For the purpose of this agreement a User is an individual who uses our website to evaluate our service, or for educational purposes and a Client is an individual who signs our Client Agreement that entitles the Client to have her or his investment portfolio managed by Nest Wealth.
In order to access certain features of Nest Wealth, you must register to create an account ("User Account"). When you register, you will be asked to provide you email address and eventually asked to choose a password, which you will be required to use to access your User Account in the future.
You are responsible for safeguarding your password and other User Account information. You agree not to disclose your password to any third party and you will notify Nest Wealth immediately if your password is lost or stolen or if you suspect any unauthorized use of your User Account. As a User you agree that you shall be solely responsible for any activities or actions under your User Account, whether or not you have authorized such activities or actions. You agree that the information you provide to us on account registration through our will be true, accurate, current, and complete.
By creating a User Account, you automatically sign up for various types of alerts via e-mail and mobile notification We never include your password in these communications, but we may include your name, or email address and information about your portfolio(s) if you are a Client. Anyone with access to your e-mail or mobile device will be able to view these alerts. You may unsubscribe from marketing oriented emails at any time.
You understand and acknowledge that the investment results you could obtain from investment information and financial insights provided by Nest Wealth cannot be guaranteed and that Nest Wealth cannot be held responsible. All investments entail a risk of loss and that you may lose money. Investment management services may be offered to individuals who become clients, at the sole discretion of Nest Wealth. Your election to engage our investment management services are subject to your acceptance of the separate Client Agreement and related fee schedule.
You agree and understand that your use of Nest Wealth as a User is for educational purposes only and is not intended to provide legal, tax or financial planning advice. You agree as a User that you are responsible for your own investment research and investment decisions, that Nest Wealth is only one of many tools you may and that you should not and will not rely on Nest Wealth as the primary basis of your investment decisions and, except as otherwise provided for herein, Nest Wealth will not be liable for decisions/actions you take or authorize third parties to take on your behalf based on information you receive as a User of Nest Wealth or information you otherwise see on our website.
Your use of Nest Wealth, and the personal information you provide is at your sole discretion and risk. Nest Wealth and all materials, information, products and services included therein, are provided on an AS IS and AS AVAILABLE basis without warranties of any kind from Nest Wealth.
NEST WEALTH EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS, IMPLIED OR STATUTORY, RELATING TO NEST WEALTH, CONTENT AND/OR USER INFORMATION. NEST WEALTH DISCLAIMS ANY WARRANTIES, EXPRESS OR IMPLIED:
No advice or information, whether oral or written, obtained by you from Nest Wealth, shall create any warranty not expressly stated in this Agreement. If you choose to rely on such information, you do so solely at your own risk.
IN NO EVENT SHALL NEST WEALTH OR ANY OF ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU FOR ANY DAMAGES WHATSOEVER, INCLUDING WITHOUT LIMITATION INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF NEST WEALTH, CONTENT AND/OR USER INFORMATION, INCLUDING BUT NOT LIMITED TO THE QUALITY, ACCURACY, OR UTILITY OF THE INFORMATION PROVIDED AS PART OF OR THROUGH NEST WEALTH OR FOR ANY INVESTMENT DECISIONS MADE ON THE BASIS OF SUCH INFORMATION, WHETHER THE DAMAGES ARE FORESEEABLE AND WHETHER OR NOT NEST WEALTH HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
You may request termination of your User Account at any time and for any reason by sending an email to [email protected]
You agree you will:
You agree you won't:
You agree the only way to provide us legal notice is at the address provided in Section in this agreement.
Nest Wealth is only available for use in Canada. We make no representation that Nest Wealth is appropriate or available for use outside Canada. Similarly, we make no representations that accessing Nest Wealth from locations outside Canada is legal or permissible by local law. If you access Nest Wealth from areas outside Canada, you do so at your own risk and are yourself responsible for compliance with local laws.
This Agreement is the entire agreement between you and us with respect to Nest Wealth, and your use of our website, and supersedes all prior or contemporaneous communications and proposals (whether oral, written or electronic) between you and us. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect. The failure of either party to exercise in any respect any right provided for herein shall not be deemed a waiver of any further rights hereunder.
You understand and agree that we act as an investment adviser for Clients and will continue to do so. We and our personnel may make recommendations and take action for Clients that may differ from the recommendations we give to you or the action we take on your behalf.
In addition, our personnel may take actions for their own accounts based on their own investment situations that differ from the recommendations we give you or actions we take on your behalf.
Your feedback is welcome and encouraged. You may submit feedback by emailing us at [email protected] You agree, however, that (i) by submitting unsolicited ideas to Nest Wealth or any of its employees or representatives, by any medium, including but not limited to email, written, or oral communication, you automatically forfeit your right to any intellectual property rights in such ideas; and (ii) such unsolicited ideas automatically become the property of Nest Wealth. You hereby assign and agree to assign all rights, title, and interest you have in such feedback and ideas to Nest Wealth together with all intellectual property rights therein. In addition, you warrant that all moral rights in any feedback have been waived, and you do hereby waive any such moral rights.
You can also contact Nest Wealth by phone at 647-725-2559 or via physical mail at:
Nest Wealth Inc.
672 Dupont Street, Suite 310
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