WEBSITE TERMS OF USE

 

The Information and Website, as defined below, have been created, designed and developed by Stock Options Dad LLC (“Stock Options Dad,” the “Company,” “our” or “we”) through the investment of substantial time, effort, research, refinement and expense. The Information and Website are valuable, permissioned and unique assets of Stock Options Dad that require protection from improper and/or unauthorized use. These Terms and Conditions of Use (“TOU”) govern the use of the products, services, videos, blog posts, consultations, e-mails, downloadable PDFs, downloadable Excel files, social media, research and/or other communications (collectively, the “Information”) that are made available by Stock Options Dad on, through or in connection with its website available at this web address: https://www.stockoptionsdad.com (the “Website”). These TOU constitute the terms and conditions between us and any person that accesses or uses the Information and/or the Website (“you,” “User” or "Visitor"). By using this Website, you agree to these TOU without limitation or qualification.

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Stock Options Dad reserves the right to update these TOU, and the Information contained on the Website, at our sole discretion without prior notice to you. It is your responsibility to check the TOU periodically for any updates. Your continued use of the Website following any posted updates will mean that you accept and agree to such updates. We reserve the right to seek all remedies available by law and in equity for any violation of these TOU. Any rights not expressly granted herein are reserved. 

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Educational Purposes Only:

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The Website’s contents are for educational and general informational purposes only and are based on available public information prior to the time of posting. You should not rely on the Information or Website in making any personalized investment decision. The Company makes no representations or warranties, either expressed or implied, with respect to the accuracy or completeness of the Information or the Website. You should always consult with your financial, investment, legal and/or other professional advisor to determine the suitability of any investment. The Information is limited to general information about Stock Options Dad’s services and is provided solely for the convenience of the Website Users. Options are securities and require suitability standards to be evaluated. 

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Not Accounting or Financial Advice:

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Neither the Company nor any of its affiliates, owners, managers, employees, shareholders, officers, directors, other personnel, representatives, agents or independent contractors (collectively, “Company Persons”) is an accountant or financial advisor, nor does any of the Information or other Website contents constitute accounting or other professional financial advice. You acknowledge and agree that the Information and this Website are not intended to be a substitute for any accounting, financial or other financial professional advice that can be provided by professional advisors. 

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Personal Responsibility:

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You agree that the information you provide to us on or through the Website will be accurate. You acknowledge that you are voluntarily using the Website and that you are solely and personally responsible for your choices, actions and results in connection with that use, now and in the future. You accept full responsibility for the consequences of your use, or non-use, of any Information or the Website, and you agree to use your own judgment and due diligence in connection with your use of any Information or the Website. 

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No Guarantee of Success:

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You acknowledge and agree that no promise or guarantee of success or profitability has been made by the Company or any Company Person. No guarantees have been made or implied, and past performance may differ from future results. Investing involves risk with possible loss of principal. You should carefully evaluate the merits of investing and consult your financial, business, tax, accounting and legal advisors as to whether investments are suitable for your specific circumstances.​

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Options Trading:

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Options trading involves risk, and the risk of loss in trading options can be substantial. Consider all relevant risk factors, including your own personal financial situation, before engaging in any options trading as suitability standards need to be assessed. The possibility exists that you could sustain a substantial loss which could total more than your initial investment in a short period of time. Therefore, you should not invest money that you cannot afford to lose. If you have any questions or concerns regarding the risks associated with trading, you should consult a financial advisor. Neither the Website nor the Information contained therein constitutes, and should not be construed as an offering of, advisory services or an offer to sell or solicitation of an offer to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be illegal under the securities or other laws of such jurisdiction.

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Options:

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Options are widely considered volatile securities and are priced according to complex market factors involving (among other things) price, the volatility of the underlying asset, time until expiration, and liquidity in the options market. By their nature, options can involve a high degree of financial risk. Risks associated with acquiring options include (without limitation): (i) the risk of losing your entire investment, which increases as the option goes out of the money and as expiration approaches; (ii) the risk that certain options do not have secondary markets on which to sell them, meaning that their value can only be realized upon expiration; (iii) the risk that a particular option contract may have specific exercise provisions that create additional risk; and (iv) the risk that U.S. or other regulatory agencies may impose regulations or rules that impair your ability to realize value from options. 

