Important Information

Terms of Service
and Disclosures

Partners Advisory, LLC
Acceptance

Agreement to these terms.

These Terms of Service and Disclosures (“Terms”) govern your access to and use of this website, operated by Partners Advisory, LLC (“Partners Advisory,” the “Firm,” “we”). By accessing or using this website you agree to these Terms. If you do not agree, do not use the website. Access to the Partners Advisory Partner Portal is governed by separate written agreements, which control over these Terms for Portal users.

Status

Not a broker-dealer; no offer; no advice.

Partners Advisory, LLC is a Delaware limited liability company. Partners Advisory is not a registered broker-dealer and is not a member of FINRA or SIPC. Securities-related services are provided by a FINRA-registered U.S. broker-dealer (the “Representing Broker-Dealer”), a broker-dealer registered with the U.S. Securities and Exchange Commission and a member of FINRA and SIPC — not by Partners Advisory, LLC.

This website is provided for general informational purposes only. Nothing on it constitutes an offer to sell or a solicitation of an offer to buy any security, a recommendation of any security, issuer, or transaction, or investment, legal, accounting, or tax advice. You should consult your own professional advisers before making any investment decision. Our full disclosures are set out on the Disclosures page, which forms part of these Terms.

Eligibility

Who this website is for.

This website is directed at institutional investors, accredited investors (as defined in Rule 501 of Regulation D under the Securities Act of 1933), family offices, and comparable non-U.S. professional counterparties. It is not directed at the retail public, and nothing on it is directed at any person in any jurisdiction where such direction would be unlawful. By using this website you represent that you fall within an eligible category or are accessing it for general informational purposes only.

Intellectual Property

Our marks and content.

The Partners Advisory name, the seven-sphere mark, the tagline “Independent, together.”, and all content on this website are the property of Partners Advisory, LLC or its licensors and are protected by applicable intellectual-property laws. You may view and print pages for your own informational use; any other reproduction, distribution, or use requires our prior written consent.

No Reliance

No warranty; limitation of liability.

This website and its content are provided “as is” and “as available,” without warranty of any kind, express or implied, including any warranty of accuracy, completeness, merchantability, fitness for a particular purpose, or non-infringement. Content may be incomplete, out of date, or superseded, and we are under no obligation to update it. Any forward-looking statements reflect intentions and assumptions as of their date and are subject to change without notice.

To the fullest extent permitted by law, Partners Advisory, LLC, its Members, and its affiliates shall not be liable for any indirect, incidental, consequential, special, or punitive damages, or for any loss of profits, revenue, data, or opportunity, arising out of or relating to your use of, or inability to use, this website, even if advised of the possibility of such damages. Nothing in these Terms excludes liability that cannot lawfully be excluded, including liability arising under the U.S. federal securities laws.

Third Parties

Links and third-party content.

This website may link to third-party websites, including FINRA, SIPC, and BrokerCheck, and to disclosure documents maintained by the Representing Broker-Dealer. Such links are provided for convenience only; we do not control and are not responsible for third-party content, and a link does not imply endorsement.

General

Governing law and changes.

These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-laws principles, and any dispute arising out of these Terms or your use of this website shall be subject to the exclusive jurisdiction of the state and federal courts located in Delaware. We may revise these Terms at any time by posting an updated version with an updated date; continued use of the website after a revision constitutes acceptance. If any provision of these Terms is held unenforceable, the remaining provisions remain in effect. Questions may be directed to legal@partnersadvisory.com.