Last updated: January 25, 2025
These Terms of Service ("Terms") govern your access to and use of the Perpetual website and services. By accessing or using our website, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our website or services. Perpetual is a registered investment advisor, and these Terms supplement any investment advisory agreement you may enter into with us.
Perpetual provides wealth management and registered investment advisory services to clients across the United States. Our services include:
The specific services provided to you will be outlined in a separate investment advisory agreement.
To use our services, you must be at least 18 years old and a legal resident of the United States. By using our services, you represent and warrant that you meet these eligibility requirements. Our investment advisory services are available only to clients who have executed an investment advisory agreement with us.
The information provided on this website is for general informational purposes only and does not constitute investment advice, tax advice, legal advice, or a recommendation to buy or sell any securities. Nothing on this website should be construed as a solicitation or offer to buy or sell any security or investment product.
Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. You should consult with qualified professionals before making any investment decisions.
When using our website and services, you agree to:
All content on this website, including text, graphics, logos, images, and software, is the property of Perpetual or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent.
Our website may contain links to third-party websites or services that are not owned or controlled by Perpetual. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You acknowledge and agree that Perpetual shall not be responsible or liable for any damage or loss caused by your use of any third-party content or services.
To the fullest extent permitted by applicable law, Perpetual and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or other intangible losses, arising from:
This limitation of liability does not apply to claims arising under a separate investment advisory agreement or to the extent prohibited by applicable securities laws.
The website and its content are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. We disclaim all warranties, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted, secure, or error-free.
You agree to defend, indemnify, and hold harmless Perpetual and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or in any way connected with your access to or use of the website, your violation of these Terms, or your violation of any third-party rights.
Perpetual is a registered investment advisor. Registration does not imply a certain level of skill or training. Additional information about Perpetual, including our Form ADV Part 2A (our "brochure"), is available upon request or through the SEC's Investment Adviser Public Disclosure website.
Our services are offered only in jurisdictions where we are properly registered or exempt from registration. The information on this website is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to local law or regulation.
Your use of our website is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy to understand our practices regarding your personal information.
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. Any dispute arising from these Terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except where prohibited by applicable securities laws that provide for judicial remedies.
We reserve the right to modify these Terms at any time. We will notify you of any material changes by posting the updated Terms on our website with a new "Last updated" date. Your continued use of the website after any such changes constitutes your acceptance of the new Terms. We encourage you to review these Terms periodically.
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
If you have any questions about these Terms of Service, please contact us:
Perpetual
Email: legal@investperpetual.com
Phone: (555) 123-4567
Address: New York, NY
See also our Privacy Policy.