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Market Conditions:

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The option market will be affected by general economic and market conditions such as geopolitical circumstances, interest rates, trade wars, regional conflicts, etc. The option market may be sensitive to general downward and/or upward swings in the overall economy or in particular industries or geographies. Factors affecting economic conditions are innumerable and outside of your control, and that of the Company, which can materially and adversely affect the availability or desirability of segments of the options market. 

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Tax Implications:

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The trading of options can impose tax burdens and tax filing obligations on trade participants. Such considerations are complex and highly personal. You should consult with your tax advisors with respect to your tax situation and the effect of engaging in option trading.  

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Past Results Are No Guarantee of Future Performance:

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There can be no assurance as to any particular financial outcome based on the use of the Website. Past results of any individual trader or trading system published by the Company are not indicative of future returns that may be realized by that individual trader, trading system, or you. Similarly, it should not be assumed that the methods, techniques, or indicators presented in these products and/or services will be profitable or that they will not result in losses. All trading systems have limitations and challenges. Any earnings or income statements or examples shown in the Information or through the Website are only estimates of what might be possible now or in the future and are provided only for general informational and educational purposes. 

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No Assurance of Investment Return:

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The Company cannot provide assurance that you will be able to choose, make and realize trades in options in any particular company or portfolio of companies. There is no assurance that you will be able to generate returns or that the returns will be commensurate with the risks of investing in options generally, or that you will receive a return of your capital. Trading in options should only be considered by persons who can afford a loss of their entire investment. 

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The Company cannot and does not guarantee that you will attain a particular result, positive or negative, financial or otherwise, through your access of or use of the Information or the Website. As with any trading system, there are limitations and challenges that arise when the system is utilized. 

 

Not Investment Advice:

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Although the Information and the Website may contain general, academic or educational discussions of securities, such discussions are not solicitations nor a recommendation to buy or sell a particular financial security or product. Such discussions are not and should not be construed to be personalized investment advice. 

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Accordingly, you should not rely solely on the Information or the Website in making any investment. The Company strongly recommends that you seek the advice of your licensed financial, investment or other professional advisor to determine the suitability of any investment/security. 

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Regulatory Considerations:

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The Company is a registered investment adviser. We provide services for subscription clients. Use of the Website does not constitute nor should be construed as an agreement with the Company to contractually provide services to Website Users. No contractual relationship, express or implied, is created by merely assessing and/or using the Website. Investment information contained herein is provided for general information purposes and should not be relied upon as suitable for your individual circumstances. 

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Intellectual Property Rights:

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The Company’s Information and Website are the property of the Company and/or our affiliates or licensors, and are protected by copyright, trademark, services marks, trade names, logos, and other intellectual property laws. 

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The content of the Information and the Website is solely owned by or licensed to us, unless otherwise indicated. This content includes, but is not limited to, the design, layout, look, appearance, and graphics of the Information or Website or any other material or aspects of materials provided by us to you. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of the TOU. If you purchase certain products of our Information from the Company (such purchased Information, “Products or Services”), you will be considered our licensee (“Licensee”) with respect to such Products or Services. For the avoidance of doubt, all Information obtained through us (whether or not Products or Services) is our property, and you are granted a revocable, non-transferable, non-exclusive license for personal, non-commercial use only, limited to you only. This means that you may not use the Information or the Website contents in any manner that constitutes an infringement of our rights or in a manner that has not been authorized by us. 

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Licensees’ may be granted a limited non-exclusive license to access or use the Information and the Website with permission and restrictions. This means that when you purchase Products or Services from the Website or otherwise, you are purchasing the limited right to use such Information in the form that is provided by us to you with certain conditions as specified in these TOU. 

