Rupp Incorporated

Own Your Future.

Investment Portfolio Consulting • Stock/ETF/Mutual Fund Research • Saving & Budgeting Strategies • Spending/Expense Analysis • Financial Literacy







Terms of Use and Disclaimer:

• Rupp Incorporated, and its offices, employees, and agents ("The Company") specifically disclaims any liability, whether based in contract, tort, strict liability or otherwise, for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with services offered/rendered. You agree to not hold liable The Company to the fullest extent permitted by law, and agree to waive the right to seek any type of damages from The Company.

• Indemnity: If your activity or any activity on your behalf creates potential or actual liability for The Company, or for any of our clients, partners, or contributors, you agree to indemnify and hold The Company and any such client, partner, contributor, or any agent harmless from and against all claims, costs of defense and judgment, liabilities, legal fees, damages, losses, and other expenses in relation to any claims or actions arising out of or relating to your use of services offered/rendered, or any breach by you of these Terms of Use.

• Service Agreement and Pricing: You ("Client") understands that The Company cannot guarantee the results of any consultation, and acknowledges that no representations have been made by The Company about any resultant outcome. Client agrees to full upfront payment for consultation fees in total at the bottom of this form. Additional charges may be applied at the discretion of The Company, and Client will be provided with reasonable notice of any such additional charges before requested work is performed. Client will be responsible for the prompt payment of all fees due. Absent other arrangements made in writing, payment is due immediately upon receipt of the billing statement. Charges not paid by the last business day of the billing month are considered delinquent and will bear interest at the rate of eighteen percent (18%) per annum, or the maximum rate allowed by law, whichever is less. In the event The Company must take legal action to collect Client's account, Client expressly agrees to pay all collection costs, including reasonable attorney fees. The Company will provide Client services which will include, but are not limited to, the following: (1) telephone and/or video conference contact with Client, The Company and other relevant persons; (2) consultation correspondence; (3) document preparation; (4) research; and (5) in-person conferences. Services beyond those stated above may result in additional charges for Client. The Company makes no estimate as to the extent of the consultation service or the total amount of fees and expenses which Client may require. Client understands and expressly agrees that The Company may withdraw from agreement to consultation of Client at any time if Client fails to honor the fee arrangement therein set forth including, but not limited to, payment of fees and expenses on a timely basis; or otherwise takes any action which impedes the ability of The Company to provide adequate and ethical consultation.

THIS AGREEMENT CONSTITUTES A LEGALLY BINDING CONTRACT BETWEEN THE COMPANY AND CLIENT. THE COMPANY ADVISES THE CLIENT TO READ THE AGREEMENT CAREFULLY AND TO DISCUSS ANY QUESTIONS OR CONCERNS REGARDING THE TERMS OF THE AGREEMENT.



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