Important Legal Notice: In order for you to access this website, you must click "I agree" to acknowledge that you have read in its entirety and are bound by the terms and conditions set forth below, which prohibit you from (1) disclosing the non-public portfolio holdings ("Portfolio Holdings"), related research, performance, portfolio manager commentary, information contained in videos, and any other information contained in the non-public website (together, the "Portfolio Holdings Information") and (2) from trading on the non-public Portfolio Holdings Information.
In order to ensure the confidentiality of non-public Portfolio Holdings Information related to the Selective Opportunity Fund, you agree to abide by these terms and conditions regarding confidentiality and trading restrictions. Please acknowledge that you have read and agree to abide by these terms and conditions by clicking "I agree". If you do not agree to abide by these terms and conditions, you will not be able to access the non-public sections of the website.
Selective Wealth Management, LLC ("Selective Wealth") may from time to time disclose Portfolio Holdings Information related to the Selective Opportunity Fund (the "Fund"), to shareholders of the Fund (each, a "Recipient"). Recipient agrees (1) to hold the Portfolio Holdings Information in strictest confidence, (2) to use the Portfolio Holdings Information only in connection with the legitimate business purpose of having a financial interest in the Fund; and (3) not to trade securities or make investment decisions based on the Portfolio Holdings Information (other than whether to invest in the Fund). Recipient shall not cause any Portfolio Holdings Information to be disclosed to any third party or reused or redistributed prior to its being made public. Recipient shall notify Selective Wealth if any of the Portfolio Holdings Information provided to the Recipient have been disclosed to any third party or reused or redistributed in violation of these terms and conditions.
These terms and conditions are supplemental to, and do not replace, any existing confidentiality agreement, if any, between Recipient and Selective Wealth. These terms and conditions shall continue in effect notwithstanding any language in any other agreement between the parties unless such other document specifically references these terms and conditions. The obligation of confidentiality and the restrictions on trading set forth herein shall survive any other agreement between Recipient and Selective Wealth and shall continue until the Portfolio Holdings Information is made public by Selective Wealth or until the Portfolio Holdings Information enters the public domain through no fault of Recipient.
These terms and conditions shall be governed and construed in accordance with the laws of the Commonwealth of Virginia, without regard to principles of conflicts of laws. These terms and conditions inure to the benefit of Selective Wealth, and Selective Wealth may enforce any rights set forth herein.