form part of and are incorporated into these Terms and Conditions by reference.

1. Definitions and Interpretation

1.1 In these Terms and Conditions, unless the context otherwise requires, the following expressions have the following meanings:

"Content": means any and all text, images, audio, video, scripts, code, software, databases, and any other form of information capable of being stored on a computer that appears on, or forms part of, Our Site and/or which is downloaded via S3 or API; and

"We/Us/Our": means OXFORD DATAPLAN LIMITED.

2. Information About Us

2.1 Our Site is operated by OXFORD DATAPLAN LIMITED. We are a limited company registered in England and Wales under company number 14414628. Our registered address is 128 City Road, London, EC1V 2NX.

2.2 Our VAT number is 443 5646 85.

3. How to Contact Us

To contact Us, please email Us at info@oxford-dp.com.

4. Access to Our Site

4.1 Access to the landing page of Our Site is free of charge. A Subscription Service Agreement with you or your Firm is necessary to access the Dashboard and gain full access to Our Site.

4.2 It is your responsibility to make the arrangements necessary in order to access Our Site and/or gain full access to Our Site.

4.3 Access to Our Site is provided on an "as is" and on an "as available" basis. We may suspend or discontinue Our Site (or any part of it) at any time. We do not guarantee that Our Site will always be available or that access to it will be uninterrupted. If We suspend or discontinue Our Site (or any part of it), We will try to give you reasonable notice of the suspension or discontinuation.

4.4 Our products and services may provide different data sets, analyses, or research outputs depending on the applicable subscription, licence, or service agreement. Accordingly, different users may receive different information, data, research, or analysis depending on their applicable subscription, licence, or service agreement. However, where users subscribe to the same product, data set, or service offering, the relevant Content will be made available to all such users simultaneously. Differences in the timing of publication may occur only between different products or services, and not between users of the same product or service.

5. Changes to Our Site

We may alter and update Our Site (or any part of it) at any time. Typically the data products / KPI trackers are updated daily; new data products / KPI trackers are added regularly. If We make any significant alterations to Our Site (or any part of it), We will try to give you reasonable notice of the alterations.

6. Changes to these Terms and Conditions

6.1 We may alter these Terms and Conditions at any time. If We do so, details of the changes will be highlighted at the top of this page. As explained above, your use of Our Site constitutes your acceptance of these Terms and Conditions. Consequently, any changes made to these Terms and Conditions will apply to your use of Our Site the first time you use it after the changes have been implemented. You are therefore advised to check this page every time you use Our Site.

6.2 If any part of the current version of these Terms and Conditions conflicts with any previous version(s), the current version shall prevail unless We explicitly state otherwise.

7. How You May Use Our Site and Content (Intellectual Property Rights)

7.1 All Content included on Our Site and/or downloaded via S3 or API, and the copyright and other intellectual property rights in that Content belongs to or has been licensed by Us, unless specifically labelled otherwise. All Content is protected by applicable United Kingdom and international intellectual property laws and treaties.

7.2 You may access, view, and use Our Site in a web browser (including any web browsing capability built into other types of software or app) and you may download Our Site (or any part of it) for caching (this usually occurs automatically).

7.3 You may print one copy and download extracts of any page(s) from Our Site for personal use only.

7.4 You may not modify the printed copies or downloaded extracts in any way. Images, video, audio, or any other Content downloaded from Our Site must not be used separately from accompanying text.

7.5 Our status as the owner and author of the Content on Our Site (or that of identified licensors, as applicable) must always be acknowledged.

7.6 You may not use any Content saved or downloaded from Our Site for commercial purposes without first obtaining a licence from Us (or our licensors, as applicable). This does not prevent the normal access, viewing, and use of Our Site for general information purposes by business users or consumers.

8. Links to Our Site

8.1 You may only link to the homepage of Our Site, www.oxford-dp.com. Linking to other pages on Our Site requires our express written permission.

