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Terms and Conditions

Terms and Conditions

By using this website, you hereby consent to the following terms of use without limitation or qualification. Please read these terms of use carefully before using this website. If you do not agree to these terms, do not use this website. Lionshare Partners may at any time revise these terms and the terms of the access to and use of such information and materials by updating this posting. You are bound by any such revisions and accordingly you should periodically visit this page to review the then current terms and conditions to which you are bound. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Nothing contained on this website is intended to be or should be construed as legal, tax, investment or any other advice. Past performance does not guarantee future performance.  Please refer to Lionshare Partners’ privacy policy. Lionshare Partners files form ADV, Part I with the State of California annually and its form ADV, Part II and Schedule F are available upon request at any time.

The information provided on this website is provided for informational purposes only. The information provided on this website is “AS IS” in all respects.  While Lionshare Partners seeks to provide accurate and timely information, there may be unintentional technical or factual inaccuracies and typographical errors, for which we apologize and are not responsible. We reserve the right to make changes and corrections at any time, without notice. The information provided on this website is provided without warranties of any kind, either expressed or implied, and Lionshare Partners disclaims all warranties, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Lionshare Partners does not warrant, either expressly or impliedly, the accuracy, timeliness or completeness of the information, text, graphics, links or other items contained on this website, and Lionshare Partners expressly disclaims all liability for errors and omissions in these materials and for the use or interpretation by others of information contained on this website. Neither Lionshare Partners nor any of its affiliates, directors, officers or employees, nor any third party vendor retained by Lionshare Partners, will be liable or have any responsibility of any kind for any loss or damage whatsoever that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Lionshare Partners or of any vendor providing software or support services for this website. In no event will Lionshare Partners, its affiliates or any such parties be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Lionshare Partners or any other party have been advised of the possibility thereof.

Nothing contained in Lionshare Partners’ website constitutes legal, tax, investment or any other advice. Neither the information nor any opinion contained in this website constitutes a solicitation or offer by Lionshare Partners or its affiliates to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Decisions based on information contained on Lionshare Partners’ website are the sole responsibility of the user, and in exchange for using Lionshare Partners’ website, you agree to hold Lionshare Partners harmless from and against any claims for damages arising from any decisions that you may make based on such information. All information posted on this website is current only as of the date of its posting, and Lionshare Partners undertakes no obligation to update any information to reflect events or circumstances after the date of such posting.  All materials on this website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions, disclosures, or hedge clauses which may 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 consult or download.

This website is owned and operated by Lionshare Partners, LLC. Permission is granted to display and navigate this website with a computer using HTML browser software, solely for personal, non-commercial use. Any commercial or public use of this website or any portion hereof is strictly prohibited.

No materials from this website may be copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way. You may download material displayed on this website for non-commercial, personal use only, provided you also retain all copyright and other proprietary notices contained on the materials. You may not distribute, modify, transmit, reuse, repost, or use the content of this website, including any text, images, audio or video, for public or commercial purposes, without Lionshare Partners’ prior written permission. Modification or use of the materials for any other purpose violates Lionshare Partners’ intellectual property rights.

Lionshare Partners neither warrants nor represents that your use of materials displayed on this website will not infringe on the rights of third parties not owned by or affiliated with Lionshare Partners.

Electronic mail (email) submitted to this website should be considered neither secure nor confidential. Lionshare Partners makes no representation whatsoever concerning the security or confidentiality of your email messages and specifically makes no representation that any email message submitted through this website will be received by Lionshare Partners.

Any communications or material you transmit to this website by electronic mail or otherwise, including data, questions, comments or suggestions, will be treated as nonconfidential and nonproprietary and will become the property of Lionshare Partners or its affiliates. Lionshare Partners shall have the right to use any such communications or material for any purpose, including, but not limited to, reproduction, disclosure, transmission, publication, broadcast and posting. Furthermore, Lionshare Partners is free to use any ideas, concepts, know-how or techniques contained in any communication you send to this website for any purpose whatsoever, including, but not limited to, developing and marketing products using such information.