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Use Restrictions: 

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You may download and/or print Information for your own personal use. However, you are not permitted to share, sell, reprint or republish any other of our Information, for resale or mass reproduction purposes for your own or any third-party business or commercial use. Any trademarks, taglines, and logos displayed on the Information are trademarks belonging to us. All trademarks reproduced on the Website, which are not the property of or licensed to us, are acknowledged on the Website as the property of the applicable third parties. Any use including framing, meta tags or other text utilizing these trademarks, or other trademarks displayed, is strictly prohibited without our express written consent. For those trademarks, taglines, and logos for which you are granted permission to use, the trademark indicia must be included at all times. Any marketing or promotional tools and/or Information titles or any other title or information of ours bearing the trademark symbols (™) or ® may not be used by you for any reason without our express written permission. All rights not expressly granted in these terms or any express written license, are reserved by us. 

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Information You Are Prohibited from Sharing with Others:

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As a Licensee, you understand and acknowledge that the Information or Website have been created, developed or obtained by us through the investment of significant time, effort and expense, and that this information is a valuable, special and unique asset of ours which needs to be protected from improper and/or unauthorized use. When you access or enroll in Information (including, without limitation, purchasing Products or Services) or the Website, you agree that you are clearly and expressly prohibited from doing the following: You will not copy, share or steal the Information or Website, or any parts of them. You will not in any way use, copy, adapt or represent any of the Information or Website in any way as if they are yours or created by you. You will not duplicate, share, trade, sell, or otherwise distribute the Information or Website to any other person, for their personal use, business/commercial use or in any way that earns them money, whether it was known to you or not at the time that you shared the Information that their intention was to use the Information for their own personal use or business/commercial use. This means you cannot share or sell or any part of the Information or Website to someone else so they can copy and/or use them for their own use, personal or otherwise, business/commercial use or in any way that earns them money. You are the only one granted a limited non-exclusive license to use such Information. You will not reprint or republish any part of the Information or the Website for publication or compilation into your own products, programs, services or Information for your own personal use or business/commercial use or in any way that earns you money. You may not engage in improper and/or unauthorized use of our Information or the Website. Unless otherwise explicitly authorized in these TOU, improper and/or unauthorized use includes but is not limited to modifying, copying, reproducing, republishing, uploading, posting, transmitting, translating, selling, creating derivative works, exploiting, or distributing in any manner or medium (including by email or other electronic means) for commercial use, to any other person in a way that earns them money, any Information or any other information accessed or purchased through the Website or any other communications provided by us to you promoting or relating to the Information or the Website. You understand and agree that, by engaging in the prohibited use or the improper and/or unauthorized use of our Information or Website as set forth in these TOU, the Company reserves the right to revoke authorization at any time, and any such use will be discontinued immediately upon notice from us. 

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Your License to Us:   

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By posting or submitting any material on or through our Information or Website, such as comments, posts, photos, images or videos or other contributions, you are representing that you are the owner of all such materials and that you are at least 18 years old. When you submit to us or post any comment, photo, image, video or any other submission for use on or through the Information or the Website, you are granting us, and anyone authorized by us, an unlimited, royalty-free, perpetual, irrevocable, unrestricted, worldwide license to use, copy, modify, transmit, sell, exploit, create derivative works from, distribute, and/or publicly perform or display such contributions, in whole or in part, in any manner or medium, now known or developed in the future, for any purpose, and granting us the right to make it part of our current or future Information or the Website. This right includes granting us use or exploitation of proprietary rights or intellectual property rights like copyright, trademark, service mark, trade secrets, patent rights or any other of your intellectual property rights under any relevant jurisdiction without any further permission from you or compensation by us to you. You also grant us, and anyone authorized by us, the right to identify you as the author of any of your comments, posts, photos, images, videos or other contributions by name, email address, or screen name. You acknowledge that we have the right but not the obligation to use and display any contributions from you of any kind and that we may elect to cease the use and display of any such contributions on our Products or Services and/or Information at any time for any reason whatsoever. 

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Social Media Release:

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By using our Information and accessing our Website, including any social media profile or community, you consent to photographs, videos, and/or audio recordings that may be made that may contain you, your voice and/or your likeness. In our sole discretion, we reserve the right to use these photographs, videos, and or/audio recordings and/or any other materials submitted by you to us in connection with your use or access of the Information or the Website in our current or future programs, products or services, and/or our marketing or promotional efforts, without compensation to you at any time, now or at any time in the future. 

