Private Retirement Plan Administrators, LLC dba TRUST-CFO®

IMPORTANT — READ CAREFULLY:Welcome to the Private Retirement Plan Administrators, LLC dba TRUST-CFO® (“TRUST-CFO”) Portal (the “TRUST-CFO® Portal” or the “Portal”). By clicking the “Yes” button, the user (“You”) agree(s) to be bound by the terms and conditions contained in this agreement (the “Agreement”) and the terms and conditions of TRUST-CFO®’s privacy notice, which are incorporated herein by reference.  The privacy notice explains how TRUST-CFO® treats your personal information, and protects your privacy, when you use the TRUST-CFO® Portal.  TRUST-CFO® may change the terms of this Agreement and/or the privacy notice from time to time without notice to you, and you are responsible for the then current version of the policies in effect at all times.  If you do not agree to be bound by these terms and conditions or privacy notice policies, you may not use the TRUST-CFO® Portal.

Modifications

You agree that we may modify this Agreement or any policy or other terms referenced in this Agreement at any time and at our sole discretion. By using the TRUST-CFO® Portal, you agree to be bound by any such modifications and should therefore periodically visit this page and the TRUST-CFO® Portal to determine the then current terms and conditions of use to which you are bound. You will note that at the bottom of this Agreement, the date of last modification is indicated. You are encouraged to check the revision date with each use to ensure you are comfortable with the latest revisions.  If you are dissatisfied with the TRUST-CFO® Portal site, its content, or this Agreement as it may be revised, you agree that your sole and exclusive remedy is to discontinue using the Portal.

Termination

You agree that TRUST-CFO® may terminate this Agreement, for any reason at our sole discretion, at any time, by providing you 7 days’ advance notice, and that TRUST-CFO® reserves the right to change, suspend, or discontinue all or any aspects of the TRUST-CFO® Portal, for any reason at our sole discretion, at any time, by providing you 7 days’ advance notice.  You are personally liable for any charges that you incur prior to any termination, change, suspension or discontinuation of this Agreement or the TRUST-CFO® Portal.

User Restrictions

You agree that:

  • You will not tamper with or otherwise interfere or attempt to interfere in any manner with the functionality or proper working of the Portal.
  • You will not make illegal use of the Portal or use it for purposes which are illegal.
  • You will not interfere with anyone else who is a user of the Portal in their use of the Portal.
  • You will follow U.S. and international laws regarding transmitting data and you will not attempt to gain access to our computer system or any other computer systems.
  • You will not remove, obscure, or alter any notice of any logo, trademark, or other intellectual property or proprietary right designation appearing on or contained within the portal.
  • You will not access (or attempt to access) any product or services offered via the TRUST-CFO® Portal by any means other than the interface that is provided by TRUST-CFO®.

Passwords

You agree and understand that you are responsible for maintaining the confidentiality of passwords associated with any account you use to access the TRUST-CFO® Portal.  Accordingly, you agree that you are solely responsible to TRUST-CFO® for all activities that occur under your account.  If you become aware of any unauthorized use of your password on the TRUST-CFO® Portal or your account, you agree to notify TRUST-CFO® immediately at firmadmin@TRUST-CFO.com.

Thinkific Master Software License Agreement

You are hereby notified that in connection with providing access to you to the TRUST-CFO® Portal and services related thereto, TRUST-CFO® has entered into a Software License Agreement with Thinkific (“Thinkific”) , a copy of which is located here: (“THINKIFIC Software License Agreement”).  You hereby agree that you shall thoroughly and completely review the terms of the THINKIFIC Software License Agreement, and that you shall use commercially reasonable efforts to ensure that your use of the TRUST-CFO® Portal will not cause or result in any violation of you as “Client” or TRUST-CFO® as “Customer” under the terms of the THINKIFIC Software License Agreement.

Monitoring

We reserve the right to log, review, and otherwise examine any information stored on or passing through our networks or systems.

Downtime and Service Suspensions

Your access to and use of the Services may be suspended for the duration of any anticipated, unanticipated, scheduled or unscheduled downtime, maintenance, system updates, malfunction,  or other unavailability of any portion or all of the Services for any reason, including as a result of power outages, system failures or other interruptions.

