Accessing BlackRock’s Institutional Investment Information: Important Considerations

Accessing BlackRock’s Institutional Investment Information: Important Considerations

This page details important legal restrictions on the distribution of BlackRock’s institutional investment information and specifies the eligible investor groups. Please review this information carefully before proceeding. It is your responsibility to understand and comply with all applicable laws and regulations in your jurisdiction.

By entering this website, you confirm that you have read, understood, and agree to all terms and conditions presented here, including any legal and regulatory requirements. You also consent to the collection, use, and disclosure of your personal information as outlined in the BlackRock Privacy Policy linked below.

By confirming your understanding of this important information, you also acknowledge the following:

  • All access to this website is governed by the disclaimers, risk warnings, and other information provided herein.
  • You qualify as a sophisticated investor (or professional/sophisticated/institutional/qualified investor, as defined in your local jurisdiction) and meet all applicable investor qualifications for your region.

The information on this website, including all documents (collectively referred to as “Content”), is for informational purposes only.

Access Restrictions by Region and Investor Type

Access to specific BlackRock websites is restricted based on investor type and location. Please note the following:

LifePath Paycheck Website (U.S. Only): This website is exclusively for eligible collective investment fund investors in the U.S. who are: (1) Participants in U.S. retirement, pension, profit-sharing, or stock bonus plans qualified under Internal Revenue Code (“IRC”) Section 401(a) and tax-exempt under IRC Section 501(a); or (2) Participants in U.S. Governmental 457(b) plans.

Institutional Websites (U.S. Only): Websites designated as “Institutional” (typically indicated in the top right corner) are restricted to U.S. institutional investors, which include: (A) Individuals described in FINRA Rule 4512(c), regardless of whether they hold an account with a member; (B) Governmental entities or subdivisions thereof; (C) Employee benefit plans, or multiple plans offered to employees of the same employer, meeting the requirements of Section 403(b) or Section 457 of the IRC with at least 100 aggregate participants (excluding individual plan participants); (D) Qualified plans, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple plans offered to employees of the same employer, with at least 100 aggregate participants (excluding individual plan participants); (E) FINRA members or registered persons of such members; and (F) Individuals acting solely on behalf of an institutional investor as defined above.

This website and its content are not directed at investors in any countries or jurisdictions not explicitly listed above. This information is specifically for sophisticated investors (or their local equivalent) and should not be relied upon by other individuals or redistributed to the retail public in the aforementioned jurisdictions. This website and its content have not been submitted to, nor received approval/verification or registration from, any relevant government authorities under local laws. Access is prohibited for individuals located or residing in jurisdictions where, due to their nationality, domicile, residence, or other factors, the availability of this website is prohibited by local law or regulation, or where access would subject BlackRock to registration or licensing requirements. You are responsible for obtaining any required regulatory approvals, licenses, verifications, and/or registrations and for complying with all applicable laws and regulations in your jurisdiction.

If you have any questions regarding the information presented, please consult with a financial or other professional advisor.

Important Disclaimers

No Offer: The Content is for informational purposes only and does not consider individual investment objectives, financial situations, or specific needs. It does not constitute a recommendation, offer, or invitation to trade securities or collective investment schemes. The Content should not be the basis for, or relied upon in connection with, any contract or commitment to any transaction. Furthermore, it does not solicit or promote any financial products or services.

No Warranty: While the Content is published in good faith, BlackRock makes no warranties, express or implied, regarding its adequacy, accuracy, completeness, reasonableness, or suitability for any particular purpose. The Content is not exhaustive and may be subject to change without notice. Information provided by third parties may be inaccurate or incomplete and is provided “as is.” BlackRock reserves the right to modify, add, or delete content and the website’s terms of use without notice. Users should regularly review the website for updates. BlackRock makes no representations regarding any forward-looking statements, which are inherently subject to assumptions, risks, and uncertainties as they pertain to future events and circumstances. This website does not provide business, financial, investment, trading, tax, legal, regulatory, accounting, or other professional advice. Consult with a professional advisor if needed.

No Liability: BlackRock is not liable for any losses or damages arising from the use, inability to use, or reliance on this website’s Content. This includes, but is not limited to, lost profits or any other direct or consequential damages, regardless of whether arising from contract, tort (including negligence), or even if BlackRock has foreseen such possibilities, except where such exclusions or limitations are contrary to applicable law. BlackRock is not responsible for the content, services, products, or items offered through external websites linked from this site.

Intellectual Property and Privacy

Intellectual Property Rights: The website’s Content is protected by copyright, trademark, and other proprietary rights. All Content is owned or controlled by BlackRock or the credited provider. Unless explicitly stated, nothing on this website grants any license or right under any copyright, patent, trademark, or other intellectual property rights of BlackRock or any third party. Personal use only. Resale, copying, publishing, distribution, transfer, modification, display, reproduction, or creation of derivative works from the website’s information or software is prohibited. Framing or similar technologies to redeliver content are also prohibited. Systematic retrieval of content to create or compile a collection, compilation, database, or directory (whether through automated means or manual processes) or creating links to this website is strictly forbidden.

Privacy: Personal information, including name, email address, and other details, is processed according to BlackRock’s Privacy Policy. Review and acceptance of this policy is required before accessing BlackRock websites.

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