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Request for Permission to Use Information:

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Any request for written permission to use our Information, in whole or in part, or any other intellectual property or property belonging to us, should be made BEFORE you wish to use it by completing the “Contact Us” form on this Website, or by sending an e-mail to team@stockoptionsdad.com. 

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You may not use Information or the Website, in whole or in part, in any way that is contrary to these TOU unless we have given you specific written permission to do so. If you are granted permission by us, you agree to use the specific Information that we allow and ONLY in the ways for which we have given you our written permission. If you choose to use the content in ways that we do not specifically give you written permission, you agree that you will be treated as if you had copied, duplicated and/or stolen such Information from us, and you consent to immediately stop using such Information and to take whatever actions as we may request and by the methods and in the time frame that we prescribe to protect our intellectual property and ownership rights in the Information and the Website. 

 

Security:  

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When you apply for, enroll in, purchase or use our Information or Website, we may seek and collect personal data and information including but not limited to your name, e-mail address, phone number, billing information, credit card or payment information, demographic information, preferences, interests, or other personally-identifying information (“Confidential Information”). By providing such Confidential Information to us, you grant us permission to use and store such Confidential Information. We strive to protect your Confidential Information; however, we recommend that you take precautions to protect your personal information when you are on the internet. However, the Company expressly does not warrant or guarantee the security of your Confidential Information or of any other data or information transmitted to us or through our services; therefore, submitting Confidential Information, data or other information will be done solely at your own risk. 

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Personal Responsibility and Assumption of Risk:

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As a Licensee or a User, you agree that you are using your own judgment in using the Information or Website and you agree that you are doing so at your own risk. The Information or Website are for general informational and educational purposes only. You agree and understand that you assume all risks and no results are guaranteed in any way related to the Information or Website. The Information or Website are merely to provide you with education and tools to help you make your own decisions for yourself. You are solely responsible for your actions, decisions and results based on the use, misuse or non-use of the Information or Website. 

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We take commercially reasonable precautions to protect the Information or Website. However, due to the nature of the Internet, we cannot completely ensure or warrant the security of the Information or Website or the contributions or information transmitted to us on or through the Website. Submitting contributions or information on or through the Information or Website is done entirely at your own risk. We make no assurances about our ability to prevent any such loss or damage to you or to any other person, company or entity arising out of use of the Information or Website, and you agree that you are assuming such risks. 

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Communication Guidelines: 

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If you have a question or concern about the Information or the Webpage, you may send an e-mail to team@stockoptionsdad.com and we will do our best to reply to your question promptly. 

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Purchases and Online Commerce:

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If paying for any Products or Services by debit card, credit card or PayPal, you give us permission to automatically charge your credit or debit card as payment for such Products or Services without any additional authorization, for which you will receive an electronic receipt. In the event that payment is not received by the date due, you will have a five (5) day grace period to make the payment; otherwise, such Products or Services will not continue, and we reserve the right to cease your access immediately and permanently. If you fail to make payment in a timely manner in accordance with these TOU or voluntarily decide to withdraw from such Products or Services at any time or for any reason whatsoever, you still will remain fully responsible for the full cost of the Information purchased. All information obtained during your purchase or transaction for the Products or Services and all of the information that you give as part of the transaction, such as your name, address, method of payment, credit card number, and billing information, may be collected by both us and our payment processing company. You agree to only purchase Products or Services for yourself or for another person for whom you are legally permitted to do so or for whom you have obtained the express consent to provide their name, address, method of payment, credit card number, and billing information. You agree to be financially responsible for all purchases made by you or someone acting on your behalf. You agree to use Products or Services for legitimate, non-commercial purposes only and not for speculative, false, fraudulent, or illegal purposes. 

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Monthly and Annual Membership Tiers:

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Upon purchase of any membership offering, you are enrolling in automatic payments of the membership fee that will continue until you cancel. You can cancel at any time, through your account settings or by contacting us, effective at the end of the billing period. There are no refunds or credits for partial months or years. Account profile creation, management and maintenance is the sole responsibility of the client. The company does not manage client accounts.    

