Strategic Investment Advisory Services

1. Acceptance of Terms

By accessing and using ValueVistas investment advisory services, you agree to be bound by these Terms of Service and all applicable laws and regulations.

2. Investment Advisory Services

ValueVistas provides investment advisory services including portfolio management, financial planning, and market analysis. All services are subject to regulatory compliance and professional standards.

3. Risk Disclosure

Investment advisory services involve risk of loss. Past performance does not guarantee future results. All investments carry inherent risks, and you may lose some or all of your invested capital.

4. Client Responsibilities

Clients must provide accurate financial information, communicate changes in circumstances, and understand that investment decisions are made based on information provided.

5. Fees and Compensation

Advisory fees are disclosed in our ADV Form 2A and client agreements. Fees are typically asset-based or fixed, depending on the service arrangement.

6. Confidentiality

We maintain strict confidentiality of client information in accordance with federal and state privacy laws and professional standards.

7. Limitation of Liability

Our liability is limited to the extent permitted by law. We are not liable for market losses or investment performance beyond our professional negligence.

8. Termination

Either party may terminate the advisory relationship with written notice. Termination procedures are outlined in individual client agreements.

Last Updated: January 2024

1. Information We Collect

We collect personal and financial information necessary to provide investment advisory services, including:

• Contact information (name, address, phone, email)
• Financial information (income, assets, investment experience)
• Investment objectives and risk tolerance
• Account and transaction information

2. How We Use Your Information

Your information is used to:

• Provide personalized investment advisory services
• Manage and monitor your investment accounts
• Comply with regulatory requirements
• Communicate important account information

3. Information Sharing

We do not sell or share your personal information except as required by law or with your explicit consent. We may share information with:

• Custodians and broker-dealers for account management
• Regulatory authorities as required
• Service providers under confidentiality agreements

4. Data Security

We implement industry-standard security measures to protect your information, including encryption, secure servers, and access controls.

5. Your Rights

You have the right to access, correct, or request deletion of your personal information, subject to regulatory requirements.

6. Cookies and Tracking

Our website uses cookies to improve user experience and analyze site usage. You can control cookie preferences through your browser settings.

7. Contact Information

For privacy-related questions, contact us at [email protected] or +1 (212) 555-0147.

Last Updated: January 2024

1. What Are Cookies

Cookies are small text files stored on your device when you visit our website. They help us provide a better user experience and analyze site performance.

2. Types of Cookies We Use

Essential Cookies

Required for basic website functionality, including security and accessibility features.

Analytics Cookies

Help us understand how visitors interact with our website to improve user experience.

Preference Cookies

Remember your settings and preferences for future visits.

3. Third-Party Cookies

We may use third-party services that set cookies, including:

• Google Analytics for website analytics
• Security services for fraud prevention
• Customer support tools

4. Managing Cookies

You can control cookies through your browser settings:

• Block all cookies
• Accept only first-party cookies
• Delete existing cookies
• Set preferences for specific websites

5. Cookie Consent

By continuing to use our website, you consent to our use of cookies as described in this policy.

6. Updates to This Policy

We may update this Cookie Policy periodically. Changes will be posted on this page with an updated revision date.

Last Updated: January 2024

1. DMCA Compliance

ValueVistas respects intellectual property rights and complies with the Digital Millennium Copyright Act (DMCA).

2. Copyright Infringement Claims

If you believe your copyrighted material has been used without permission, please provide:

• Your contact information
• Description of the copyrighted work
• Location of the allegedly infringing material
• Statement of good faith belief
• Statement of accuracy under penalty of perjury
• Physical or electronic signature

3. DMCA Agent

Send DMCA notices to:

DMCA Agent
ValueVistas Investment Advisory
425 Park Avenue, Suite 2800
New York, NY 10022
Email: [email protected]
Phone: +1 (212) 555-0147

4. Counter-Notification

If you believe material was removed in error, you may submit a counter-notification with:

• Your contact information
• Description of removed material
• Statement of good faith belief
• Consent to jurisdiction
• Physical or electronic signature

5. Repeat Infringers

We reserve the right to terminate access for users who repeatedly infringe copyright.

6. False Claims

Knowingly making false DMCA claims may result in liability for damages and attorney fees.

Last Updated: January 2024

1. GDPR Compliance Statement

ValueVistas is committed to protecting your privacy and complying with the General Data Protection Regulation (GDPR) for all EU residents.

2. Legal Basis for Processing

We process personal data based on:

• Consent for marketing communications
• Contract performance for advisory services
• Legal obligation for regulatory compliance
• Legitimate interest for business operations

3. Your GDPR Rights

Under GDPR, you have the right to:

• Access your personal data
• Rectify inaccurate data
• Erase your data ("right to be forgotten")
• Restrict processing
• Data portability
• Object to processing
• Withdraw consent

4. Data Retention

We retain personal data only as long as necessary for:

• Providing advisory services
• Meeting regulatory requirements
• Legitimate business purposes

5. International Transfers

When transferring data outside the EU, we ensure adequate protection through:

• Adequacy decisions
• Standard contractual clauses
• Binding corporate rules

6. Data Protection Officer

Contact our Data Protection Officer:

Email: [email protected]
Phone: +1 (212) 555-0147
Address: 425 Park Avenue, Suite 2800, New York, NY 10022

7. Supervisory Authority

You have the right to lodge a complaint with your local data protection authority.

Last Updated: January 2024