We shall also be entitled, without any liability to you, to suspend access to any portion or all of the Portal at any time, on a system-wide basis: (a) for scheduled downtime to permit us to conduct maintenance or make modifications to any Portal; (b) in the event of a denial of service attack or other attack on the Portal or other event that we determine, in our sole discretion, may create a risk to the applicable Portal, to you or to any of our other customers if the Portal service were not suspended; or (c) in the event that we determine that any Portal service is prohibited by law or we otherwise determine that it is necessary or prudent to do so for legal or regulatory reasons.

Rights to Use of TRUST-CFO® Portal

TRUST-CFO® grants you a personal, worldwide, royalty-free, non-assignable and non-exclusive license to use the TRUST-CFO® Portal as part of the services being provided to you by TRUST-CFO®.  This license is for the sole purpose of enabling you to use and enjoy the benefit of the TRUST-CFO® Portal and services, in the manner permitted by these terms and conditions.  You may not, and you may not permit anyone else to, copy, modify, create a derivative work of, reverse engineer, decompile or otherwise attempt to extract the source code of the TRUST-CFO® Portal or any part thereof. Except as expressly provided herein, unless TRUST-CFO® has given you specific written permission to do so, you may not assign (or grant a sub-license of) your rights to use the TRUST-CFO® Portal, grant a security interest in or over your rights to use the TRUST-CFO® Portal, or otherwise transfer any part of your rights to use the TRUST-CFO® Portal.  Notwithstanding the foregoing, you are granted limited administrative rights to provide access to the TRUST-CFO® Portal in your reasonable discretion to those parties who would reasonably need to access information located on the TRUST-CFO® Portal, or who could upload information and documents (such as tax documents and other financial papers) onto the TRUST-CFO® Portal for you to access, that would assist you in utilizing the services provided by the TRUST-CFO® Portal in the ordinary course.

Intellectual Property

The content on the TRUST-CFO® Portal including without limitation, the text, software, scripts, graphics, photos, sounds, videos, interactive features and the like (“Content”) and the trademarks, service marks and logos contained therein (“Marks”), are owned by or licensed to TRUST-CFO®, subject to copyright and other intellectual property rights under United States and foreign laws and international conventions. Content on the TRUST-CFO® Portal is provided to you AS IS for your information and personal use only and may not be used, copied, reproduced, distributed, transmitted, broadcast, displayed, sold, licensed, or otherwise exploited for any other purposes whatsoever without the prior written consent of the respective owners. TRUST-CFO® reserves all rights not expressly granted in and to the TRUST-CFO® Portal and the Content. You agree to not engage in the use, copying, or distribution of any of the Content other than expressly permitted herein. If you download or print a copy of the Content for personal use, you must retain all copyright and other proprietary notices contained therein. You agree not to circumvent, disable or otherwise interfere with security-related features of the TRUST-CFO® Portal or features that prevent or restrict use or copying of any Content or enforce limitations on use of the TRUST-CFO® Portal or the Content therein.

Copyright and Trademark policies

It is TRUST-CFO®’s policy to respond to notices of alleged copyright infringement that comply with applicable international intellectual property law (including, without limitation, in the United States, the Digital Millennium Copyright Act) and to terminating the accounts of repeat infringers.

Other Content

The TRUST-CFO® Portal may include hyperlinks to other web sites or content or resources that are not owned or controlled by TRUST-CFO®.  TRUST-CFO® has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third-party web sites or resources which are provided by companies or persons other than TRUST-CFO®.  You acknowledge and agree that TRUST-CFO® is not responsible for the availability of any such external sites or resources, and does not endorse any advertising, products, or other materials on or available from such web sites or resources.  You acknowledge and agree that TRUST-CFO® is not liable for any loss or damage which may be incurred by you as a result of the availability of those external sites or resources, or as a result of any reliance placed by you on the completeness, accuracy or existence of any advertising, products, or other materials on, or available from, such web sites or resources.  We encourage you to be aware when you leave the TRUST-CFO® Portal and to read the terms and conditions and privacy policy of each other website that you visit.

