SimpleEXCHANGE and its affiliates (collectively, the “SimpleCITI Affiliates”) are each separate and independent legal entities. No joint venture, partnership, or agency relationship is created by their shared branding or marketing. The obligations of one SimpleCITI Affiliate are solely those of that entity and shall not be attributed to, or enforceable against, any other affiliate, parent, subsidiary, officer, manager, employee, or owner.
Investor agrees that their sole contractual counterparty is the specific SimpleCITI Affiliate identified in their executed transaction documents. No recourse may be sought against any other SimpleCITI Affiliate or any of their respective members, managers, officers, employees, or owners.
Investor expressly waives any attempt to pierce the corporate veil or otherwise impose liability on any SimpleCITI Affiliate other than the contracting entity.
SimpleADVISORY is an SEC-registered investment adviser. Its fiduciary obligations apply only when an investor has executed a written advisory agreement with SimpleADVISORY. Absent such agreement, no fiduciary relationship exists between investor and any SimpleCITI Affiliate.
IRS: Neither SimpleEXCHANGE nor any SimpleCITI Affiliate provides tax or legal advice. Investors are solely responsible for consulting their own tax and legal advisors to confirm eligibility and compliance with Internal Revenue Code Section 1031 and related Treasury Regulations.
SEC: Registration of SimpleADVISORY with the SEC does not imply a certain level of skill or training.
General: All information provided through the platform is for informational purposes only and shall not be construed as legal, tax, or investment advice.
In no event shall SimpleEXCHANGE or any SimpleCITI Affiliate be liable for consequential, incidental, punitive, or special damages. Any liability shall be limited to direct damages suffered in connection with the specific transaction and shall not exceed the amount invested.
Investor agrees to indemnify, defend, and hold harmless SimpleEXCHANGE and all other SimpleCITI Affiliates, and their respective members, managers, officers, employees, and agents, from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:
All disputes, claims, or controversies arising from or relating to investor participation shall be resolved exclusively by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The seat and venue for arbitration shall be New York County, New York. Investor waives any right to pursue claims in any other forum.
These Terms & Conditions and any disputes hereunder shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles.
By proceeding on the platform, investor acknowledges that they have read and understood these Terms & Conditions, and that they agree to be bound by them.