UMCI OÜ · Compliance & Governance

Legal, Regulatory & Professional Standards

Professional Standards, Transparency & Governance

At UMCI OÜ, we are committed to conducting our business with the highest standards of professionalism, integrity, transparency and regulatory compliance.

This page outlines our approach to the services we provide, the regulatory framework within which we operate, and the principles that govern our relationships with clients, investors, counterparties and professional advisers.

1

Regulatory Status

UMCI OÜ is an Estonian private limited company (Osaühing) registered under Registry Code 14615395.

Our principal business activity is classified under EMTAK 70201 – Business and Other Management Consultancy Activities, encompassing strategic advisory and operational assistance services provided to businesses and other organisations.

Our advisory services include, amongst others:

  • Strategic Management
  • Corporate Planning
  • Business Transformation
  • Treasury Advisory
  • Project Direction
  • Project Management
  • Business Development
  • Operational Improvement
  • Financial & Commercial Planning
  • Corporate Structuring
  • International Expansion
  • Joint Ventures & Strategic Partnerships
  • Real Estate Advisory
  • Transaction Support
  • Commercial Negotiations
  • Family Office Advisory
  • Risk Management
  • Due Diligence
  • Procurement Advisory
  • Executive Advisory
  • Capital Structuring
  • Banking Relationship Management
  • Investor Introductions
  • Governance & Organisational Development

Unless expressly agreed in writing and where appropriately authorised under applicable law, UMCI OÜ does not provide regulated investment services, discretionary portfolio management, custody services, deposit-taking, payment services, insurance distribution or any other regulated financial activity requiring regulatory authorisation.

Where a client requires regulated investment, legal, tax, accounting or other specialist professional advice, UMCI works alongside appropriately authorised independent professionals.

2

Reverse Inquiry Policy

UMCI operates a strict Reverse Inquiry policy in relation to investment opportunities, private transactions and capital introductions.

Information concerning private investment opportunities, consortiums, private placements or transaction structures is provided only where:

  • the recipient has independently initiated contact with UMCI;
  • information has been specifically requested by the recipient;
  • no unsolicited financial promotion has taken place;
  • the recipient confirms that they are capable of independently evaluating the commercial and investment risks involved.

UMCI does not undertake unsolicited marketing of private investment opportunities in jurisdictions where such activities would require regulatory authorisation.

Where appropriate, recipients may be requested to execute a Reverse Inquiry and Non-Solicitation Declaration prior to receiving confidential investment information.

3

Non-Solicitation Statement

UMCI provides strategic advisory and consultancy services only in response to client enquiries, introductions or existing professional relationships.

Nothing contained on this website shall constitute:

  • an offer to sell securities;
  • an invitation to invest;
  • investment advice;
  • a financial promotion;
  • a public offering; or
  • a solicitation to purchase any financial instrument.

All discussions concerning potential investments are conducted privately and only following appropriate commercial, legal and regulatory assessment.

4

Terms of Business

Unless otherwise agreed in writing, all engagements are governed by UMCI's Master Strategic Advisory & Consultancy Services Agreement together with individual Project Addenda.

Each engagement will normally include:

  • clearly defined scope of services;
  • agreed deliverables;
  • commercial terms;
  • payment schedule;
  • project timetable;
  • confidentiality provisions;
  • intellectual property arrangements;
  • compliance obligations.

Each Project Addendum forms an independent engagement under the overarching Master Agreement.

5

Privacy Policy

UMCI respects the privacy of clients, counterparties and visitors.

Personal information is processed only where necessary:

  • to provide requested services;
  • to comply with legal obligations;
  • to administer commercial relationships;
  • to maintain appropriate records;
  • to improve our services.

Personal information is handled in accordance with applicable UK and EU data protection legislation, including the UK GDPR and EU GDPR where applicable.

We do not sell personal information to third parties.

6

Cookie Policy

Our website uses cookies and similar technologies to:

  • maintain website functionality;
  • analyse visitor traffic;
  • improve user experience;
  • enhance website security.

Visitors may manage cookie preferences through their browser settings.

7

Anti-Money Laundering (AML)

UMCI maintains a zero-tolerance approach towards money laundering, terrorist financing, bribery and financial crime.

Where appropriate, UMCI may undertake reasonable due diligence procedures including:

  • Know Your Client (KYC);
  • identity verification;
  • beneficial ownership verification;
  • source of funds enquiries;
  • sanctions screening;
  • politically exposed person (PEP) screening;
  • transaction risk assessment.

UMCI reserves the right to decline or terminate engagements where appropriate due diligence cannot be satisfactorily completed or where legal, regulatory or reputational concerns arise.

8

Anti-Bribery & Corruption

UMCI is committed to conducting business ethically and in accordance with applicable anti-bribery legislation, including the UK Bribery Act 2010.

Neither UMCI nor its representatives will knowingly offer, request or accept any improper financial or other advantage in connection with our services.

9

Environmental, Social & Governance (ESG)

UMCI believes that long-term commercial success is strengthened by responsible business practices.

Where appropriate, we encourage consideration of:

  • sustainable business practices;
  • sound corporate governance;
  • ethical commercial conduct;
  • responsible investment principles;
  • transparency;
  • diversity and inclusion;
  • long-term stakeholder value.

While ESG considerations may form part of our strategic advice where relevant, recommendations are tailored to each client's objectives, industry and regulatory environment.

10

Professional Advice Disclaimer

Information provided by UMCI is intended solely for strategic, commercial and business purposes.

Clients remain responsible for obtaining independent:

  • legal advice;
  • tax advice;
  • accounting advice;
  • audit advice;
  • valuation advice; and
  • regulated investment advice,

where appropriate to their circumstances.

No reliance should be placed upon any information provided by UMCI as a substitute for professional advice from appropriately authorised advisers.

11

Contact

For further information regarding our regulatory status, governance framework or professional standards, please contact:

UMCI OÜ
Ahtri tn 12
10151 Tallinn
Estonia
Business Office
Coach House
1A Larpent Avenue
London SW15 6UP
United Kingdom
Regulatory Status

The Client acknowledges that UMCI OÜ provides strategic, commercial, operational and treasury advisory services and does not, unless expressly stated in writing and authorised under applicable law, provide regulated investment services, portfolio management, custody services, deposit-taking, payment services, insurance distribution or any other regulated financial activity requiring regulatory authorisation. The Client remains solely responsible for obtaining independent legal, tax, accounting and regulated financial advice where appropriate.