Disclosures
Important Disclaimers
This platform provides access to financial professionals, portfolio managers, and brokers across multiple asset classes. The information presented throughout the platform is intended for informational and transparency purposes only.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.assetframe.online (“Website”) or any of the information or services provided by us in connection with the Website.
By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by us in connection with the Website and should promptly terminate all use thereof.
The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
We reserve the right to change, modify, add, or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting.
You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Nature of the Platform
The platform operates as a structured financial services infrastructure that facilitates connections between investors and financial professionals.
Portfolio information displayed within client dashboards reflects data provided by the managing professional or integrated reporting systems.
The platform itself:
- Does not directly execute trades
- Does not guarantee investment outcomes
- Does not provide tax or legal advice
All portfolio management services are delivered by independent professionals or authorized entities operating under their respective regulatory frameworks.
Portfolio Reporting
Client portal access provides visibility into portfolio allocations, performance summaries, and strategy updates.
All data is provided for transparency purposes and should not be interpreted as a guarantee of performance or a solicitation to invest.
Reported returns, where displayed, may be net or gross of fees as specified by the managing professional.
No Offer or Solicitation
Information presented on this platform does not constitute:
- An offer to sell securities
- A solicitation to buy securities
- A public offering
- Personalized investment advice
Engagement with any financial professional remains voluntary and independent.
Acknowledgment
By using this platform, users acknowledge that:
- They understand investment risk
- They are engaging with professionals independently
- They accept responsibility for their investment decisions
Privacy Disclosures
We are committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
We do not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to “do not track” requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use “cookies” and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these Institutions and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
Email Disclosures
We often communicate with our clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. We make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send us private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
If you have any questions regarding our email policies, please Contact Us.
Client Portals:
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.
Social Websites
We may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that us or third parties may contribute to such sites. This information is subject to review and inspection by the CCO or securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by our advisory persons after entering into an advisory agreement and providing us with all requested background and account information. If you have any questions regarding our policies, please Contact Us..