If you choose to submit personally identifiable information — your name, address, date of birth, marital status, salary, performance reviews, etc. — to Lionshare Partners via this website for the purposes of applying for a job, you will do so on a website that is hosted and maintained in the United States. Any information you provide may be used by Lionshare Partners or its agents for the purpose of reviewing your application and determining whether you should be offered an interview or job by Lionshare Partners. In addition, the information you provide may be used by Lionshare Partners or its agents to carry out background checks on you in connection with your application. This use and disclosure of personal data may involve the transfer of personal data to countries outside the United States or your country of residence. It is the policy of Lionshare Partners to make every commercially reasonable effort to ensure that the information that is recorded and retained is accurate and relevant and that it is stored and managed in a secure environment. You have the right at any time to return to the website to review the personal data provided by you and to make any necessary corrections or changes to that data. It is your responsibility to make any necessary changes to your personal data so that accurate records can be maintained. Examples of changes include change of name, address, phone number, marital status, number of dependents or educational qualifications. Even if we determine that Lionshare Partners has no appropriate positions for you at the time of your application, we will retain your personal data for the minimum period required by law.

Lionshare Partners, LLC owns and operates this website. All trademarks, service marks, trade names, and logos displayed on this website are proprietary to Lionshare Partners, except as explicitly noted below under Ownership of Other Materials. Nothing contained on the website should be construed as granting, by implication, estoppel or otherwise, any license or right to use any trademark displayed on this website without the written permission of Lionshare Partners or such third party that may own the trademarks displayed on this website. Your use of the trademarks displayed on this website, except as provided herein, is strictly prohibited.

Images displayed on this website are either the property of, or used with permission by, Lionshare Partners. The use of these images by you, or anyone else authorized by you, is prohibited unless specifically permitted herein. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statutes. If you download any information or software from this website, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.

Should you leave this website via a link contained herein, and view content that is not provided by Lionshare Partners, you do so at your own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by Lionshare Partners. Lionshare Partners is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such website, whether actual, alleged, consequential or punitive. Lionshare Partners makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

Lionshare Partners controls and operates this website from its offices within the State of California, United States of America. Lionshare Partners makes no representations that materials on the website are appropriate or available for use in other locations, and access to them from territories where there content is illegal is prohibited. Those who choose to access this website rom other locations do so on their own initiative and are responsible for compliance with applicable local laws.  You may not use nor export the materials on this website in violation of U.S. export laws and regulations.

The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Lionshare Partners or its affiliates to any registration requirement within such jurisdiction or country. The laws of the State of California govern these terms or use. If you take legal action relating to these terms of use, you agree to file such action only in the State of California.

If any provision of these terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these terms and will not affect the validity and enforceability of the remaining provisions. The preceding terms of use represent the entire agreement between Lionshare Partners and the user relating to the subject matter herein.

In response to the terrorist attacks on September 11, 2001, the US Congress passed the USA Patriot Act (the “Act”).  Parts of the Act apply to the financial services industry and require certain financial institutions to request specific information from clients.  The Act imposes a series of new anti-money-laundering requirements on brokerage firms and other financial institutions.
Under the Act and other regulations, financial services firms must establish a compliance program, which includes policies and procedures to detect and report suspicious transactions to the government, as well as ensure compliance with the new laws.  Firms must also implement specialized employee training programs, designate a special compliance officer and conduct independent audits of the effectiveness of the compliance program.

The regulations also impose new requirements regarding client information and verification of that information.  Financial services firms are required to verify the identity of the clients with whom they do business, determine the source of funds in a client’s account and obtain the information about a client’s wealth.
As part of our compliance with the Act and in support of the fight against money laundering around the world, we may ask clients for additional information and documentation about certain accounts and transactions.  This information may be used to verify client identity.

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