Terms of Use

Terms And Conditions Of Use:

This Terms of Use Agreement sets forth the agreement between WealthQuant, and each user (“you”) governing the use by you of this Internet site featuring the WealthQuant service (the “Site”). Please read the terms and conditions set forth herein carefully before using the site. If you do not agree to these terms and conditions you may not access or otherwise use this Site, and you must exit this Site immediately. By connecting to and using this Site, you are indicating that you are 18 years of age or older and acknowledging that you have read and accepted these terms and conditions. Your access to and use of this Site is subject to your compliance with all the terms and conditions set forth herein.

Important Legal Statement Concerning Suitability, Information and Risk:

WealthQuant is not a registered investment advisor and does not provide professional financial investment advice specific to your financial and life situation. WealthQuant is strictly an automated algorithmic market analysis tool that produces portfolios according to the set of funds provided to it for its analysis. While we do provide advice for how to best use the WealthQuant tool, we do not provide advice on the suitability of any fund, combination of funds, or a WealthQuant portfolio for inclusion into your personal portfolio. Seek the advice of a registered investment advisor if you are unsure of the suitability of using WealthQuant or the suitability of a particular fund or the suitability of a particular WealthQuant portfolio for helping to achieve your personal investment objectives in your personal life situation.

The information provided by this Site is provided “as is” and on an “as available” basis without warranties of any kind, either expressed or implied, including without limitation warranties of merchantability or fitness for a particular purpose. Neither WealthQuant nor any of its affiliates warrants that the information provided will be accurate, complete, uninterrupted or error free.

The information provided by this Site may contain descriptions of specific securities or other financial instruments that may not be available to or suitable for you. No prospectus of any service or investment referred to in the Site is available through WealthQuant. It is your responsibility as the user of the information to be informed of any service or investment you select for inclusion in your portfolio. It is also your responsibility as the user to be informed of and to observe all applicable laws.

The information regarding the past performance of any fund or portfolio on this Site is only representative of historical conditions in the market place, and is in no way to be construed as a guarantee or warrantee that such conditions will exist in the future or that such performance will be achieved in the future. You agree that it is your responsibility to determine the suitability of any provided information for your investment portfolio objectives and that you have the sole responsibility for any and all of your investment portfolio performance results.

Although we strive vigorously to always have accurate and reliable information, we depend upon certain suppliers to provide data. As such, information on wealthquant.com may contain inaccuracies or errors. Information may be changed or updated without notice. In addition, we also vigorously strive to have accurately updated information, but there may be times when it is impossible to do so, thus information contained herein may be out of date at any given time. We may also make improvements and/or changes in the products and/or programs described in this information at any time without notice. As improvements or changes to the mechanical rules of a portfolio are made from time to time, the published recaps of strategies historical performance may not reflect what a subscriber would have been able to achieve. Additionally, commission, slippage, signal changes, and execution issues may cause individual investors actual performance to differ measurably from theoretical portfolio performance.

Under no circumstances shall WealthQuant, or their affiliates be liable for any direct, indirect, incidental, special, punitive or consequential damages that result in any way from your use, non-use or reliance upon the information, or that result from mistakes, omissions, interruptions or deletions of files, errors or defects in the information, delays in operation, transmission or failure of performance. If you are dissatisfied with any information provided by WealthQuant, your sole and exclusive remedy is to discontinue using the WealthQuant information.

Copyright And Trademark Notices:

The text, graphics, design, interviews, and other content available through this Site, including text, graphics, design, arrangement, and any other thing, are property of WealthQuant, or its licensors and are protected by Canada and international copyright and other intellectual property laws. Permission to use content from this site is authorized and limited according to that specified as follows:

  1. General Web Content whether in textual or graphical from, may be freely copied, transmitted, distributed, displayed, re-published or otherwise shared with individuals or the public provided that its recipients are provided a reasonable link back to the source of the content.
  2. Portfolio allocations, whether in textual or graphical from, are for private and non-commercial use and you may not modify, copy, distribute, transmit, display, reproduce, re-publish, circulate, license, transfer, create derivative works from, or sell the content from this Site to any entity or person without the express written consent of WealthQuant. As a conditional term of your subscription you hereby agree not to reproduce, retransmit, distribute, disseminate, sell, publish, broadcast or circulate this type of content from this Site to anyone, including but not limited to others in the same company, organization, club, association, online community, or other group, without the express prior written consent of WealthQuant.

