AlTi - Alvarium Tiedemann

Terms of Use

Last updated: 13 December 2022

 

1.    Introduction

Welcome to the AlTi website available at www.alti-global.com (the “Site”). The Site is operated by Alvarium Tiedemann Holdings, Inc (“AlTi”, “we”, “us” and/or “our”). Alvarium Tiedemann Holdings, Inc is a Delaware limited liability company.

 If you continue to browse and use the Site, you are agreeing to comply with and be bound by the following terms and conditions (“Terms of Use”), which together with our Privacy Policy and Cookie Policy govern our relationship with you in relation to the Site.

You should pay particular attention to the section called "Disclaimers of Liability", as this excludes or limits our legal liability in connection with your use of the Site. 

Our aim is to provide useful resources to our users, however you should not rely on opinions or advice available on or through the Site.

If you breach any of these Terms of Use, we have the right to terminate your access to the Site immediately without notice.

We reserve the right, in our sole discretion, to change, modify, add, or remove portions of these Terms of Use or the Site at any time. We suggest that you check these Terms of Use periodically for changes. The Terms of Use can be accessed from a link at the bottom of the pages of the Site. Any changes, modifications, additions to, or deletions from these Terms of Use or the Site shall be effective immediately upon posting on the Site. You acknowledge that, by using the Site after we post or implement changes to these Terms of Use or the Site, you accept and agree to be legally bound by these Terms of Use as changed. 

If you disagree with any part of the Terms of Use, please refrain from using the Site and leave the Site immediately.

 

2.    Description of Site and disclaimer

The Site is designed to provide general information about AlTi and its affiliates (each an “AlTi Group Entity”), together with services provided by certain AlTi Group Entities.

To the fullest extent permitted by law, all content posted on the Site is for informational purposes only. Nothing contained in the Site constitutes investment, legal, accounting or tax advice and you should not consider any such information on the Site to be the same. The information contained in the Site is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by any AlTi Group Entity, or any other financial product, including any investment advisory, wealth planning or trust arrangement managed or advised by any AlTi Group Entity, nor shall your being provided access to this Site form the basis of, or be relied on in connection with, any contract or investment decision. The AlTi Group Entities do not give any advice or make any representations through the Site as to whether any security or other financial product is suitable to you or will be profitable. Decisions based on information contained on the Site are the sole responsibility of the visitor. Securities transactions in the United States are effected through Alvarium MB (US) BD, LLC, member of FINRA and SIPC. You should consult with your tax and legal advisors prior to making any investments or entering into any investment advisory, wealth planning or trust arrangements, whether with an AlTi Group Entity or any other person. 

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS AND INVESTMENT STYLE IS NEITHER INDICATIVE OF NOR A GUARANTEE OF FUTURE PERFORMANCE. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. Investments are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other governmental agency. Offering documents for the issuer of any security should be read thoroughly before investing in the securities of such issuer. The brochure and other governing disclosures for an investment advisor or wealth manager should be read thoroughly before entering into any investment advisory, wealth management or trust arrangement with any person. No representation is made that any client or any other visitor of the Site will or is likely to achieve its objectives, that any AlTi Group Entity’s strategies, investment process or risk management will be successful, or that any client or visitor will or is likely to achieve results comparable to any shown or will make a profit or will not suffer losses or loss of principal. In the event that the descriptions of any security or other investment product contained herein are inconsistent with or contrary to the descriptions of such terms in the relevant offering documents, brochure or other governing disclosures, the offering documents, brochure or other governing documents will govern. None of the AlTi Group Entities makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained on this Site and nothing contained on this Site should be relied upon as a promise or representation as to past or future performance of any investment product. All information on this Site is as of the date referenced and may change materially in the future.

There are various risks you assume in relying on the Site Content (as defined below). Where Site Content is dated, that Site Content speaks only as of the date indicated. AlTi makes reasonable efforts to provide accurate Site Content, but at times may not promptly update or correct the Site Content even if it is aware that the Site Content is inaccurate, outdated, or otherwise inappropriate. AlTi may change all or any portion of the Site or Site Content at any time without notice to you. AlTi does not endorse the opinions of, or warrant the accuracy of facts or other content contributed by, any third party. 

Unless otherwise specified, all content and materials published on the Site are presented solely for your private, personal and non-commercial use. If accessing the Site or any material or content on the Site infringes any applicable law in your jurisdiction(s), you are not authorised to access or use the Site and you must cease use immediately.


