1. Acceptance of Guidelines
This Client Service Agreement constitutes a legally binding arrangement made between you and Starlee Investment ("we," "us," or "our"), regarding your access to and use of our investment services and website
You acknowledge that by accessing our services, you have read, understood, and agree to be bound by all terms of this Client Service Agreement. If you disagree with any part of these guidelines, you are prohibited from using our services and must discontinue use immediately.
2. Investment Servicee
Starlee Investment provides investment advisory and management services to clients. Our services may include, but are not limited to, investment strategy development, portfolio management, financial planning, and investment recommendations.
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. We do not guarantee any specific return on investments, and the value of investments may fluctuate over time.
As a client, you are responsible for:
Providing accurate and complete information about your financial situation, goals, and risk tolerance. Promptly notifying us of any changes to your financial circumstances or investment objectives. Reviewing account statements, trade confirmations, and other communications we send you. Making informed decisions regarding your investment portfolio.
3. Account Registration and Security
To access certain features of our services, you may be required to create an account. You must provide accurate, current, and complete information during the registration process and keep your account information updated.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account or any other breach of security.
4. Fees and Payment
Our fees for investment services are outlined in a separate Fee Schedule provided to you upon engagement. Fees may include advisory fees, management fees, transaction costs, and other charges related to your investment portfolio.
Fees are typically deducted directly from your investment accounts. You authorize us to deduct our fees from your accounts in accordance with the Fee Schedule.
5. Communications
By using our services, you consent to receive communications from us electronically. We may communicate with you by email, phone, or by posting notices on our website.
For quality assurance and regulatory purposes, we may record telephone conversations and electronic communications between you and our representatives.
Our website, content, and services, including text, graphics, logos, and software, are owned by or licensed to Starlee Investment and are protected by copyright, trademark, and other intellectual property laws.
We grant you a limited, non-exclusive, non-transferable, and revocable license to access and use our services for your personal, non-commercial use.
7.1 "AS IS" Basis
OUR SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.
Any information regarding real estate properties, market conditions, or investment opportunities is provided for general informational purposes only and should not be construed as financial or investment advice.
Our services are provided "as is" and "as available" without warranties of any kind, either express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
To the fullest extent permitted by applicable law, Starlee Investment shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, arising out of or in connection with your use of our services.
You agree to indemnify, defend, and hold harmless Starlee Investment and its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or in any way connected with your access to or use of our services.
These Terms shall be governed by and construed in accordance with the laws of the state where Starlee Investment primarily operates, without regard to its conflict of law provisions.
11.1 Informal Resolution
If you have a dispute with us, you agree to contact us first at
to attempt to resolve the dispute informally.
If we cannot resolve the dispute informally, any controversy or claim arising out of or relating to these Terms shall be settled by binding arbitration in accordance with the commercial arbitration rules of the American Arbitration Association.
We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the updated Terms on our website or through other communications. Your continued use of our services after such changes constitutes your acceptance of the revised Terms.
We may terminate or suspend your access to our services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach these Terms.
If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that the Terms will otherwise remain in full force and effect.
These Terms constitute the entire agreement between you and Starlee Investment regarding our services and supersede all prior and contemporaneous agreements, proposals, or representations, written or oral, concerning the subject matter.
f you have any questions about this Client Service Agreement, please reach out to us at:
Starlee Investment
593 Arbor Court
Email:
Phone: (615) 619-1546
By utilizing our services, you confirm that you have reviewed and understood this Client Service Agreement and consent to be bound by its terms.