The WealthQuant name and logo are trademarks of WealthQuant. All other trademarks and service marks that appear or are referenced on this Site are the property of their respective owners.

Links to Other Web Sites:

Any links to other Sites contained within wealthquant.com have not been developed, checked for accuracy, or otherwise reviewed by WealthQuant, and neither such content nor the operators of any site to which wealthquant.com might link are endorsed by or affiliated with us unless otherwise indicated. Furthermore, WealthQuant, is not liable for damages and/or loss as a result of any delays, omissions, or defects that may exist in the services, information, or other content provided in websites to which wealthquant.com may link, whether actual, alleged, consequential, or punitive. Leaving wealthquant.com is done at your own will and risk. WealthQuant, makes no guarantees or representations as to, and shall not be held liable for, any content delivered by any third party, including without limitation, the accuracy, quality, timeliness, or subject matter of such content.

Access to Site:

You agree to use this Site only for lawful purposes, and that you are responsible for your use of the Site. You further agree that you will not access by any means except through the interface provided by wealthquant.com for access to the Site. You agree that you will not deep-link to pages on this Site and that, in the event that you provide any link to this Site from another Internet site, such link will be only to one of the pages offered on the main menu of this Site, or as otherwise specifically made available for sharing from referral, promotional, or advertising charts we may specifically make available for that purpose. You agree that you will not access this Site from any territory where its contents are illegal, and that you, and not WealthQuant, and its affiliates, are responsible for compliance with applicable laws.

You agree that wealthquant.com may terminate or suspend your access to all or part of this Site, without notice, for any conduct that WealthQuant, at its sole discretion, believes is in violation of this Terms of Use Agreement or any applicable law, or is harmful to the interests of another user, our company, or its affiliates.

Security Ownership Disclosure & Trading Restrictions:

When a wealthquant.com writer publishes data about a security that he or she owns or has beneficial interest in, that fact is disclosed at the end of the article. In addition to the above disclosure requirements, all wealthquant.com writers are governed by the below guidelines and restrictions:

  • Must hold any security they own for at least 30 days. (No day trading permitted)
  • Cannot write about a security in the period of five days before and five days after purchasing or selling the security.
  • Cannot trade based on any knowledge they may have about articles yet to be published about the security.
  • Must notify our compliance department every time they buy or sell a security, regardless of whether they have written about it.

Government Required Risk Statement:

Futures, FOREX, stock, and options trading is not appropriate for everyone. There is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology has ever been developed that can guarantee profits or ensure freedom from losses. No representation or implication is being made that using any of the information provided will generate profits or ensure freedom from losses.

CFTC Rule 4.41:

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.

Trading performance displayed herein is hypothetical. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by implementing any particular trading strategy. Hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading strategy in spite of trading losses can adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

The risk of loss in trading can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. If you purchase or sell Equities, Futures, Currencies or Options you may sustain a total loss of the initial margin funds and any additional funds that you deposit with your broker to establish or maintain your position. If the market moves against your position, you may be called upon by your broker to deposit a substantial amount of additional margin funds, on short notice in order to maintain your position. If you do not provide the required funds within the prescribed time, your position may be liquidated at a loss, and you may be liable for any resulting deficit in your account.

Under certain market conditions, you may find it difficult or impossible to liquidate a position. This can occur, for example, when the market makes a “limit move.” The placement of contingent orders by you, such as a “stop-loss” or “stop-limit” order, will not necessarily limit your losses to the intended amounts, since market conditions may make it impossible to execute such orders.

General:

WealthQuant, reserves the right to make any and all changes to this Site at its sole discretion without notice. This Terms of Use Agreement shall be deemed to include all other notices, policies, disclaimers, and other terms contained in this Site; provided, however, that in the event of a conflict between such other terms and the terms of this Terms of Use Agreement, the terms of this Terms of Use Agreement shall control.

How To Contact Us:

Should you have questions or concerns about this Terms Of Use Agreement, please contact us at support@wealthquant.com.