WhatsApp Connect
March 2023

Terms of Service

CV Advisors® (the "Firm") uses WhatsApp Connect (the "Service") to communicate with clients, and other authorized third parties, about financial advisory-related matters. The contents of these communications are not directed to, or to be used or distributed by, any person or entity who is a citizen or resident of, or located in, any locality, state, country, or other jurisdiction where such distribution, publication, availability, or use would be contrary to law or regulation, or which would subject CV Advisors or its affiliates to any registration or licensing requirements, in such jurisdiction. Communications sent through this Service which request that CV Advisors effect the purchase or sale of any security or commodity, or any other transaction, do not constitute binding instructions, orders, or executions. Orders shall only be deemed received once accepted and processed by the Firm. The Firm has no obligation to enter into a transaction or to provide a quote, based on such communications. This Service should not be used to send or receive transfer instructions, such as Fed Funds wires, or ACH transfer requests of money or securities.

By using this Service, you are agreeing to receive communications related to financial-advisory matters from CV Advisors. However, you may opt-out at any time by contacting the Firm's Compliance Team at compliance@cv-advisors.com or by calling (+1) 305 358 5990. Please note, by opting out, you will no longer be able to communicate with CV Advisors using WhatsApp Connect. You may opt back in at any time by contacting the Firm.

Business Use

In accordance with certain regulatory requirements and our internal policies & procedures, all electronic communications are subject to monitoring and retention by CV Advisors. You are encouraged to direct conversations of a personal (non-business) nature through a different communication channel.

Risk of Loss

No representation is made that the objectives or goals of any investment or strategy will be met, or that an investment or strategy will be profitable or will not incur losses. Past performance is no guarantee of future results. CV Advisors encourages investors to read all relevant issue documents (such as offering documents and private placement memorandum) pertaining to the investment concerned, including without limitation, information relevant to its investment objectives, risks, and costs, before making an investment decision. When deemed necessary, investors should consult their own legal, tax, or other advisors. The Firm and its representatives do not provide tax or legal advice.

Personal Information

While CV Advisors believes this Service to be secure, no electronic messaging system is guaranteed to be impenetrable. Please refrain from sending Personally Identifiable Information ("PII") through this Service, such as:

  • Dates of birth;
  • Complete financial account numbers;
  • User ID numbers;
  • PINs or passwords;
  • Social Security or other national identification numbers;
  • Passport or visa numbers;
  • Driver's license numbers; and
  • Photographs or digital images of the above items.

For information regarding how the Firm collects, shares, retains, and safeguards your Personally Identifiable Information, please refer to our Privacy Notice: https://www.cv-advisors.com/privacynotice/.