Legal

Disclosures

Effective August 7, 2026 · Updated November 2, 2026

Regulatory Status

Newport Bay Trust operates strictly as a private, closely-held holding company managing corporate assets. Newport Bay Trust is not a retail depository bank, broker-dealer, or public asset management company, and is not registered with or regulated by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulator as a public investment adviser or broker-dealer.

Not a Bank or Trust Company

Newport Bay Trust is not a bank, savings institution, or trust company. It does not accept deposits, does not hold or manage money or property on behalf of the public, and does not offer trust, custody, or fiduciary services to the public. References on this website to “the Trust” refer to Newport Bay Trust as a private holding company and do not describe any regulated banking or trust business.

Confidential & Proprietary Information. Materials made available through this website, or shared directly by Newport Bay Trust or its principals in connection with any enquiry, discussion, or prospective engagement, are confidential and proprietary. They are provided solely to assist the recipient in evaluating a potential professional relationship with the Trust and for no other purpose. Recipients may not copy, reproduce, distribute, disclose, or use such materials — in whole or in part — for any competing, commercial, or unauthorized purpose without the Trust's prior written consent.

Restricted Use

Access to this website, and any correspondence with Newport Bay Trust, does not grant any license, right, or permission to use the Trust's name, materials, financial information, or business strategy for any purpose other than the direct evaluation of a professional relationship with the Trust. Any unauthorized use may be pursued as a violation of applicable trade-secret, confidentiality, or intellectual-property law.

Non-Reliance

No statement on this website, or made by any representative of the Trust, should be relied upon as a representation of historical performance, existing assets under management, or committed capital, unless separately confirmed in writing by an authorized principal of the Trust. Any due-diligence process undertaken by a prospective advisor, partner, or counterparty should rely solely on definitive documentation exchanged directly with the Trust.

No Fiduciary Relationship

Use of this website, or the submission of an enquiry, does not by itself create any advisory, fiduciary, partnership, or employment relationship between the visitor and Newport Bay Trust. Any such relationship arises only through separately executed, definitive written agreements.

Communications & Fiduciary Protocols

All substantive communications, board or advisory discussions, and corporate engagements involving the Trust are subject to the Trust's internal fiduciary protocols and, where applicable, separate non-disclosure agreements executed between the parties.

Contact for Permitted Use

Requests for permission to use, cite, or reproduce any material appearing on this site should be directed in writing to enquiries@newportbaytrust.com. No such use is permitted absent express written authorization from Newport Bay Trust.