Date of Last Revision: May 14, 2019
The Site is intended solely for users who are eighteen (18) years of age or older and who are (a) professional investors of the market with extensive knowledge of investment markets, investment risks, and the limitations of the Site and/or (b) compliance or legal professionals employed by such professional investors. Your use of the Site shall be deemed a representation by You that you meet the aforementioned eligibility requirements. If You do not meet all of these requirements, do not access or use the Site. Membership is void where prohibited.
Registration Data; Account Security
Proprietary Rights in Site Content; Limited License
The Company name, the terms, the company logo, and all related names, logos, product and service names, designs, and slogans are trademarks of the Company. You must not use such marks without prior written permission of the Company. All other names, logos, product and service names, designs, and slogans on the Site are the trademark of their respective owners.
It is the Company’s policy to respond to notices of alleged copyright infringement that comply with the Digital Millennium Copyright Act. The Company prohibits the posting and/or sharing on the Site any information that infringes or violates the copyright rights and/or other intellectual property rights of any person or entity. If you suspect that your copyright or other intellectual property right that you are tasked with enforcing is violated by or infringed on by any Site Content, please contact the Company at email@example.com with the details of the alleged infringement. The Company reserves the right to terminate in appropriate circumstances the accounts of Users who infringe or are believed to be infringing the rights of copyright holders. In addition, the Company accommodates and does not interfere with standard technical measures used by copyright owners to protect their materials.
You represent, warrant and agree that Calls or materials of any kind submitted or shared by You on or through the Services will not violate or infringe upon the rights of any third party, including copyright, trademark, privacy, publicity or other personal or proprietary rights; or contain otherwise unlawful material.
Specifically, You expressly agree that You will not submit information that would violate your employer’s policies, or any agreements to which You are subject (including, without limitation, any confidentiality agreements), insider trading regulations, SEC regulations, and/or other applicable laws, rules and regulations. You agree that you will not knowingly trade on any material non-public information that may have been shared on any Call in violation of insider trading regulations. TEGUS MAY TAKE SOME MEASURES TO SEEK TO PREVENT THE PUBLISHING OF ANY MATERIAL NON-PUBLIC INFORMATION OR DISCLOSURE OF MATERIAL NON-PUBLIC INFORMATION TO YOU AS PART OF OFFERING SERVICES BUT TEGUS DOES NOT GUARANTEE THAT YOU WILL NOT BE EXPOSED TO ANY MATERIAL NON-PUBLIC INFORMATION AND YOU REMAIN SOLELY RESPONSIBLE FOR NOT VIOLATING ANY APPLICABLE LAWS (INCLUDING SECURITIES LAWS AND SEC REGULATIONS BY WAY OF EXAMPLE AND WITHOUT LIMITATION) WHEN USING ANY INFORMATION YOU MAY OBTAIN FROM USING SERVICES. FOR PURPOSES OF THIS AGREEMENT, “MATERIAL NON-PUBLIC INFORMATION” SHALL MEAN INFORMATION THAT IS CONSIDERED MATERIAL NON-PUBLIC INFORMATION UNDER UNITED STATES SECURITIES LAWS SUCH AS BUT NOT NECESSARILY LIMITED TO THE SECURITIES EXCHANGE ACT OF 1934.
In addition, You agree not to use the Site to:
- act in any unlawful manner, including but not limited to touting or hyping an investment, and manipulating securities or other investment prices or markets;
- employ any device, scheme, or artifice to defraud any person in connection with an investment,
- to interact in any manner that could damage, disable, overburden or impair the Site;
- upload, post, transmit, share, store or otherwise make available any content that we deem to be harmful, threatening, unlawful, defamatory, infringing, abusive, inflammatory, harassing, vulgar, obscene, fraudulent, invasive of privacy or publicity rights, hateful, or racially, ethnically or otherwise objectionable;
- impersonate any person or entity, or falsely state or otherwise misrepresent yourself;
- initiate a Call for any purpose other than asking a question related to the Services;
- distribute any unsolicited commercial materials or advertisements unrelated to the Services;
- infringe any third-party’s proprietary rights or rights of publicity or privacy;
- be obscene or distribute any material that would be “adult” in nature, harmful to minors or contain pornography;
- distribute any viruses, Trojan horses, or other computer programming routines that may damage, detrimentally interfere with, surreptitiously intercept or expropriate any system, data, or personal information;
- advocate, encourage or assist any third party in doing any of the foregoing.