3.    Availability of the Site

We take reasonable steps to make the Site available at all times, however the Site is provided “as is” and “as available”. We reserve the right to modify or discontinue, temporarily or permanently, the Site (or any part thereof), or to terminate or suspend your access thereto for any or no reason, with or without notice. You agree that we will not be liable to you or to any third party for any modification, suspension or discontinuance of, or termination or suspension of your access to, the Site, or any part thereof. 


4.    Intellectual Property Rights

a.    Site Content and Software. You acknowledge and agree that the Site may contain images, graphics, information, text, content and other materials and features, including software underlying the Site (“Site Content”), that are protected by copyright, patent, trademark, trade secret or other proprietary rights and laws. Except as expressly authorised by us, you agree not to modify, copy, reverse engineer, reverse assemble or otherwise attempt to discover any source code in the Site or Site Content, or to frame, scrape, rent, lease, loan, sell, assign, sublicense, distribute or create derivative works based on, or otherwise transfer any right or interest in the Site or Site Content, in whole or in part. In connection with your use of the Site or Site Content you will not engage in or use any data mining, robots, scraping or similar data gathering or extraction methods. If you are blocked by us from accessing the Site or any part of it (including by blocking your IP address), you agree not to implement any measures to circumvent such blocking (e.g., by masking your IP address or using a proxy IP address). Any use of the Site or Site Content other than as specifically authorised herein is strictly prohibited. The technology and software underlying the Site or distributed in connection therewith are the property of the AlTi Group Entities and their licensors. Any rights not expressly granted herein are reserved by the AlTi Group Entities and their licensors. All Site Content is provided for your personal, non-commercial use only.

b.    Trademarks. The trademarks, names and logos appearing on the Site are trademarks and service marks of the AlTi Group Entities and their licensors (collectively the “Trademarks”). Nothing in these Terms of Use or on the Site should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any of the Trademarks, without our prior written permission in each instance. The Trademarks may not be used to disparage any AlTi Group Entity or licensor, products or services of any AlTi Group Entity or third party, or in any manner (using commercially reasonable judgment) that may damage any goodwill in the Trademarks. Use of any Trademarks as part of a link to or from any web site is prohibited without AlTi’s prior written consent. All goodwill generated from the use of the Trademarks will inure to the exclusive benefit of the AlTi Group Entities and their licensors.


5.    Misuse of The Website

a.    You may use the Site for lawful purposes only. Whether inside or outside of the United States, you are solely responsible for ensuring compliance with the laws of your specific jurisdiction. You must not use the Site for any unlawful or fraudulent purposes, including, without limitation, by introducing viruses, Trojans, worms, logic bombs or other material which is malicious or technologically harmful. In particular, you must not access without authority, interfere with damage or disrupt the Site or any part of it; any equipment or network on which the Site is stored; any software used in connection with the provision of the Site; or any equipment, software or website owned or used by a third party. You must not attack the Site via a denial-of-service attack.

b.    The United States controls the export of products and information. You expressly agree to comply with such restrictions and not to export or re-export any of the Site Content to countries or persons prohibited under the export control laws. By downloading the Site Content, you are expressly agreeing that you are not in a country where such export is prohibited or are a person or entity for which such export is prohibited. You are solely responsible for compliance with the laws of your specific jurisdiction regarding the import, export, or re-export of the Site Content.

c.    The Site Content is provided with “RESTRICTED RIGHTS.” Use, duplication, or disclosure by the government is subject to the restrictions contained in 48 CFR 52.227-19 and 48 CFR 252.227-7013 et seq. or its successor. Use of the Site or Site Content by the government constitutes acknowledgement of our proprietary rights in the Site and Site Content.


6.    Third Party Websites and Materials

a.    Where the Site contains links to third party websites and resources, these links are strictly provided for your information only. To the extent such links contain any information about any AlTi Group Entity’s investment advisory services, AlTi and its affiliates have not reviewed, endorsed, approved, or involved itself with respect to the preparation of the information contained in these websites and are not responsible for their availability, accuracy or content or for any loss or damage that may arise out of your use of them. When you access any other website you understand that it is independent from us and that we have no control over the content or availability of that website. Access to third party websites is entirely at your own risk. You should read any terms and conditions applying to the use of any third party website that you visit and address any complaints or queries relating to such websites to the operator of that website. Please be aware that a link to any other website does not mean that we endorse or approve of or accept any responsibility for the content, or the use of, such a website. Under no circumstances will we be liable in any way for any information, advice, content or materials of any third party website, including, but not limited to, for any errors or omissions in any content, or for any loss or damage of any kind incurred as a result of the use of any such content. 

b.    You may not use any part of the Site on any other website or link any other website to the Site without our prior written permission.


