AdvisorConnect Pro Terms of Service

TERMS AND CONDITIONS

AdvisorConnect Pro (ACP) and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers (collectively "ACP") provides this website (the "Site") for educational and informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site ("Content") are subject to these terms of use and all applicable laws.

LIMITATION OF LIABILITY

ACP directors, employees, partners, agents, suppliers, or affiliates, shall not be liable for any indirect, incidental, special, consequential or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Service; (ii) any conduct or content of any third party on the Service; (iii) any content obtained from the Service; and (iv) unauthorized access, use or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose.

NO FINANCIAL OR INVESTMENT ADVICE

The Content is for educational and informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing in the Site constitutes professional financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto.

AdvisorConnect Pro is a lead generation and educational platform that connects prospective clients with independent fiduciary financial advisors. ACP itself does not provide investment advice, manage assets, or offer financial planning services. All financial advice and services are provided by the independent advisors in our network.

You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold ACP, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.

INVESTMENT AND FINANCIAL PLANNING RISKS

There are risks associated with all financial and investment decisions. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic and currency risks and differences in accounting methods.

Past performance is not indicative of future results. A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance. All financial planning and investment strategies involve risk of loss that each client should be prepared to bear.

INDEPENDENT ADVISOR NETWORK DISCLAIMER

AdvisorConnect Pro maintains a network of independent fiduciary financial advisors. These advisors are independent contractors and not employees of ACP. Each advisor is responsible for:

- Maintaining their own licenses and regulatory compliance

- Providing appropriate investment advice based on client circumstances

- Managing client relationships and service delivery

- Their own professional liability and errors & omissions coverage

ACP does not guarantee the performance, advice, or services provided by network advisors. Clients should verify advisor credentials, understand fee structures, and carefully review all agreements before engaging advisor services.

EDUCATIONAL CONTENT AND MASTERCLASS DISCLAIMER

The educational content, training videos, masterclasses, and other instructional materials provided on the Site are for general educational purposes only. This content:

- Does not constitute personalized financial, tax, or legal advice

- Should not be relied upon as the sole basis for financial decisions

- May not be suitable for your specific financial situation

- Should be supplemented with consultation from qualified professionals

While our educational content is developed by experienced financial professionals, individual circumstances vary greatly. Always consult with qualified advisors before implementing any strategies discussed in our educational materials.

THIRD PARTY LINKED SITES

As a convenience to you, ACP may provide hyperlinks to websites operated by third parties, including advisor websites, educational resources, and financial tools. When you select these hyperlinks you will be leaving the ACP site. Because ACP has no control over such sites or their content, ACP is not responsible for the availability of such external sites or their content, and ACP does not adopt, endorse or nor is responsible or liable for any such sites or content, including advertising, products or other materials, on or available through such sites or resources.

Other websites may provide links to the Site or Content with or without our authorization. ACP does not endorse such sites and shall not be responsible or liable for any links from those sites to the Site or Content, or for any content, advertising, products or other materials available on or through such other sites, or any loss or damages incurred in connection therewith.

YOUR USE OF THIRD PARTY WEBSITES AND CONTENT, INCLUDING WITHOUT LIMITATION, YOUR USE OF ANY INFORMATION, DATA, ADVERTISING, PRODUCTS, OR OTHER MATERIALS ON OR AVAILABLE THROUGH SUCH WEBSITES, IS AT YOUR OWN RISK AND IS SUBJECT TO THEIR TERMS OF USE.

USER CONDUCT AND PROHIBITED USES

You agree not to use the Site or Content to:

- Violate any applicable laws or regulations

- Transmit any harmful, threatening, abusive, or defamatory content

- Impersonate any person or entity or falsely state your affiliation

- Attempt to gain unauthorized access to our systems or networks

- Interfere with or disrupt the Site's functionality

- Use automated systems (bots, scrapers) to access the Site

- Submit false or misleading information in qualification surveys

- Spam or harass other users or our network advisors

ACP reserves the right to terminate access for any user who violates these terms.

QUALIFICATION SURVEYS AND ADVISOR MATCHING

Survey Accuracy: You agree to provide accurate and truthful information in all qualification surveys and forms. Providing false information may result in inappropriate advisor matches and termination of access to our services.

Advisor Matching: ACP uses the information you provide to match you with advisors in our network based on factors including:

- Geographic location

- Asset levels

- Retirement timeline

- Planning concerns and objectives

No Guarantee of Match: While we strive to provide appropriate matches, ACP does not guarantee that we can match every user with an advisor, or that any particular advisor relationship will be successful.

APPOINTMENT SCHEDULING AND CONSULTATIONS

Scheduling: ACP facilitates the scheduling of consultations between users and network advisors but is not responsible for advisor availability, rescheduling, or consultation quality.

No-Show Policy: Users who repeatedly fail to attend scheduled consultations may have their access to scheduling services restricted.

Consultation Nature: Initial consultations are educational in nature. Any ongoing advisory relationship is between you and the individual advisor, not ACP.