 

Upon purchase, the monthly membership tier will be charged a minimum of one (1) month and can be canceled at any point thereafter. The minimum one (1) month purchase is required to allow services to be rendered and permissioned access to proprietary information to be financially secured and released to members only. Upon purchase, whether initial purchase or any subsequent renewal purchase of the one (1) year period, the Annual membership tier will be charged a minimum of one (1) year and can be canceled at any point thereafter. The Annual membership tier comes with additional content, namely an Options Screening Tool and a pre-built Excel file to augment options trading for tracking, trending, filtering and generating metrics. The minimum one (1) year purchase is required to allow services to be rendered and permissioned access to proprietary information to be financially secured and released to Annual tiered members only.

 

Upon cancellation of services, distribution lists (email and SMS) are updated to reflect membership cancellations, and removal from these distribution lists may not always coincide with the exact day the membership was paid through. For example, if the monthly tier was purchased on the 15th and canceled thereafter, then the distribution lists may be updated to reflect this cancellation prior to the 15th of the following month.           

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Email and Text Notifications:

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Both service tiers come with the Trade Notification service. All members will receive email notifications for all opening and closing trades. Each trade is made with skill and caution prior to execution and dissemination to members. All trades are pushed out to members in real-time after the trade is executed. The Company cannot guarantee that each trade will be identical in terms of premium received and/or order filling at the specified strike price(s), as the underlying equity is actively being traded on the open market. The Company is not responsible for any issues related to members' brokerage accounts (i.e., filling orders, contracts filled, commissions, fees, etc.). Email notifications may on occasion be filtered to spam/junk so periodic checks in these folders may be necessary if notifications spontaneously become absent. Text notifications are an opt-in service to receive the same trade alerts via SMS messaging for U.S. based customers and/or for those that have a proxy U.S. enabled SMS number. Carrier rates may apply to those that opt-in to the SMS service. The SMS service is an unmonitored messaging system and serves as an outbound messaging service only.  

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Confidential Information:  

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As described above, we may seek Confidential Information from you, or you may offer or provide a comment, photo, image, video or any other submission to us when using or participating in the Information or Website (“Other Information”). By providing such Confidential Information or Other Information to us, you grant us permission to use and store such information solely for business purposes, as necessary. We value the privacy of our clients and Website Users.  If you believe that any of your Confidential Information is incorrect or incomplete, please contact us as soon as possible. 

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What We Do with Confidential Information:

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We may request and require various personal data and/or Confidential Information to understand your needs and provide you with better services. In addition, we may use such data and Confidential Information for the following reasons: (1) for internal record keeping; (2) to improve our Products, Services or Information; (3) to periodically send promotions about new Information or other special offers from which you may unsubscribe at any time; (4) for aggregate, non-identifiable data for research purposes; (5) to customize the respective Information you purchase or use according to your interests; and/or (6) for support or communication related to your Product, Service or Information. In addition, the Company will disclose your Confidential Information if required by law to protect personal safety, the public, or this website. 

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INDEMNITY:

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AS A USER OF THIS WEBSITE YOU AGREE TO INDEMNIFY STOCK OPTIONS DAD, ITS OFFICERS, DIRECTORS, MEMBERS, SHAREHOLDERS, SUCCESSORS IN INTEREST, OWNERS, EMPLOYEES, AGENTS, DISTRIBUTORS, AND AFFILIATES WITH RESPECT TO, AND HOLD THEM HARMLESS FROM, ANY DEMANDS, LOSS, LIABILITY, CLAIMS OR EXPENSES (INCLUDING ATTORNEYS’ FEES) MADE AGAINST STOCK OPTIONS DAD BY ANY THIRD PARTY DUE TO OR ARISING OUT OF OR IN CONNECTION WITH YOUR USE OR MISUSE OF THIS WEBSITE.

