NO SECURITIES OFFERING OR INVESTMENT ADVICE
The information on this Website (the “Information”) is not intended as and does not constitute investment advice or an offer of investment advice, legal or tax advice, an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The Information should not be construed as IPI’s endorsement, recommendation or sponsorship of any company or security. There are inherent risks in relying on, using or retrieving the Information, including but not included to the risk that any such Information is or becomes untimely, is or becomes erroneous due to technical or other errors, is incomplete, and/or other risks related to the display, source or accuracy of the Information, including risks that may be currently unknown to IPI. You should carefully evaluate all Information, and you should seek the advice of professionals, as appropriate, to evaluate any data, Information, product or service.
Private funds or other private investments sponsored, managed, recommended and/or advised by IPI are not offered through the Website. An offer regarding any private investment may be made only after you have received from IPI applicable subscription documentation and other legal documents concerning the investment at issue and have had the opportunity to discuss all matters concerning the prospective investment with your counsel and any other relevant advisers. The Website does not provide Information material to an investor’s decision to invest in any such investment, including, but not limited to, risk factors.
IMPORTANT PORTFOLIO AND PERFORMANCE INFORMATION
Portfolio Information (including the Information contained in any user-generated report) is based on data received from custodians, or in the case of limited partnership (or other private investment vehicles) or private placement positions, inputted data received from these entities or their designated administrators. The values and performance presented for private investment vehicles are preliminary, unaudited and subject to change. The Information provided may be subject to timing, reconciliation, or other differences as compared to information reported by your custodians or other investment vehicles. Please refer to information provided directly to you from your custodians and investment vehicles as the primary source for holdings, cost basis and transactional data. If you feel you are not receiving any custodial statements or investment vehicle reports for assets managed by IPI, please contact your IPI client team promptly.
The Information provided for your portfolio may also include unmanaged assets and brokerage or other investment accounts not managed by IPI. Users that have provided access to Information about assets not managed by IPI will see returns reflective of the Information provided.
Net performance results reflect the deduction of advisory fees, brokerage or other commissions, and any other expenses. Performance results reflect the reinvestment or payment of dividends and other earnings.
Any market or composite indices presented on the Website or included in a report are for informational purposes only. They should not be interpreted as a direct comparison to any strategies used by IPI to manage accounts or investments.
Past performance is not indicative of nor a guarantee of future returns. Investing in securities involves risk of loss.
PERSONAL AND NON-COMMERCIAL USE LIMITATION
By accessing the Website, you represent and warrant that you have reviewed, and agree to be bound by, IPI’s Privacy Notice and all policies described therein. IPI’s Privacy Notice is available by clicking here or upon request
As you navigate this website, certain passive information may also be collected or have been collected in the past 12 months, including internet protocol (“IP”) addresses, cookies, navigational data, the name of the domain and host from which you access the Internet, the browser software you use and your operating system, the date and time you access our Website, and the Internet address of the website from which you linked directly to our Website. We may use such information collected from you and other users to perform statistical analyses of user behavior and characteristics. These aggregated statistics may be used to improve this Website and for other internal business purposes.
We may use, and have used within the past 12 months, cookies and related technologies to store information such as which of our web pages you have visited and other session information so that we can better understand how the Website is used, resolve technical problems, monitor traffic, and enhance your experience at this Website. A cookie is set in order to identify you; tailor our Website to you; measure and research the effectiveness of our Website’s features and offerings; and authenticate users for registered services. You have the ability to delete cookies from the electronic device you use to access our Website at any time by clicking on the Privacy or History tab typically found on the Settings or Options menu in your Internet browser. However, please be advised that cookies may be necessary to provide access to some of the features of our Website. We may also use and have used within the past 12 months third-party analytics services to collect information regarding visitor behavior and visitor demographics on our website.
For the purposes of European data protection law, IPI is the “data controller” of the personal information referred to in this document.
The data we collect from you via this website will be processed and stored at destinations outside the European Economic Area (the “EEA”) including, without limitation, in the United States. It will also be processed by staff operating outside the EEA who work for us. To fulfill the purposes described in this policy, your personal information may be transferred (a) among IPI and its affiliates, and (b) to legal and other professional advisors of IPI and its affiliates.