Fees and Payment for Purchased Services.
Fees. You will pay all fees specified in each applicable Order Form. Except as otherwise specified herein or in an Order Form, (a) fees are based on Services purchased and not actual usage, (b) payment obligations are non-cancelable and fees paid are non-refundable, and (c) quantities purchased cannot be decreased during the relevant Subscription Term (and no refunds will be granted for incomplete or partial usage of a subscription).
Invoicing and Payment. For all executed Order Forms, You will provide Us with valid and updated credit card information, or with a valid purchase order, or arrange for EFT. If using the Online Order Process, a valid credit card is the only form of payment accepted. When You provide credit card information to Us, You authorize Us to store such information and charge such credit card for all Purchased Services listed in the applicable Order Form or through the Online Order Process, for the initial Subscription Term and any renewal Subscription Term(s). Such charges shall be made in advance, either annually or in accordance with any different billing frequency stated in the applicable Order Form. If the Order Form specifies that payment will be by a method other than a credit card, We will invoice You in advance and otherwise in accordance with the relevant Order Form. Unless otherwise stated in the Order Form, invoiced charges are due within thirty (30) days from the invoice date. You are responsible for providing complete and accurate billing and contact information to Us and notifying Us of any changes to such information.
Overdue Charges. If any invoiced amount is not received by Us by the due date, then without limiting Our rights or remedies, (a) those charges may accrue late interest at the rate of 1.5% of the outstanding balance per month, or the maximum rate permitted by law, whichever is lower, and/or (b) We may condition future subscription renewals and Order Forms on payment terms shorter than those specified in Invoicing and Payment (including, without limitation, up-front payment).
Suspension of Service and Acceleration. If any amount owing by You under this or any other agreement for Our Services is thirty (30) or more days overdue (or seven (7) or more days overdue in the case of amounts You have authorized Us to charge to Your credit card), We may, without limiting Our other rights and remedies, accelerate Your unpaid fee obligations under such agreements so that all such obligations become immediately due and payable, and suspend Our services to You until such amounts are paid in full. We will give You at least seven (7) days’ prior notice (for which email shall suffice) that Your account is overdue, before suspending services to You. Such suspension will take effect if amounts due are not paid within the 7-day time period.
Taxes. Our fees do not include any taxes, levies, duties or similar governmental assessments of any nature, including, for example, value-added, sales, use or withholding taxes, assessable by any jurisdiction whatsoever (collectively, “Taxes”). You are responsible for paying all Taxes associated with Your access to and use of the Services hereunder (but not, for clarity, any Taxes based on Our gross income). If We have the legal obligation to pay or collect Taxes for which You are responsible under this Section, We will invoice You and You will pay that amount unless You provide Us with a valid tax exemption certificate authorized by the appropriate taxing authority. For clarity, We are solely responsible for taxes assessable against Us based on Our income, property and employees.
Subscriptions. Unless otherwise provided in the applicable Order Form, (a) all Services are purchased as subscriptions, (b) subscriptions may be added or upgraded during a Subscription Term (as defined below) and will be prorated for the portion of that Subscription Term remaining at the time the subscriptions are added (but, for the avoidance of doubt, subscriptions may not be cancelled or downgraded, and no refunds will be granted for any incomplete or partial use of a subscription), and (c) any added subscriptions will terminate on the same date as the underlying subscriptions.
Usage Rights and Limits. Services are subject to usage limits, including, for example, the quantities specified in “Usage Rights” in the Order Form(s). Unless otherwise specified, (a) a quantity in an Order Form refers to Active Users, and the Services may not be accessed by more than that number of Active Users, (b) an Active User’s password may not be shared with any other individual, and (c) an Active User may be archived and a new individual (Active User) replacing one who no longer requires ongoing use of the Services may be established. If We determine that You are exceeding the Usage Rights, We will notify You, and You will have thirty (30) days from the date of notice in which to bring Your usage within the limits of such Usage Rights. We may assist You to reduce Your usage so that it conforms to limits of such Usage Rights. If, notwithstanding Our efforts, You are unable or unwilling to abide by the Usage Rights, You will be invoiced for the excess usage over the Usage Rights, at the rate set forth on the Order Form, and You agree to pay the additional fees without any right of set-off or deduction.
