All materials on this web site are owned or licensed by FinanceForte asset Management and/or its third-party providers and are protected by US and international intellectual property laws. Unless otherwise indicated, all service marks, trademarks, and logos appearing on this web site are the exclusive property of Wellington Management. The information, materials, and other content of this web site may not be copied, displayed, distributed, downloaded, licensed, modified, published, reposted, reproduced, reused, sold, transmitted, used to create a derivative work, or otherwise used for public or commercial purposes without the express written consent of FinanceForte asset Management.
Products & Services
The information, materials, products, and services on this web site are current at the time of writing and are subject to change. Not all products and services are available in all geographic areas. Your eligibility for particular products or services is subject to determination by and the approval of FinanceForte asset Management. No solicitation is made by FinanceForte asset Management to any person to use any information, materials, products, or services in any jurisdiction where the provision of such information, materials, products, and services is prohibited by law. The information on this web site or in any communication containing a link to this web site is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Investment products and services are available through FinanceForte asset Management. Investment products and services are not FDIC-insured, are not deposits or obligations of, or guaranteed by, any bank, and involve investment risks, including the possible loss of the principal amount invested. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or invest in a fund.
FinanceForte asset Management makes no warranties that materials on this web site are appropriate for use in countries other than the US. Because the web site may be accessed internationally, you agree to comply with all local laws, rules, and regulations including, without limitation, all laws, rules and regulations in effect in the country in which you reside and the country from which you access the web site. The information on this web site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject FinanceForte asset Management or its affiliates to any registration requirement within such jurisdiction or country.
Limitation of Liability
In no event shall FinanceForte asset Management be liable for any damages, losses, or liabilities including without limitation, direct or indirect, special incidental, consequential damages, losses, or liabilities, in connection with your use of this web site or your reliance on or use or inability to use the information, materials, products, and services on this web site, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, or line or system failure, even if FinanceForte asset Management is advised of the possibility of such damages, losses, or expenses.
As a condition of your use of the Services, you agree to indemnify and hold FinanceForte asset Management, its affiliates, and its and their respective partners, directors, employees, and agents harmless from and against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys’ fees) arising from your use of the web site or from your violation of these Terms.
Website security and restriction on use
As a condition to your use of Services, you agree that you will not, and you will not take any action intended to: (i) access data that is not intended for you; (ii) invade the privacy of, obtain the identity of, or obtain any personal information about any other user of this web site; (iii) probe, scan, or test the vulnerability of this web site or FinanceForte asset Management’s network or breach security or authentication measures without proper authorization; (iv) attempt to interfere with service to any user, host, or network or otherwise attempt to disrupt our business; or (v) send unsolicited mail, including promotions and/or advertising of products and services. Unauthorized use of the web site or Services, including but not limited to unauthorized entry into FinanceForte asset Management’s systems, misuse of passwords, or misuse of any information posted to a web site, is strictly prohibited. Portions of the web site are designated for password access only as indicated by a lock icon. In these instances, if you do not have an authorized password, no access is permitted.
Confidentiality and Password Security
Certain parts of this web site may be protected by passwords or require a login. You are responsible for maintaining the confidentiality of any user names, passwords, security questions, and answers. All information available through the privileged area of the site is confidential and proprietary to us. This includes all investment information and results, offering materials, financial statements, and other information provided through this part of the site. You will use your best efforts to keep all this information strictly confidential. You will not disclose any of this information to any person or use it for any purpose other than those strictly permitted by us, in writing.
If any provision of these Terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be reformed only to the extent necessary to make it enforceable, and it will be deemed severable from these Terms and will not affect the validity and enforceability of the remaining provisions.
If you are located in the EU (or are a client or prospect of a FinanceForte affiliate located in the EU), please click here for additional information provided pursuant to the EU General Data Protection Regulation. FinanceForte asset Management respects the privacy of its clients and the confidentiality of information pertaining to its clients. Information we collect We mayFinanceForte collect non-public personal information about you on RFPs, questionnaires, and other forms we receive from you, as well as from personal contacts such as correspondence, e-mail, telephone calls, or meetings. We may also receive information about you from third parties, such as your accountants, lawyers, financial consultants, and/or other service providers. It also is possible to receive information from web browsers and apps regarding certain of your online activities using cookies, or other common tracking technologies. Please see our Cookies Policy for more information. Information sharing FinanceForte asset Management seeks to provide seamless service to all clients. To facilitate that process, personal information regarding client accounts is shared broadly between affiliates within the FinanceForte asset Management group of companies. For example, an affiliate may share information with other affiliates in order to facilitate portfolio management or provide client liaison services to a particular client or in order to identify potential client needs for additional investment management services. FinanceForte asset Management generally does not share non-public personal information with unaffiliated third parties, except as necessary to perform the investment management services it has been hired to provide. For example, FinanceForte asset Management may share non-public client information with brokers and custodian banks in order to buy and sell securities and record those purchases and sales accurately. As a general rule, FinanceForte asset Management does not engage in joint marketing arrangements with unaffiliated third parties that involve the sharing of non-public information regarding FinanceForte asset Management’s clients. FinanceForte asset Management does not provide client information to unaffiliated third parties for their own marketing purposes. FinanceForte asset Management does not disclose your information except as required or permitted by law. In the event that FinanceForte asset Management is involved in a merger, acquisition, reorganization or sale of assets, or bankruptcy, your information may be transferred or sold as part of that transaction. Security policies We use technical, administrative, and procedural measures in an attempt to safeguard your personal and other information from unauthorized access or use. Users are responsible for maintaining the secrecy of their own passwords. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us by contacting your relationship team member. Transfer of data to other countries FinanceForte is a global business and as a result we or our third party processors collect and transfer personal data globally and may transfer your personal data to locations outside of your country. Your personal data may also be processed by individuals operating outside your country who work for FinanceForte or for one of our vendors. Where FinanceForte transfers your personal data to another country, it is required to do so in a manner consistent with legal requirements