ELECTRONIC COMMUNICATIONS AND CONSENT

By using our Site and providing your contact information, you consent to receive communications from ACP and our network advisors via email, SMS/text messages, and phone calls for purposes including:

- Educational content delivery

- Consultation scheduling and reminders

- Service updates and announcements

- Follow-up communications

Text Message Consent: By providing your mobile number, you expressly consent to receive text messages. Message and data rates may apply. Reply STOP to opt out at any time.

You may opt out of marketing communications by following unsubscribe instructions in emails or contacting us directly.

SITE AND CONTENT NOT WARRANTED

THE SITE AND CONTENT ARE PROVIDED "AS IS" AND WITHOUT WARRANTIES OF ANY KIND. YOU BEAR ALL RISKS ASSOCIATED WITH THE USE OF THE SITE AND CONTENT, INCLUDING WITHOUT LIMITATION, ANY RELIANCE ON THE ACCURACY, COMPLETENESS OR USEFULNESS OF ANY CONTENT AVAILABLE ON THE SITE.

ACP AND ITS EMPLOYEES, OFFICERS, DIRECTORS, PARTNERS, AGENTS, REPRESENTATIVES, SUPPLIERS AND SERVICE PROVIDERS, DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, ALL WARRANTIES OF TITLE, NON-INFRINGEMENT, ACCURACY, COMPLETENESS, USEFULNESS, MERCHANTABILITY, AND FITNESS FOR A PARTICULAR USE, AND WARRANTIES THAT MAY ARISE FROM COURSE OF DEALING/PERFORMANCE OR USAGE OF TRADE.

LIMITATION OF LIABILITY

YOUR EXCLUSIVE REMEDY FOR DISSATISFACTION WITH THE SITE AND CONTENT IS TO STOP USING THE SITE AND CONTENT. ACP IS NOT LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES, UNDER ANY THEORY OF LIABILITY, INCLUDING WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, USE, DATA, OR LOSS OF OTHER INTANGIBLES.

IN PARTICULAR, AND WITHOUT LIMITATION, ACP WILL NOT BE LIABLE FOR DAMAGES OF ANY KIND RESULTING FROM YOUR USE OF OR INABILITY TO USE THE SITE OR CONTENT, OR FROM ANY ADVISOR RELATIONSHIPS FACILITATED THROUGH OUR PLATFORM.

INTELLECTUAL PROPERTY RIGHTS

You are permitted to use the Site and Content for your personal, non-commercial use only. The Site and Content are and shall remain the property of ACP and are protected by copyright, trademark, patent, and/or other intellectual property laws.

You may use the Site and Content for your personal, noncommercial use, provided that you keep intact all copyright, trademark, patent and other proprietary notices. Except as expressly authorized in advance by ACP in writing, you agree not to reproduce, modify, create derivative works, rent, lease, loan, sell, distribute, publish, publicly perform or display, reverse engineer, decompile or disassemble, all or any part of the Site or Content.

Trade names, trademarks and service marks of ACP include, without limitation, "AdvisorConnect Pro" and any associated logos. All trademarks and service marks on the Site not owned by ACP are the property of their respective owners. Nothing contained on the Site should be construed as granting, by implication, estoppel or otherwise, any license or right to use any of ACP's trade names, trademarks or service marks without our express prior written consent.

TERMINATION

ACP, in its sole discretion, may terminate your access to or use of the Site and Content, at any time and for any reason, including but not limited to violation of these Terms of Use. Your access to or use of the Site and Content may be terminated without notice. ACP shall not be liable to you or any third party for any termination of your access to the Site or Content, and shall not be required to make such information or files available to you after any such termination.

INDEMNIFICATION

By accessing and using the Site and Content, you agree to indemnify, defend and hold harmless ACP (specifically including its officers, directors, owners, partners, employees, agents, information providers, licensors and licensees) (collectively, the "Indemnified Parties") from and against any and all claims, losses, costs and expenses (including attorneys' fees) arising out of or relating to:

(a) any breach (or claim that, if true, would be a breach) by you of these Terms of Use; (b) your use of or activities in connection with the Site; (c) any false or misleading information you provide; and (d) your violation of any applicable laws or regulations.

We reserve the right, at our own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you. You shall not enter into any settlement agreement which affects the rights of any of the Indemnified Parties without our prior written approval.

JURISDICTIONAL CONTEXT

The Site is controlled and operated by ACP from the United States, and is not intended to subject ACP to the laws or jurisdiction of any country or territory other than that of the United States. ACP does not represent or warrant that the Site or any part thereof is appropriate or available for use in any particular jurisdiction other than the United States.

These Terms of Use shall be governed by and construed in accordance with the laws of the United States and [YOUR STATE], without regard to conflict of law principles. Any legal action or proceeding arising under these Terms of Use will be brought exclusively in the federal or state courts located in [YOUR JURISDICTION], and you hereby irrevocably consent to personal jurisdiction and venue therein.

SEVERABILITY

If any provision of these Terms of Use is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that these Terms of Use will otherwise remain in full force and effect and enforceable.

ENTIRE AGREEMENT

These Terms of Use constitute the entire agreement between you and ACP relating to your use of the Site and supersede all prior or contemporaneous communications and proposals between you and ACP.

MODIFICATIONS

ACP may amend these Terms of Use at any time in its sole discretion by posting revisions on the Site. Your continued use of the Site following the posting of revised Terms of Use means that you accept and agree to the changes.