Term of Purchased Subscriptions. The term of each subscription shall be as specified in the applicable Order Form (the “Subscription Term”). Except as otherwise specified in an Order Form, subscriptions will automatically renew for additional periods equal to the expiring subscription term or one year (whichever is shorter), unless either party gives the other notice of non-renewal at least thirty (30) days before the end of the then-current subscription term.
Termination of Subscription. A party may terminate a subscription (i) upon thirty (30) days’ written notice to the other party of a material breach if such breach remains uncured at the expiration of such period, or (ii) if the other party becomes the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors and such petition or proceeding is not dismissed within one hundred twenty (120) days.
Refund or Payment upon Termination of Subscription. If a subscription is terminated by You in accordance with this Section, We will refund You any prepaid fees covering the remainder of the term of all Order Forms after the effective date of termination. If a subscription is terminated by Us in accordance with this Section, You will pay any unpaid fees covering the remainder of the term of all Order Forms. In no event will termination relieve You of Your obligation to pay any fees payable to Us for the period prior to the effective date of termination.
You agree that User Content will not be considered confidential and may be used by Us in a manner that permits others to view such User Content. All Registration Data shall be kept confidential by the Company. In performing or offering services related to Calls, Tegus and its Advisors may be exposed toconfidential information of User, including, but not limited to, information not generally known and proprietary to User including those companies researched, Advisors requested, and business or marketing strategies. Upon request of User, Tegus shall remove confidential information from the transcript of a Call and return to User all materials, in any medium, which contain, embody, reflect or reference all or any part of such confidential information.
The Site and Services may contain links to third-party websites or resources. You acknowledge and agree that the Company is not responsible or liable for: (i) the availability or accuracy of such websites or resources; or (ii) the content, products, or services on or available from such websites or resources. Links to such websites or resources do not imply any endorsement by the Company of such websites or resources or the content, products, or services available from such websites or resources. You acknowledge sole responsibility for and assume all risk arising from your use of any such websites or resources or the content, products or services on or available from such websites or resources.
Disclosure of Recording.
Tegus recognizes that there are varying Federal and State laws concerning the recording of phone calls without the direct consent of the party recorded. User hereby consents to the recording of such phone calls and User hereby consent to the recording of its employees, if applicable. Tegus, hereby consents to the recording of its employees.
To ensure the protection of User’s rights under the law, User will receive a notification of recording at the beginning of the phone call. By remaining on the call, following the notification, User acknowledges the notification and consents to having the call recorded under both Federal and State law. You acknowledge that Tegus may include the Calls in its online repository for viewing by other clients, provided that Tegus will remove your name or the names of any third parties appearing in the Calls or the corresponding transcripts.
Direct and Follow Up Engagements.
User must provide Tegus with written notice of a prior relationship with an Advisor. Accordingly, You agree, following your introduction to any Advisor by Tegus, that unless You have documented evidence of any business relationship with such Advisor that predates the introduction, You will not knowingly solicit from or propose to any such Advisor any kind of business relationship without the written express consent from Tegus. User is free to choose an Advisor through other expert networks if Advisors are presented through those networks.
Disclaimer of Warranties.
THE SERVICES ARE PROVIDED TO YOU “AS IS” WITHOUT ANY WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED OR STATUTORY. YOU AGREE THAT YOU MUST EVALUATE, AND THAT YOU BEAR ALL RISKS ASSOCIATED WITH, THE USE OF THE SERVICES, INCLUDING WITHOUT LIMITATION, ANY RELIANCE ON THE ACCURACY, COMPLETENESS OR USEFULNESS OF ANY SERVICES. TO THE FULLEST EXTENT PROVIDED BY LAW, WE WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE SITE OR SERVICES OR TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ANY WEBSITE LINKED TO IT. TEGUS DISCLAIMS ALL WARRANTIES WITH RESPECT TO THE SERVICES TO THE FULLEST EXTENT PERMISSIBLE UNDER APPLICABLE LAW, INCLUDING THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NONINFRINGEMENT AND TITLE.
Limitation of Liability.
