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BLUEBOX FUNDS BLUE GBL TECH I USD ACC – BN2C5K9 – LU1793346666

January 15, 2024

These SICAV funds (sub-funds of the BlueBox Funds) are registered outside the UK in Luxembourg which is an EEA state. To qualify for ISA inclusion, the scheme has either be authorised in its home state as a UCITS scheme and recognised by the FCA under section 236A FSMA 2000 ((link to guidance https://www.gov.uk/guidance/stocks-and-shares-investments-for-isa-managers#recogucits) or alternatively, if the scheme wasn’t authorised as a UCITS scheme in its home state, it could still be recognised by the FCA under section 272 FSMA 2000 as the equivalent of a UK non-UCITS retail scheme (NURS) (link to guidance https://www.gov.uk/guidance/stocks-and-shares-investments-for-isa-managers#nonucitsrets). These funds do not appear to have either of the necessary FCA recognitions (not on the FCA register) and will not therefore qualify for ISA inclusion.