8.2 Links to Our Site must be fair and lawful. You must not take unfair advantage of Our reputation or attempt to damage Our reputation.

8.3 You must not link to Our Site in a manner that suggests any association with Us (where there is none) or any endorsement or approval from Us (where there is none).

8.4 Your link should not use any logos or trade marks displayed on Our Site without Our express written permission.

8.5 You must not frame or embed Our Site on another website without Our express written permission.

8.6 You may not link to Our Site from another website the main content of which is unlawful; obscene; offensive; inappropriate; dishonest; defamatory; threatening; racist, sexist, or otherwise discriminatory; that promotes violence, racial hatred, or terrorism; that infringes intellectual property rights; or that We deem to be otherwise objectionable.

9. Links to Other Sites

9.1 Links to other websites may be included on Our Site. Unless expressly stated, these sites are not under Our control. We accept no responsibility or liability for the content of third-party websites.

9.2 The inclusion of a link to another website on Our Site is for information purposes only and does not imply any endorsement of that website or of its owners, operators, or any other parties involved with it.

10. Disclaimers

10.1 Nothing on Our Site constitutes professional advice on which you should rely. It is provided for general information purposes only. Under no circumstances should the Content be construed as an offer or solicitation of an offer to buy or sell any securities of any company, nor should the Content be relied upon for legal, tax, or investment advice. Professional or specialist advice should always be obtained before taking any action relating to the movement of market prices of the securities of the companies referred to on Our Site. Any analysis, research, and metrics provided on Our Site express the opinions, estimates, and projections (including forward-looking statements) as derived from Our analytic expertise, assumptions, market knowledge, and Our use of the information and data which We collect or obtain. Such opinions may prove incomplete or substantially inaccurate and are inherently subject to significant risks and uncertainties beyond Our control.

10.2 We make reasonable efforts to ensure that the Content on Our Site is complete, accurate, and up to date, but We make no warranties, representations, or guarantees (express or implied) that this will always be the case.

10.3 Content available on Our Site and/or downloaded via S3 or API is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, We make no representations, warranties, or guarantees (express or implied) regarding the accuracy, completeness, timeliness, reliability, or suitability of any Content.

10.4 The analyses, research, and metrics provided on Our Site may change at any time as new data or information becomes available and is analysed. Due to a variety of factors, including the delayed receipt of data from third-party sources, historical and current values may be subject to adjustments intended to improve the accuracy of analytical models when considered over longer time periods.

10.5 Historical and current data made available on Our Site may include estimates, modelled outputs, or other analytical interpretations which may deviate from actual values or observations and may involve subjective assumptions.

10.6 If you are a business user, We exclude all implied representations, warranties, conditions, and other terms that may apply to Our Site and Content.

10.7 Our use of Third-Party Logos on our website is nominative fair use, and intended simply to refer to the actual trademark owner. The use of Third-Party Logos on our website does not imply any endorsement, approval, or recommendation of our products, services, or content by the respective owners of those logos. We have no control over the views, opinions, or actions of the respective third-party companies or organizations.

10.8 Except where expressly agreed in a separate written agreement, We have no obligation to update, revise, or supplement any analyses, research, or other Content once it has been made available on Our Site.

10.9 Unless expressly stated otherwise, Content available on Our Site has not been authorised, approved, or endorsed by the companies or entities to which such Content may refer, nor by any of their respective shareholders, affiliates, or representatives.

10.10 Content made available on Our Site may include information, opinions, or analyses obtained from third-party sources. Such information reflects the views of those third parties and does not necessarily represent Our views. The inclusion of such Content should not be interpreted as a recommendation to purchase, hold, or sell any securities or financial instruments.

10.11 Certain Content available on Our Site may be generated using proprietary analytical models, methodologies, or statistical techniques. The outputs of such models are inherently subject to limitations and uncertainties and should not be interpreted as predictions or guarantees of future outcomes.