 

LIMITATION OF LIABILITY:

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WE WILL NOT BE HELD RESPONSIBLE OR LIABLE IN ANY WAY FOR THE INFORMATION, PRODUCTS OR MATERIALS THAT YOU REQUEST OR RECEIVE THROUGH OR ON THE WEBSITE OR IN CONNECTION WITH THE INFORMATION. WE DO NOT ASSUME LIABILITY DUE TO ANY ACT OR DEFAULT OF ANYONE OR ANY BUSINESS, WHETHER MEMBERS, OWNERS, EMPLOYEES, AGENTS, JOINT VENTURE PARTNERS, CONTRACTORS, VENDORS, AFFILIATES OR OTHERWISE, AFFILIATED WITH US. WE DO NOT ASSUME LIABILITY FOR ANY MEMBERS, OWNERS, EMPLOYEES, AGENTS, JOINT VENTURE PARTNERS, CONTRACTORS, VENDORS, AFFILIATES OR OTHERWISE WHO IS ENGAGED IN PROVIDING ANY INFORMATION OR ANY CONTENTS OF THE WEBSITE IN ANY WAY OR IN ANY LOCATION. IN THE EVENT THAT YOU USE THE INFORMATION OR WEBSITE OR ANY OTHER INFORMATION PROVIDED BY US OR AFFILIATED WITH US, WE ASSUME NO LIABILITY. IN NO EVENT WILL WE OR ANY MEMBERS, OWNERS, EMPLOYEES, AGENTS, AFFILIATES, THIRD-PARTY PROVIDERS OR OTHERWISE INVOLVED IN THE CREATING, PRODUCING, AND DELIVERING OF THIS WEBSITE BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY DIRECT, INDIRECT (INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR DAMAGES THAT RESULT FROM USE OF, OR INABILITY TO USE, THE WEBSITE CONTENT, OR ANY INCONVENIENCE OR DELAY), CONSEQUENTIAL OR PUNITIVE DAMAGES ARISING OUT OF OR IN CONNECTION WITH THESE TOU OR THE PERFORMANCE OR BREACH OF THESE TOU, YOUR OR ANOTHER PERSON’S USE OF, OR INABILITY TO ACCESS, THE CONTENT, OR ANY INTERCEPTION BY THIRD PARTIES OF ANY INFORMATION OR SERVICE MADE AVAILABLE TO YOU THROUGH THIS WEBSITE, TO THE FULLEST EXTENT PERMITTED BY LAW.  WE ASSUME NO LIABILITY FOR ANY DAMAGES TO, OR VIRUSES THAT MAY INFECT, YOUR COMPUTER EQUIPMENT OR OTHER PROPERTY AS A RESULT OF YOUR USE, ACCESS TO, BROWSING, OR DOWNLOADING OF ANY CONTENT MATERIALS VIA THIS WEBSITE.

 

DISCLAIMER OF WARRANTIES:

 

THIS WEBSITE IS PROVIDED ON AN “AS IS” BASIS. WHILE STOCK OPTIONS DAD USES REASONABLE EFFORTS TO PROVIDE ACCURATE AND CURRENT INFORMATION ON THIS WEBSITE, THERE MAY BE INADVERTENT ERRORS OR OMISSIONS. NEITHER THE COMPANY NOR ANY THIRD-PARTY PROVIDER WHO CONTRIBUTES TO THIS WEBSITE IN ANY MANNER MAKES ANY WARRANTIES OR REPRESENTATIONS AS TO THE ACCURACY, COMPLETENESS, OR TIMELINESS OR THE WEBSITE CONTENT, INCLUDING WITH RESPECT TO WHETHER SUCH CONTENT WILL BE UNINTERRUPTED AND/OR ERROR FREE. NEITHER WE NOR ANY THIRD-PARTY PROVIDER TO THIS WEBSITE MAKES ANY EXPRESS OR IMPLIED WARRANTIES WITH RESPECT TO THIS WEBSITE OR THE CONTENT CONTAINED HEREIN, AND WE AND THEY DISCLAIM ANY IMPLIED WARRANTY OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE CONTENT. YOU ASSUME THE ENTIRE RISK FOR USE OF THE WEBSITE AND ANY CONTENT HEREIN.

 

Governing Law:

 

The TOU will be governed by and construed in accordance with the laws of the State of California.  You agree that any dispute or action at law or in equity arising out of or relating to these TOUs or your use of this website will be commenced only in the state or federal courts of competent jurisdiction located in Orange County, California, and you consent and submit to personal jurisdiction of such courts for the purposes of any dispute or action. 

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If you have any questions, please contact us at info@stockoptionsdad.com