Terms + Conditions

 

Section 1

Acceptance of Terms of Use

These Terms of Use (the “Terms”) are a binding contract between you and THEMUTUALFUNDINSPECTOR.COM (“MFI,” “we,” and “us”). These Terms of Use are in addition to any other agreements between you and THEMUTUALFUNDINSPECTOR.COM including any customer or account agreement or any other agreements that govern your use of software, products, goods, services, content, tools, and information provided on the site or in electronic communications. You must agree to and accept all of the Terms, or you do not have the right to use the Services. Your using the Services in any way means that you agree to all of these Terms, and these Terms will remain in effect while you use the Services. 

Revisions 

THEMUTUALFUNDINSPECTOR.COM may at any time revise these Terms of Use by updating this document. You agree to be bound by subsequent revisions and agree to review these Terms of Use periodically for changes. The most updated version of this document will be available for your review under the “Terms of Use” link that appears on the THEMUTUALFUNDINSPECTOR.COM website and mobile application when available.

Description of Services

THEMUTUALFUNDINSPECTOR.COM (“MFI”) is a web-based service that reduces the confusion and provides clarity to customers on how their investments are doing and how can they be improved. We provide just-in-time content in the form of a report to our customers based on the information provided to us. During the delivery of our service, it is necessary from time to time to engage third parties, which may include parties providing trust services, custodial services, investment services and record keeping services, and parties providing information and website administration (collectively the “Third Party Providers”). 

Privacy

We respect your privacy. We use personal information solely to fulfill orders or to process transactions on your behalf. We will not sell, share, or rent your personal information to any third party or use your e-mail address for unsolicited mail.

Cancelations & Rescheduling

If for any reason you need to cancel your appointment with us please contact us and we will remove your inspection and your data from our records. We will refund any inspection service in full if we have not had our initial consultation. After a initial consultation you can cancel but a refund will not be issued.

We also reserve the right to cancel or reschedule an appointment for any reason, including but not limited to; sickness or for an emergency. In the unlikely event that this does occur, you will be notified as soon as possible and will be given the option to book another appointment at your earliest convenience.

 

Section 2

NOT a Broker-Dealer

Although THEMUTUALFUNDINSPECTOR.COM will engage with brokerage services on behalf of our customers THEMUTUALFUNDINSPECTOR.COM is NOT a broker-dealer, brokerage, brokerage service, or financial advisor and is not providing any financial advice. THEMUTUALFUNDINSPECTOR.COM and any of its employees, agents, principals, or representatives DO NOT: provide recommendations of any security, transaction, or order; provide investment advice; produce or provide research to any user regarding any security, transaction, or order.

THEMUTUALFUNDINSPECTOR.COM is not responsible for any actions you take with regard to your account. You are solely responsible for any and all actions and agree to not hold THEMUTUALFUNDINSPECTOR.COM liable for any possible claim for damages arising from any decision you make based on the content or other information made available to you through the Service or third party provider websites.

You are solely responsible for evaluating the merits and risks associated with the use of any content provided through the Service (generated by our users, third party providers, or other third party web sites or services) before making any decisions based on such content. This Site holds data, information, and content for informational, educational, and noncommercial purposes only. Under no circumstances should any information or materials presented on this Site be used or construed as an offer to sell, or a solicitation of an offer to buy, any securities, financial instruments, investments or other services. You agree not to hold THEMUTUALFUNDINSPECTOR.COM or its third party providers liable for any possible claim for damages arising from any decision you make based on the content or other information made available to you through the Service or third party provider websites. Past performance data should not be construed as indicative of future results.

Content and Account Information 

THEMUTUALFUNDINSPECTOR.COM provides information such as, but not limited to, general news, market data, educational material and other information concerning financial markets and securities from third party providers.

While THEMUTUALFUNDINSPECTOR.COM may use third party providers to provide you access to your personal brokerage accounts to view corresponding account positions, balances, and order history, or facilitate communication of messages that contain order information to brokerages services, THEMUTUALFUNDINSPECTOR.COM is NOT a broker-dealer, brokerage, brokerage service, advisor, or financial planner.

YOU ACKNOWLEDGE AND AGREE THAT WHEN THEMUTUALFUNDINSPECTOR.COM ACCESSES AND RETRIEVES ACCOUNT INFORMATION FROM THIRD PARTY PROVIDERS, THEMUTUALFUNDINSPECTOR.COM IS ACTING AS YOUR AGENT, AND NOT AS THE AGENT OF OR ON BEHALF OF THE THIRD PARTY.

Limitation of Liability

TO THE FULLEST EXTENT ALLOWED BY APPLICABLE LAW, UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY (INCLUDING, WITHOUT LIMITATION, TORT, CONTRACT, STRICT LIABILITY, OR OTHERWISE) SHALL THEMUTUALFUNDINSPECTOR.COM (OR ITS LICENSORS OR SUPPLIERS) BE LIABLE TO YOU OR TO ANY OTHER PERSON FOR (A) ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND, INCLUDING DAMAGES FOR LOST PROFITS, LOSS OF GOODWILL, WORK STOPPAGE, ACCURACY OF RESULTS, OR COMPUTER FAILURE OR MALFUNCTION, OR (B) ANY AMOUNT, IN THE AGGREGATE, IN EXCESS OF THE GREATER OF (I) $100 OR (iI) THE AMOUNTS PAID BY YOU TO THEMUTUALFUNDINSPECTOR.COM IN CONNECTION WITH THE SERVICES IN THE TWELVE (12) MONTH PERIOD PRECEDING THIS APPLICABLE CLAIM, OR (III) ANY MATTER BEYOND OUR REASONABLE CONTROL. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO THE ABOVE LIMITATION AND EXCLUSIONS MAY NOT APPLY TO YOU.

Indemnity

To the fullest extent allowed by applicable law, You agree to indemnify and hold THEMUTUALFUNDINSPECTOR.COM, its affiliates, officers, agents, employees, and partners harmless from and against any and all claims, liabilities, damages (actual and consequential), losses and expenses (including attorneys’ fees) arising from or in any way related to (a) your use of the Services, and (b) your violation of these Terms.

Governing Law 

These Terms are governed by and will be construed under the laws of the State of California, without regard to the conflicts of laws provisions thereof.