11. Our Liability

11.1 Nothing in these Terms and Conditions excludes or restricts Our liability for fraud or fraudulent misrepresentation, for death or personal injury resulting from negligence, or for any other forms of liability which cannot be lawfully excluded or restricted.

11.2 If you are a business user (i.e. you are using Our Site in the course of business or for commercial purposes), to the fullest extent permissible by law, We accept no liability for any loss or damage, whether foreseeable or otherwise, in contract, tort (including negligence), for breach of statutory duty, or otherwise, arising out of or in connection with the use of (or inability to use) Our Site or the use of or reliance upon any Content included on Our Site.

11.3 If you are a business user, We accept no liability for loss of profit, sales, business, or revenue; loss of business opportunity, goodwill, or reputation; loss of anticipated savings; business interruption; or for any indirect or consequential loss or damage.

11.4 If you are a consumer, you agree that you will not use Our Site for any commercial or business purposes and that We shall have no liability to you for any business losses as set out above.

12. Viruses, Malware, and Security

12.1 We exercise reasonable skill and care to ensure that Our Site is secure and free from viruses and malware; however, We do not guarantee that this is the case.

12.2 You are responsible for protecting your hardware, software, data, and other material from viruses, malware, and other internet security risks.

12.3 You must not deliberately introduce viruses or other malware, or any other material which is malicious or technologically harmful either to or via Our Site.

12.4 You must not attempt to gain unauthorised access to any part of Our Site, the server on which Our Site is stored, or any other server, computer, or database connected to Our Site.

12.5 You must not attack Our Site by means of a denial of service attack, a distributed denial of service attack, or by any other means.

12.6 By breaching the provisions of Parts 12.3 to 12.5, you may be committing a criminal offence under the Computer Misuse Act 1990. Any and all such breaches will be reported to the relevant law enforcement authorities and We will cooperate fully with those authorities by disclosing your identity to them. Your right to use Our Site will cease immediately in the event of such a breach.

13. Acceptable Usage of Our Site

13.1 You may only use Our Site in a lawful manner:

a) You must ensure that you comply fully with any and all local, national, or international laws and regulations that apply;

b) You must not use Our site in any way, or for any purpose, that is unlawful or fraudulent; and

c) You must not use Our Site to knowingly send, upload, or in any other way transmit data that contains any form of virus or other malware or any other code designed to adversely affect computer hardware, software, or data of any kind.

13.2 If you fail to comply with the provisions of this Part 13, you will be in breach of these Terms and Conditions. We may take one or more of the following actions in response:

a) Suspend or terminate your right to use Our Site;

b) Issue you with a written warning;

c) Take legal proceedings against you for reimbursement of any and all relevant costs on an indemnity basis resulting from your breach;

d) Take further legal action against you, as appropriate;

e) Disclose such information to law enforcement authorities as required or as We deem reasonably necessary; and/or

f) Any other actions which We deem reasonably appropriate (and lawful).

13.3 We hereby exclude any and all liability arising out of any actions that We may take (including, but not limited to those set out above in Part 13.2) in response to your breach.

14. How We Use Your Personal Information

We will only use your personal information as set out in Our Privacy & Cookies Policy, available from oxford-dp.com/privacy-and-policy.

15. Communications from Us

15.1 If We have your contact details, We may send you important notices by email from time to time. Such notices may relate to matters including, but not limited to, changes to Our Site or to these Terms and Conditions.

15.2 We will not send you marketing emails without your express consent. If you do consent to marketing, you may opt out at any time. All marketing emails from Us include an unsubscribe link. If you opt out of emails from Us, it may take up to 30 days for your request to take effect and you may continue to receive emails during that time.

15.3 For questions or complaints about communications from Us, please contact Us using the details above in Part 3.

16. Law and Jurisdiction

16.1 These Terms and Conditions, and the relationship between you and Us (whether contractual or otherwise) shall be governed by, and construed in accordance with, English law.