Warranty Disclaimers and Limitation of Liability

Except as specifically set forth in this Agreement, TRUST-CFO® makes no other representations or warranties, express or implied, including without limitation any warranty of merchantability or fitness for a particular purpose, with respect to the Portal. You agree that use of the Portal is at your sole risk. The Portal is provided on an “as is” and “as available” basis.

Neither TRUST-CFO® nor its partners, agents, affiliates, neither designees nor each of their respective officers, directors, employees, agents, contractors, subcontractors, or the like (collectively, “Associates”) warrant that use of the Portal site will be uninterrupted or error-free.

Under no circumstances shall TRUST-CFO® or its Associates be liable for any direct, indirect, incidental, special, exemplary, punitive or consequential damages that result from, arise out of or otherwise relate to your use of or inability to use the TRUST-CFO® Portal site, or any web site linked to the TRUST-CFO® Portal site,, including but not limited to reliance by you on any information obtained from the TRUST-CFO® Portal site that results in mistakes, omissions, interruptions, deletion or corruption of files, viruses, delays in operation or transmission, or any failure of performance, or any loss of profit, loss of goodwill or data, or cost of procurement of substitute goods or services or other intangible loss suffered .

The TRUST-CFO® Portal utilizes industry accepted security systems in an attempt to eliminate unauthorized access to private information. By using the TRUST-CFO® Portal, you expressly agree to not hold TRUST-CFO® or its Associates liable in the event of unauthorized access and subsequent use of your company and/or personal information. The foregoing Limitation of Liability shall apply in any action, whether in contract, tort or any other claim, even if an authorized representative of TRUST-CFO® has been advised of or should have knowledge of the possibility of such damages.

You agree to defend, indemnify and hold harmless TRUST-CFO® and any of its Associates, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees) arising from: (i) your use of and access to the TRUST-CFO® Portal; (ii) your violation of any term of this Agreement; or (iii) your violation of any third party right, including without limitation any copyright, property, or privacy right. This defense and indemnification obligation will survive this Agreement and your use of the TRUST-CFO® Portal.

Authorization

You agree that in order to assist TRUST-CFO® in the performance of its services, you hereby authorize TRUST-CFO® to share any and all information disclosed and received for use in the performance of the services as described in the Private Retirement Plan Administrators, LLC dba TRUST-CFO® Engagement Agreement.

Notices

All Notices by us to you shall be by email to the email address listed as the Portal Administrator.

All notices by you to us shall be by email to [trustadmin@TRUST-CFO.com] or in writing to:

Private Retirement Plan Administrators, LLC dba TRUST-CFO®

4120 Douglas Blvd PMB #306-350

Granite Bay, Ca 95746

Entire Agreement

This Agreement constitutes the entire agreement between you and us regarding the subject matter hereof and supersedes any and all prior or contemporaneous representation, understanding, agreement, or communication between you and us, whether written or oral, regarding such subject matter.

Severability

If any portion of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, the remaining portions of this Agreement will remain in full force and effect, and any invalid or unenforceable portions shall be construed in a manner that most closely reflects the effect and intent of the original language. If such construction is not possible, the provision will be severed from this Agreement, and the rest of the Agreement shall remain in full force and effect.

Waivers

The failure by us to enforce any provision of this Agreement shall in no way be construed to be a present or future waiver of such provision nor in any way affect our right to enforce such provision thereafter. All waivers by us must be in writing to be effective.

Successors and Assigns

This Agreement will be binding upon, and inure to the benefit of the parties and their respective successors and assigns.

This Agreement, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by TRUST-CFO® without restriction.

Relationship

Nothing in this Agreement is intended to or does create any type of joint venture, creditor-debtor, escrow, partnership or any employer/employee or fiduciary or franchise relationship between you and us (or any of our Associates).

Governing Law

This Agreement shall be construed and enforced according to the laws of the State of California applicable to agreements made and to be performed wholly within the State of California.  You agree to submit to the exclusive jurisdiction of the courts located within the State of California, County of Placer, to resolve any legal matter arising from these terms and conditions.  Notwithstanding this, you agree that TRUST-CFO® shall still be entitled to apply for any necessary injunctive remedies in any jurisdiction.

Last Revision Date:

This Agreement was last revised on January 1, 2022.

DISCLAIMER

No Rendering of Advice

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.