Daniel | Wealth Management

Terms & Conditions

PLEASE READ THE TERMS OF USE BELOW PRIOR TO USING THE SITE. IF YOU DO NOT AGREE OR UNDERSTAND THESE TERMS, DO NOT USE THIS SITE.

By accessing the Daniel Investment Associates, LLC (DIA) web site, you signify your agreement to these terms and conditions of use. If you do not agree to these terms of use, please do not use the website. DIA reserves the right, at its discretion, to change, modify, add, or remove any portion of these terms at any time. Therefore, you should periodically check these terms for changes. Your continued use of the DIA web site following the posting of changes to these terms will signify your acceptance of those changes.


Unauthorized use of web sites and systems of DIA, including but not limited to unauthorized entry into DIA systems, misuse of passwords, or misuse of any information originating from this site, is strictly prohibited. Use of this Site may be monitored, tracked and recorded. Anyone using this Site expressly consents to such monitoring, tracking and recording. It is the user’s responsibility to become familiar with the current version of the Terms of Use posted on the Site during each viewing / use of the Site.

NO SOLICITATION OR OFFER TO PROVIDE LEGAL, TAX, INVESTMENT OR ANY OTHER FORM OF PROFESSIONAL SERVICE. OFFER AND AGREEMENT TO PROVIDE SERVICES IS MADE BY WRITTEN DIA INVESTMENT ADVISORY CONTRACT ONLY.

This Site and its content are for informational, illustration and discussion purposes only. Neither the information nor any opinion imputed or contained on this Site constitutes a solicitation or an offer to provide legal, tax or investment advice. Services provided by DIA are provided and agreed to only by written contract as contained in a DIA Investment Advisory Agreement. DIA is not using this Site to provide any form of professional (legal, tax, investment or otherwise) advice, and no information or material on this Site may be relied upon for the purpose of making or communicating investment or other decisions or taking any action whatsoever. Any decisions based on information contained in this Site are the exclusive responsibility of the user, and in exchange for using this Site, you agree to hold DIA harmless from any and all claims for damages arising from any decisions that you may make based on information provided, inferred or imputed from use of the DIA website.

DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITY

This site and all content is subject to change at any time and is being provided by us or third parties “as is” without any warranty or condition, and without the undertaking of any duty of any kind, express, implied, inferred, imputed, statutory or otherwise, including but not limited to any warranty or condition of merchantability, fitness for a particular purpose, non-infringement or any duty of workmanlike effort or lack of negligence. The entire risk as to satisfactory quality, performance, accuracy and effort in this site is with you the user. You agree that you will obtain any content at your own risk.


Although we intend to take reasonable steps to prevent the introduction of any and all malware or other destructive materials and applications to our site, we and third parties do not guarantee or warrant that our site are free from such destructive materials, malware and / or applications. We and third parties are not liable to you on any legal basis for any damages or harm resulting from such materials, malware and / or applications. We and third parties are not liable to you on any legal basis for any incidental, direct, indirect, punitive, actual, consequential, special, exemplary or other damages, including without limitation, loss of revenue or income, lost profits, pain and suffering, emotional distress, cost of substitute goods or services or similar damages suffered or incurred by you that results from your use of this site or your breach of any provision of these terms of use, even if we have been advised of the possibility of such damages.


In the event of any problem with this site or any content, you agree that your sole remedy is to cease using this site and that DIA is fully indemnified as use and access to this site is done completely and entirely at users own risk.

WEB CONTENT & MATERIALS

All information and materials contained on this Website are provided “as is”. DIA does not warrant the accuracy, adequacy, or completeness of any such information or materials, and expressly disclaims liability for errors or omissions in such information and materials. All information presented on this Site are meant to be reviewed in their entirety, including any disclosures, legal disclaimers and restrictions. They apply to any partial document or material in the same manner as they do to the whole, and will be deemed incorporated in the portion of any material or document that you review.

GOVERNING LAW; STATE OF CALIFORNIA

These Terms of Use, and any issues relating to the information available on this Site, are to be governed exclusively within jurisdiction of the laws of the State of California, excluding the application of its conflicts of law rules, and the federal laws of the United States, to the extent applicable. The use of this Website constitutes your irrevocable agreement that the federal and state courts located in California have the sole and exclusive jurisdiction over any dispute relating to this Site and any and all opinions, information or other material contained in it.

NOTE TO NON-US USERS

This Site is controlled by DIA from offices in the United States of America. If you choose to access this Site from locations outside the U.S. you do so at your own risk and you are exclusively and entirely responsible for compliance with any local laws. You may not use or export anything from the Site in violation of U.S. export laws, regulations, or these DIA Terms of Use.

EFFECTIVE DATE OF TERMS OF USE
 

These Terms of Use are effective as of June 7, 2017. We (DIA) may change or update these Terms of Use at any time. Please refer back to the Terms of Use prior to each use / access of this website in order to view the current Effective Date. Each time you access the DIA Site you are expressly agreeing to the Terms and Conditions as established herein.

Daniel | Wealth Management

923 Saint Vincent Avenue, Suite B,

 Santa Barbara, California, 93101