16.2 If you are a consumer, you will benefit from any mandatory provisions of the law in your country of residence. Nothing in Part 16.1 takes away from or reduces your legal rights as a consumer.

16.3 If you are a consumer, any dispute, controversy, proceedings, or claim between you and Us relating to these Terms and Conditions or to the relationship between you and Us (whether contractual or otherwise) shall be subject to the jurisdiction of the courts of England, Wales, Scotland, or Northern Ireland, as determined by your residency.

16.4 If you are a business user, any dispute, controversy, proceedings, or claim between you and Us relating to these Terms and Conditions or to the relationship between you and Us (whether contractual or otherwise) shall be subject to the exclusive jurisdiction of the courts of England and Wales.

Schedule A - FactSet® Terms of Use

The following terms apply solely to data and information provided by FactSet UK Limited ("FactSet") and its affiliates and made available on Our Site ("FactSet Data"). By accessing or using any FactSet Data, you agree to be bound by the following FactSet® Terms of Use, which are incorporated into and form part of these Terms and Conditions.

FactSet UK Limited ("FactSet") on behalf of itself and its affiliates agrees to provide and User agrees to use the FactSet Data described below according to the terms and conditions below.

1. License of Databases, Consulting and Software

a. Subject to the terms and conditions of this Agreement, FactSet grants to User the limited, nonexclusive, nontransferable rights to use its financial data ("FactSet Data") via this website.

b. All proprietary rights, including intellectual property rights, in the FactSet Data will remain property of FactSet.

2. Restrictions of Use; Proprietary Rights

a. FactSet provides the FactSet Data solely and exclusively for User’s internal use and for business purposes only in User’s business. User will not use or permit any individual or entity under its control to use the FactSet Data for any unlawful or unauthorized purpose.

b. Except as otherwise expressly provided in this Agreement, User agrees that it will not copy, transfer, distribute, reproduce, reverse engineer, decrypt, decompile, disassemble, create derivative works from or make any part of the FactSet Data available to others. User may use Insubstantial Amounts of the FactSet Data in the normal conduct of its business for use in reports, memoranda and presentations to User’s employees, customers, agents and consultants, but FactSet and its respective affiliates reserve all ownership rights and rights to redistribute the FactSet Data. "Insubstantial Amounts of the FactSet Data" means an amount of the FactSet Data that (i) has no independent commercial value as a database, (ii) could not be used by User as a substitute for the FactSet Data or any part of it, (iii) is not separately marketed by User, an affiliate of User or a third-party source, and (iv) is not regularly or systematically retrieved in a manner that does not satisfy clauses (i), (ii) and (iii) of this definition. FactSet will have the right to require User to cease its use of the FactSet Data immediately if, in the sole reasonable judgment of FactSet, FactSet believes that User’s use involves more than an Insubstantial Amount of the FactSet Data.

c. FactSet represents and User acknowledges that the FactSet Data and its component parts were developed, compiled, prepared, revised, selected and arranged by FactSet or its affiliates through the application of methods and standards of judgment developed and applied through the expenditure of substantial time, effort, money and originality and that they constitute valuable intellectual property and trade secrets of FactSet. At FactSet’s expense and reasonable request, User agrees to cooperate with FactSet to protect the proprietary rights in the FactSet Data during the term of this Agreement. User covenants to (i) retain all copyright, trademark, service mark and other proprietary notices contained in the FactSet Data on any copy made by User; and (ii) not modify the FactSet Data in a way that would constitute an infringement of any third party intellectual property rights. User agrees to notify FactSet promptly in writing of any unauthorized access or use of which User becomes aware of or any claim that the FactSet Data or any component parts infringes on any copyright, trademark or other contractual or statutory or common law right. Neither party will use any trademarks, website marks, names, logos, or other identifiers of the other party without the prior written permission of the relevant party. In addition, neither party may use the other party’s trademarks: (i) in, as or as part of that party’s own trademarks or those of any third parties, (ii) in a manner likely to cause confusion, or (iii) in a manner that implies inaccurately that a party sponsors, endorses or is otherwise connected with the other party’s own activities, products or services. User will not, under any circumstances, remove any trademarks, copyrights or other related visual marks and logos from the information provided or from any reproduction or redistribution of such information.

