Legal
The master compliance statement for investaccess.com: who InvestAccess is, who it is not, and how to read anything published here.
Last updated: [DATE].
Who we are. InvestAccess is operated by [LEGAL ENTITY NAME] ("InvestAccess", "we", "us"). InvestAccess is a marketing, technology, and services company. We build and operate marketing systems and software, and we publish an investor education newsletter.
Who we are not. InvestAccess is not a broker, a dealer, a placement agent, a finder, an underwriter, an investment adviser, a funding portal, or the issuer of any security. We are not in the business of effecting transactions in securities for the account of others. We do not handle, hold, custody, or direct investor funds in connection with any offering.
No offer and no solicitation. Nothing on this website, in our newsletter, in our advertising, or in any other communication from us is an offer to sell, or a solicitation of an offer to buy, any security, nor is it a recommendation of any security. We do not name, describe, link, or promote any specific live securities offering, and we do not state deal terms or target or projected returns for any offering.
No advice. Nothing we publish is investment advice, legal advice, tax advice, or accounting advice, and nothing we publish should be relied upon for any investment decision. We do not provide individualized advice and do not recommend any security to any person. You should consult your own licensed professionals before making any decision.
Our services and our fees. We provide marketing and technology deliverables, which may include a video sales letter, paid advertising, a CRM, email and SMS follow up, calendar booking, an accreditation verification workflow, and software. We are paid flat fees for a defined scope of deliverables. Our compensation is not a success fee, is not a commission, is not a finder's fee, and is not contingent on or calculated by reference to any capital raised. We do not raise capital and do not solicit investors.
Client responsibility. Each client is the issuer of and is solely responsible for its own securities offering, including the legality of the offering, the offering documents, investor eligibility and accreditation, and engaging its own securities counsel and, where required, its own registered broker-dealer. Any specific offering belongs to the client and is conducted entirely through the client's own compliant process, not through InvestAccess.
Performance and track record. Any figures describing capital reflect capital facilitated by clients using our marketing and technology services. Such figures are not investor returns, are not a forecast, and are not a guarantee of any result for any client. Individual client results vary and depend on many factors outside our control, including market conditions and the client's own offering, team, and execution.
Testimonials. Testimonials and case studies reflect the experiences of specific clients and are not representative of all clients. They are not a guarantee of future performance or results, and your results may differ. Testimonials are not investment advice and are not a solicitation to invest in any security.
Forward-looking statements. Some content may contain forward-looking statements about plans, expectations, or potential outcomes. Forward-looking statements are not guarantees, are subject to risks and uncertainties, and actual outcomes may differ materially.
Third-party links and content. We may link to third-party websites or reference third-party content for convenience and education. We do not control and are not responsible for third-party content, and a link is not an endorsement.
Newsletter. Our investor education newsletter is editorial, educational, impersonal, and broadly circulated. It is not personalized advice, is not a solicitation, and does not promote any specific live offering. Where a client or a client's company is mentioned, the paid relationship is disclosed.
Contact. Questions about these disclosures can be sent to [CONTACT EMAIL], or by mail to [LEGAL ENTITY NAME], [POSTAL ADDRESS].
About this draft
This document is a draft for attorney review and is not legal advice. Bracketed values such as [LEGAL ENTITY NAME], [POSTAL ADDRESS], [CONTACT EMAIL], [GOVERNING LAW], and [DATE] are placeholders to be finalized before publication. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security.