TEGUS WILL NOT BE LIABLE FOR ANY LOST PROFITS AND INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY OR PUNITIVE DAMAGES OF ANY KIND, UNDER ANY CONTRACT, NEGLIGENCE, STRICT LIABILITY OR OTHER THEORY, INCLUDING WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA, LOSS OF OTHER INTANGIBLES, LOSS OF SECURITY OF INFORMATION YOU HAVE PROVIDED IN CONNECTION WITH YOUR USE OF THE SERVICES, OR UNAUTHORIZED INTERCEPTION OF ANY SUCH INFORMATION BY THIRD PARTIES, EVEN IF ADVISED IN ADVANCE OF SUCH DAMAGES OR LOSSES. IN ADDITION, AND WITHOUT LIMITATION, TEGUS WILL NOT BE LIABLE FOR DAMAGES OF ANY KIND RESULTING FROM YOUR ACCESS TO OR USE OF, OR INABILITY TO ACCESS OR USE, THE SERVICES. YOUR SOLE AND EXCLUSIVE REMEDY FOR DISSATISFACTION WITH THE SERVICES IS TO STOP USING THE SERVICES. THE MAXIMUM LIABILITY OF TEGUS FOR ALL DAMAGES, LOSSES AND CAUSES OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING WITHOUT LIMITATION NEGLIGENCE) OR OTHERWISE, SHALL BE THE TOTAL AMOUNT, IF ANY, PAID BY YOU TO TEGUS TO ACCESS AND USE THE SERVICES. YOU AGREE THAT ANY CAUSE OF ACTION RELATED TO THE SERVICES MUST COMMENCE WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES, OTHERWISE SUCH CAUSE OF ACTION IS PERMANENTLY BARRED.
While we try to maintain the integrity and security of the Services, we do not guarantee that the Services will be or remain secure, complete or correct, or that access to the Services will be uninterrupted. Additionally, third parties may make unauthorized alterations to the Services or any content viewed through the Services. If You become aware of any unauthorized third party alteration to the Services, contact us at firstname.lastname@example.org with a description of the material(s) at issue and the URL or location on our website or Services where such material(s) appear.
Your use of the Site and Services are not intended to and shall not be interpreted to create any attorney-client or other professional-client (e.g. CPA, etc.) relationship between You and the Company or any other User or Advisor. WHILE SITE CONTENT MAY CONCERN LEGAL ISSUES, ACCOUNTING ISSUES OR OTHER ISSUES RELATED TO PROFESSIONAL SERVICES, SUCH CONTENT IS NOT LEGAL ADVICE, ACCOUNTING ADVICE OR OTHER PROFESSIONAL SERVICES ADVICE. YOU SHOULD NOT ACT OR REFRAIN FROM ACTING ON THE BASIS OF ANY CONTENT INCLUDED IN CONNECTION WITH THE SERVICES WITHOUT SEEKING LEGAL ADVICE OF COUNSEL IN THE RELEVANT JURISDICTION, OR THE ADVICE OF A COMPETENT PROFESSIONAL IN THE APPLICABLE SUBJECT MATTER. TEGUS EXPRESSLY DISCLAIMS ALL LIABILITY IN RESPECT OF ACTIONS TAKEN OR NOT TAKEN BASED ON ANY CONTENT IN CONNECTION WITH THE SERVICES. YOU ACKNOWLEDGE AND AGREE THAT THE CONTENT IS NOT PROVIDED FOR THE PURPOSE OF RENDERING LEGAL, ACCOUNTING OR OTHER PROFESSIONAL SERVICES. IF YOU BELIEVE YOU REQUIRE LEGAL ADVICE OR OTHER EXPERT ASSISTANCE, YOU SHOULD SEEK THE SERVICES OF A COMPETENT PROFESSIONAL.
Accuracy of Information and updating of services.