3. Term

a. FactSet may, in its sole discretion, terminate User’s use of the FactSet Data for any reason including: (i) breach by User of this Agreement, or (ii) conduct by User that is harmful to FactSet’s business.

b. User may not use, or assist any third party in using, any portion of the FactSet Data in any way to compete with the FactSet Data. If FactSet believes, in good faith, that the User is competing with FactSet, then FactSet may terminate this Agreement, consider the activity a material breach of this Agreement and pursue any and all remedies for the breach.

4. Indemnification

User will indemnify and hold harmless FactSet against all claims or demands by and liabilities to third parties, including without limitation reasonable attorney’s fees, arising from or in connection with User’s breach of any of its representations, warranties or covenants in this Agreement and User’s use of the FactSet Data not in accordance with this Agreement.

5. Warranties and Disclaimers

a. EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE FACTSET DATA IS PROVIDED "AS IS" AND ALL REPRESENTATIONS, WARRANTIES, TERMS AND CONDITIONS, ORAL OR WRITTEN, EXPRESS OR IMPLIED (BY COMMON LAW, STATUTE OR OTHERWISE), IN RELATION TO THE FACTSET DATA ARE HEREBY EXCLUDED AND DISCLAIMED TO THE FULLEST EXTENT PERMITTED BY LAW. IN PARTICULAR, FACTSET DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND MAKE NO WARRANTY OF ACCURACY, COMPLETENESS, TIMELINESS, FUNCTIONALITY, RELIABILITY OR SPEED OF DELIVERY OF THE FACTSET DATA. USER AGREES THAT THE FACTSET DATA IS NOT INVESTMENT ADVICE AND ANY OPINIONS OR ASSERTION CONTAINED IN THE FACTSET DATA DO NOT REPRESENT THE OPINIONS OR BELIEFS OF FACTSET OR ITS AFFILIATES OR ANY OF THEIR RESPECTIVE EMPLOYEES. FactSet does not warrant that the FactSet Data will be uninterrupted, error free, or completely secure. FactSet expressly disclaims any liability for any loss or injury caused in whole or in part by negligence or any other error made by human or machine concerning the production, compilation or distribution of the FactSet Data. User expressly assumes the entire risk for the results and performance of the FactSet Data.

b. None of FactSet or its respective affiliates will have any liability for any lost profits or direct, indirect, special, consequential, punitive or exemplary damages, even if advised in advance of the possibility of these types of damages.

6. Entire Agreement

This Agreement constitutes the entire Agreement between the parties and supersedes all previous or contemporaneous agreements, whether written or oral, between the parties with respect to any subject matter covered by this Agreement. User may translate this Agreement into other languages for the convenience of User, but the controlling language will be English.

7. Governing Law

This Agreement will be governed by, construed and enforced pursuant to the laws of the State of New York and will be subject to the exclusive jurisdiction of that state without regard to conflicts of laws principles. Any controversy or claim arising out of or relating to this Agreement will be settled by the state or federal courts located in New York, New York. THE PARTIES HEREBY WAIVE THEIR RESPECTIVE RIGHT TO A TRIAL BY JURY. User may not bring a cause of action under or related to this Agreement more than one year after User knew or should have known of the cause of action, and in no case more than one year after the termination of this Agreement.

8. Confidential Information

"Confidential Information" means any non-public information obtained under or in connection with the User’s receipt of FactSet Data, including the FactSet Data. Except to the extent required by law or legal process or as otherwise provided herein, User will not disclose any Confidential Information to any third party.

By signing below or clicking below and submitting this form, the individual signing or submitting this form ("you") represent and warrant that you are authorized to enter into this Agreement on behalf of the company listed below.