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Terms of Use

A terms of use is an agreement that a user must agree to and abide by in order to use a website or service. Terms of use (TOU) can go by many other names, including terms of service (TOS) and terms and conditions.

Privacy Policy

A terms of use is an agreement that a user must agree to and abide by in order to use a website or service. Terms of use (TOU) can go by many other names, including terms of service (TOS) and terms and conditions.

Disclaimer

A disclaimer is any statement that is used to specify or limit the scope of obligations and rights that are enforceable in a legally recognized relationship.

Disclosures

Full disclosure is when a company or individual is required to reveal the complete truth regarding a matter necessary for another party to know before entering into a sale or contract.

Refer a Friend- Terms and Conditions

Referral agreement contains program related terms and conditions.

Regulatory Filings

Regulatory filings provide important disclosures about an investment adviser's operations and client relationships.