7.    Disclaimer and Limitation of liability

a.    The provisions of this section 7 should be read carefully as they exclude or limit our legal liability in connection with your use of the Site.

b.    ALTI, ITS AFFILIATES, THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, SUPPLIERS AND LICENSORS (COLLECTIVELY, THE “ALTI PARTIES“) MAKE NO WARRANTIES OR REPRESENTATIONS ABOUT THE SITE CONTENT, INCLUDING BUT NOT LIMITED TO ITS ACCURACY, RELIABILITY, COMPLETENESS, TIMELINESS OR RELIABILITY. THE ALTI PARTIES SHALL NOT BE SUBJECT TO LIABILITY FOR THE TRUTH, ACCURACY OR COMPLETENESS OF THE SITE CONTENT OR ANY OTHER INFORMATION CONVEYED TO THE USER OR FOR ERRORS, MISTAKES OR OMISSIONS THEREIN OR FOR ANY DELAYS OR INTERRUPTIONS OF THE SITE CONTENT FROM WHATEVER CAUSE. YOU AGREE THAT YOUR USE THE SITE AND THE SITE CONTENT ARE AT YOUR OWN RISK.

c.    THE ALTI PARTIES DO NOT WARRANT THAT THE SITE WILL OPERATE ERROR‑FREE OR THAT THE SITE, ITS SERVER, OR THE SITE CONTENT ARE FREE OF COMPUTER VIRUSES OR SIMILAR CONTAMINATION OR DESTRUCTIVE FEATURES. IF YOUR USE OF THE SITE OR THE SITE CONTENT RESULTS IN THE NEED FOR SERVICING OR REPLACING EQUIPMENT OR DATA, NO ALTI PARTY SHALL BE RESPONSIBLE FOR THOSE COSTS. THE SITE AND SITE CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT ANY WARRANTIES OF ANY KIND. THE ALTI PARTIES DISCLAIM ALL WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OF TITLE, MERCHANTABILITY, NON‑INFRINGEMENT OF THIRD PARTIES RIGHTS, AND FITNESS FOR PARTICULAR PURPOSE.

d.    IN NO EVENT SHALL ANY ALTI PARTY BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, INCIDENTAL AND CONSEQUENTIAL DAMAGES, LOST PROFITS, OR DAMAGES RESULTING FROM LOST DATA OR BUSINESS INTERRUPTION) RESULTING FROM THE USE OR INABILITY TO USE THE SITE OR THE SITE CONTENT, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, EVEN IF SUCH ALTI PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

e.    SOME STATES DO NOT ALLOW THE DISCLAIMER OR EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, IN SUCH STATES, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU OR BE ENFORCEABLE WITH RESPECT TO YOU, AND THE LIABILITY OF THE ALTI PARTIES SHALL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY LAW.


 8.    Confidentiality

We are unable to guarantee the confidentiality or security of any data passing via the Site. Accordingly, your use of the Site is at your own risk.


9.    General Terms

These Terms of Use contain the entire agreement between us and you with respect to their subject matter. The AlTi Parties are entitled to rely on, and enforce these Terms of Use against you as if they were a party to them. Otherwise, a person who is not a party to these Terms of Use has no rights under them. If any provision of this Agreement is found to be invalid by any court having competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of this Agreement, which shall remain in full force and effect.  Failure of any AlTi Group Entity to act on or enforce any provision of the Agreement shall not be construed as a waiver of that provision or any other provision in this Agreement. No waiver shall be effective against an AlTi Group Entity unless made in writing, and no such waiver shall be construed as a waiver in any other or subsequent instance.

 

10. Applicable Law and Jurisdiction

These Terms of Use, and any disputes arising out of or in connection with them (including non-contractual disputes), are governed by the internal substantive laws of the State of Delaware, without respect to its conflict of laws provisions. You expressly agree to submit to the exclusive personal jurisdiction of the state and federal courts sitting in the City of Wilmington in the State of Delaware.

 

11. Contact Us

If you have any questions, please contact us at info@tiedemannadvisors.com

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