Velocity of Money, LLC
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Stakeholder Enterprise

A Registered Investment Advisory Firm
Member of FINRA
#317736

Terms of service

 This Agreement is entered by the investment adviser, Velocity of Money, LLC doing business as Stakeholder Enterprise (hereinafter referred to as “Adviser”, “Our firm”, “We” or “Us”) organized and existing under the laws of the State of Hawaii and to you, the client. By clicking the box and placing an order over www.StakehlderEnterprise.com you agree to the following terms and conditions.

PLEASE READ THESE TERMS OF SERVICE CAREFULLY, AS THEY CONTAIN AN AGREEMENT TO ARBITRATE AND OTHER IMPORTANT INFORMATION REGARDING YOUR LEGAL RIGHTS, REMEDIES, AND OBLIGATIONS BEFORE ACCESSING, USING, OR SUBSCRIBING OR PLACING AN ORDER OVER WWW.StakeholderEnterprise.COM. THE AGREEMENT TO ARBITRATE REQUIRES (WITH LIMITED, EXCEPTION) THAT YOU SUBMIT CLAIMS YOU HAVE AGAINST US TO BINDING AND FINAL ARBITRATION.

1. Fees and Services

Service Description: Stakeholder Enterprise provides online and mobile tools to assist potential crowd investors in accessing private market crowd investment platforms. The Service advises investors to diversify their portfolios across a hand-picked selection of crowd investment platforms thereby allowing investors to unlock new and exciting opportunities for portfolio growth. In addition our firm offers online adviser meetings over third party virtual meeting platforms where we offer general financial and investment advice along with customized investment plans.

Fee Description:  Fees are paid up-front and are non-negotiable. Stakeholder Enterprise does not charge more than $500 in advance for services that require more than 6 months to complete. Our firm offers a variety of online services with associated fees. All fees are clearly labeled without hidden costs. A full description of fees is located in our ADV Part 2 legally mandated Brochure.  

2. Discretionary Authority: Stakeholder Enterprise does not have discretionary authority over clients funds. This includes but not limited to bank, investment and custodial accounts. Under this Agreement clients will maintain full control of decision making when purchasing securities. Furthermore clients are not required to follow the recommendations of the planner and may choose to use any broker and/or third party platform to execute security trades.

3. Acknowledgement: Client acknowledges and consents that our firm may send any of its notices including our ADV Part 2 and Privacy Policy to your email address last provided by you. For the purposes of this provision, a contract is considered entered into when the client checks the box labeled "By Clicking This Box You Agree To Our Terms And Conditions" and completes a purchase online at www. StakeholderEnterprise.com

4. Assignment:  This Agreement may not be assigned (within the meaning of the Advisers Act) by either you or our firm without the prior consent of the other party. You acknowledge and agree that transactions that do not result in a change of actual control or management of our firm shall not be considered an assignment pursuant to Rule 202(a)(1)-1 under the Advisers Act.

5. Governing Law: All financial planning/consulting services shall be in compliance with the Investment Advisers Act of 1940 regulating the services provided by this Agreement.

6. Severability: This Agreement shall remain in effect in the event a section or provision is unenforceable or invalid. All remaining sections and provisions shall be deemed legally binding unless a court rules that any such provision or section is invalid or unenforceable, thus, limiting the effect of another provision or section. In such a case, the affected provision or section shall be enforced as so limited.

7. Disputes: If any dispute arises under this Agreement, Stakeholder Enterprise and the Client shall negotiate in good faith to settle such dispute. If the parties cannot resolve such disputes themselves, then either party may submit the dispute to mediation by a mediator approved by both parties. If the parties cannot agree with any mediator or if either party does not wish to abide by any decision of the mediator, they shall submit the dispute to arbitration by any mutually acceptable arbitrator, or the American Arbitration Association (AAA). The costs of the arbitration proceeding shall be borne according to the decision of the arbitrator, who may apportion costs equally or in accordance with any finding of fault or lack of good faith of either party. If either party does not wish to abide by any decision of the arbitrator, they shall submit the dispute to litigation. The jurisdiction for any dispute shall be administered in Honolulu County, State of Hawaii.

8. Entire Agreement: This Agreement, along with any attachments or addendums, represents the entire agreement between the parties. Therefore, this Agreement supersedes any prior agreements, promises, conditions, or understandings between the Client and Adviser. This agreement may be modified or amended only with prior written notice from Stakeholder Enterprise. Client acknowledges and accepts any modified or amended terms by logging on and continued use of the website www.StakeholderEnterprise.com or by logging on under the Stakeholder Enterprise portal of our 3rd party affiliate's website www.RightCapital.com. The client may terminate this agreement and membership to Stakeholder Enterprise and it's 3rd party affiliates by writing to info@stakeholderenterprise.com or through this link provided here.

Stakeholder Enterprise is a Registered Investment Adviser and a member of FINRA #317736.

Investing carries risk of financial loss. Past performance does not guarantee future results. There is no guarantee of income, appreciation or return of principal from investing.

CONTACT

paul.lovejoy@stakeholderenterprise.com

1003 Bishop St., Suite 2700, Honolulu, HI 96813

Stakeholder Enterprise is a Registered Investment Adviser and a member of FINRA #317736.

Investing carries risk of financial loss. Past performance does not guarantee future results. There is no guarantee of income, appreciation or return of principal from investing.

CONTACT

paul.lovejoy@stakeholderenterprise.com

1003 Bishop St., Suite 2700, Honolulu, HI 96813

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