You may access, correct or delete the personal data we collect through this Website. You may object, at any time, to the further processing of your personal data, and also may receive your personal data in a structured and standard format. You may exercise your rights by contacting us as set forth on this Website.
Individuals located in the EEA have the right to lodge a complaint relating to privacy or data protection with a supervisory authority of the EEA state where they live or where any alleged infringement of data protection laws occurred. A list of the supervisory authorities can be found here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.
DISCLAIMERS AND LIMITATION OF LIABILITY
THE DATA, INFORMATION, PRODUCTS AND SERVICES PUBLISHED ON THE WEBSITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS AND THE RESULTS OBTAINED THEREFROM ARE NOT GUARANTEED BY IPI OR ANY PERSONS CREATING OR TRANSMITTING SUCH DATA, INFORMATION, PRODUCTS AND/OR SERVICES. IPI AND/OR ITS RESPECTIVE THIRD-PARTY SERVICERS AND/OR SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE CONTENT AND OPERATION OF THE WEBSITE AT ANY TIME WITHOUT NOTICE. THE WEBSITE MAY BE TEMPORARILY UNAVAILABLE FROM TIME TO TIME DUE TO REQUIRED MAINTENANCE, TELECOMMUNICATIONS INTERRUPTIONS OR OTHER REASONS.
IPI AND/OR ITS THIRD-PARTY SERVICERS AND/OR SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE DATA, INFORMATION, PRODUCTS AND SERVICES CONTAINED ON THIS WEBSITE FOR ANY PURPOSE. ALL SUCH DATA, INFORMATION, PRODUCTS AND SERVICES ARE PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND. IPI AND/OR ITS RESPECTIVE THIRD-PARTY SERVICERS AND/OR SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS DATA, INFORMATION, PRODUCTS AND SERVICES, INCLUDING ALL IMPLIED WARRANTIES AND CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT AND AVAILABILITY.
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OWNERSHIP OF CONTENT
The Website and all of its content (except for investor-specific data and other content owned by individual users), including but not limited to all text, graphics, charts, audio, logos, images, data compilations, icons, code and software (“Content”), are the property of IPI and/or its third-party servicers and/or suppliers and are protected by U.S. and international copyright laws, with all rights reserved unless otherwise noted. All registered and unregistered trademarks and service marks of IPI are proprietary to IPI. If the Website includes any trademarks, service marks, trade names or logos of any third parties, such items are the proprietary marks and names of their respective owners and are protected by applicable trademark and intellectual property laws.
Without limiting the foregoing, you are prohibited from using any of IPI’s copyrighted material or trademarks for any purpose, including, but not limited to, use as metatags, links or otherwise on any website, without the prior written permission of IPI. You may not remove any copyright, trademark or other proprietary notice or legend contained on or printed from the Website.
REFERENCES TO PUBLICATIONS AND OTHER COMPANIES
References to any publication or any other company in the Website are for reference and informational purposes only and are not intended to suggest that any of such companies endorse, recommend or approve of the services, analysis or recommendations of IPI or that IPI endorses, recommends or approves the services or products of such companies.
MODIFICATION AND MONITORING OF WEBSITE
TERMINATION AND CANCELLATION
IPI may modify or terminate the Website and terminate your access to the Website without notice at any time and for any reason.
JURISDICTIONAL ISSUES AND APPLICABLE LAW
Unless otherwise specified, IPI controls and operates the Website from its offices within Illinois, United States of America. IPI does not claim that materials in the Website are appropriate or available for use in locations other than Illinois. If you choose to access the Website from other locations, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.
Information on this website is for informational purposes only and is not an offer or solicitation with respect to the purchase or sale of any security. SEC registration does not imply any level of skill or training or approval by the SEC. The content contained on this site is provided to users “AS IS” without an express or implied warranty.
Nothing on this website is intended as marketing of any fund in the United Kingdom or any member state of the European Economic Area within the meaning of the Directive 2011/61/EU on Alternative Investment Fund Managers.
Assets under management are calculated using net asset value plus uncalled capital commitments of all ICONIQ or Iron Point Partners accounts and funds (as applicable) including, in each case, IPI assets, as of a recent date. Such figures are approximate, unaudited and subject to change.