The Company does not knowingly provide information on or in connection with the Services that is incomplete, inaccurate and out of date but none-the-less, Site Content may occasionally be inaccurate, incomplete or out of date and we are under no obligation to update such material. Accordingly, we make no representation as to the completeness, accuracy or correctness of such information, including all descriptions, images, references, features, content, specifications, products and prices of products and services described or depicted in the Services. Such information is also subject to change at any time without notice. Descriptions and images of, and references to, third-party products or services available in connection with the Services do not imply Tegus’ endorsement of such third-party products or services. Certain weights, measures and similar descriptions are approximate and are provided for convenience purposes only. It is your responsibility to ascertain and obey all applicable local, state, federal and international laws in regard to the possession, use and sale of any item purchased in connection with the Services. We disclaim all liability and responsibility arising from any reliance placed on such information by You or any other visitor to the Site, or by anyone who may be informed of any of its contents. The Services and Site Content may be updated or revised (including having certain Site Content) removed at the discretion of Company at any time.
The Services are controlled and operated by Tegus from the United States, and are not intended to subject Tegus to the laws or jurisdiction of any state, country or territory other than that of the United States. Tegus neither represents nor warrants that the Services or any part thereof is appropriate or available for use in any particular jurisdiction other than the United States and we provide this Site for use only by persons located in the United States. In choosing to access the Services, You do so on your own initiative and at your own risk, and You are responsible for complying with all local laws, rules and regulations. We may limit the availability of the Services, in whole or in part, to any person, geographic area or jurisdiction we choose, at any time.
Governing Law and Arbitration.
This Agreement is governed by the laws of the State of New York, U.S.A., without regard to its conflicts of law provisions, and regardless of your location. ALL DISPUTES ARISING OUT OF OR RELATED TO THIS AGREEMENT OR ANY ASPECT OF THE RELATIONSHIP BETWEEN YOU AND TEGUS, WHETHER BASED IN CONTRACT, TORT, STATUTE, FRAUD, MISREPRESENTATION OR ANY OTHER LEGAL THEORY, EXCEPT FOR THOSE CLAIMS RELATED TO PROTECTION OF INTELLECTUAL PROPERTY, SHALL BE RESOLVED THROUGH FINAL AND BINDING ARBITRATION BEFORE A NEUTRAL ARBITRATOR INSTEAD OF IN A COURT BY A JUDGE OR JURY AND, BY YOUR ACCESS TO OR USE OF THESE SERVICES, YOU AGREE THAT YOU AND TEGUS ARE EACH WAIVING OUR RIGHT TO TRIAL BY A JURY. BY YOUR ACCESS TO OR USE OF THE SERVICES, YOU AGREE THAT ANY ARBITRATION UNDER THIS AGREEMENT WILL TAKE PLACE ON AN INDIVIDUAL BASIS; CLASS ARBITRATIONS AND CLASS ACTIONS ARE NOT PERMITTED AND, BY YOUR ACCESS TO OR USE OF THE SERVICES, YOU ARE AGREEING TO GIVE UP THE ABILITY TO PARTICIPATE IN A CLASS ACTION. The arbitration will be administered by the American Arbitration Association under its Commercial Arbitration Rules, as amended by this Agreement. Any in-person hearings or appearances shall be held in New York County, State of New York, U.S.A. Arbitration proceedings shall be conducted in a manner that preserves confidentiality. The arbitrator's decision shall follow this Agreement and shall be final and binding. The arbitrator shall have authority to award temporary, interim or permanent injunctive relief or relief providing for specific performance of this Agreement, but only to the extent necessary to provide relief warranted by the individual claim before the arbitrator. The award rendered by the arbitrator may be confirmed and enforced in any court having jurisdiction thereof.
Class Action Waiver
ANY DISPUTE RESOLUTION PROCEEDINGS, WHETHER IN ARBITRATION OR COURT, WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT IN A CLASS OR REPRESENTATIVE ACTION OR AS A NAMES OR UNNAMED MEMBER IN A CLASS, CONSOLIDATED, REPRESENTATIVE OR PRIVATE ATTORNEY GENERAL ACTION, UNLESS BOTH YOU AND THE COMPANY SPECIFICALLY AGREE TO DO SO IN WRITING FOLLOWING INITIATION OF THE ARBITRATION.
Tegus’ relationship to the User shall be that of an independent contractor. Nothing in this Agreement shall be construed to create any partnership, joint venture, employer-employee or agency relationship between Tegus and the User or its affiliates.
Your Comments and Concerns.
This Site is operated by Tegus, Inc. All notices of copyright infringement claims should be sent to the email@example.com. All other feedback, comments, requests for technical support, and other communications relating to the Site should be directed to firstname.lastname@example.org