June 22, 2025

Terms

Terms of Service

Welcome to CapVest! By accessing or using our services, you agree to comply with and be bound by these Terms of Service. Please read them carefully.

1. Acceptance of Terms

These Terms of Service constitute a legally binding agreement between you and CapVest. By accessing our website, you acknowledge that you have read, understood, and agree to be bound by these Terms in their entirety. If you do not agree to these Terms, you must not access or use our services.

2. Services Offered

CapVest provides investment advisory services, portfolio management, financial planning, and related investment-related services. We strive to offer our clients effective strategies to achieve their financial goals.

3. Eligibility

To use our services, you must be at least 18 years of age and legally able to enter into contracts. By using our services, you represent and warrant that you meet these eligibility requirements.

4. Account Registration

To access certain features of our services, you may be required to register for an account. You agree to provide accurate and complete information during the registration process and to update such information to keep it accurate, current, and complete. You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account.

5. User Obligations

As a user of our services, you agree to:

  • Provide true, accurate, and complete information as prompted by the registration process.
  • Update your information promptly if it changes.
  • Maintain the confidentiality of your account password.
  • Notify us immediately of any unauthorized use of your account or any other breach of security.
  • Accept full responsibility for all activities that occur under your account.

6. Investment Risks

Investing in financial markets involves risks, including loss of principal. You should carefully consider whether investing is suitable for you based on your financial situation and risk tolerance. CapVest does not guarantee any specific results from your investments.

7. Fees and Charges

Our fees for investment services will be outlined in the agreement you enter into with us. By using our services, you agree to pay any applicable fees as outlined in your agreement with CapVest. We reserve the right to change our fees and charges at any time with prior notice.

8. Confidentiality and Privacy

Your privacy is important to us. We are committed to protecting your personal information in accordance with our Privacy Policy. By using our services, you consent to the collection, use, and disclosure of your information as described in our Privacy Policy.

9. Limitation of Liability

To the fullest extent permitted by applicable law, CapVest, its affiliates, and their respective officers, directors, employees, and agents will not be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, goodwill, or other tangible or intangible losses, resulting from:

  • Your access to or use of (or inability to access or use) our services.
  • Any conduct or content of any third party on our services.
  • Any content obtained from our services.
  • Unauthorized access, use, or alteration of your transmissions or content.

10. Indemnification

You agree to indemnify and hold harmless CapVest, its affiliates, and their respective officers, directors, employees, and agents from any claims, losses, liabilities, damages, expenses, costs, or obligations (including reasonable legal fees) arising out of or related to:

  • Your use of our services.
  • Your violation of these Terms.
  • Your violation of any rights of another party.
  • Your violation of any applicable laws or regulations.

11. Changes to the Terms

CapVest reserves the right to modify or update these Terms at any time. Any changes will be effective upon posting the revised Terms on our website. Your continued use of our services after any modifications constitutes your acceptance of the revised Terms. It is your responsibility to review these Terms periodically for changes.

12. Termination

CapVest reserves the right to terminate or suspend your account and access to our services at any time, for any reason, including if we believe you have violated these Terms or engaged in any misleading or fraudulent activity.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the jurisdiction in which CapVest operates. You agree to submit to the personal jurisdiction of the courts located in that jurisdiction for the resolution of any disputes.

14. Miscellaneous

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that the remaining provisions shall remain in full force and effect. These Terms constitute the entire agreement between you and CapVest regarding your use of our services and supersede any prior agreements.

15. Contact Us

If you have any questions about these Terms, please contact us through our official website. Your satisfaction is important to us, and we are here to assist you.

Thank you for choosing CapVest as your investment partner. We appreciate your trust and are committed to helping you achieve your financial goals.

Emily Johnson