Legal Documents
TERMS
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.
POLICIES
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.
DISCLAIMERS
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.
DISCLOSURE
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.
REGULATORY FILINGS
Form ADV contains information about an investment adviser and its business operations.
CRS Form is a relationship summary disclosure form (CRS stands for Customer or Client relationship summary)
REFERRAL AGREEMENT
Referral agreement contains program related terms and conditions.
