Thank you for your interest in Institutional Capital Network, Inc., and our affiliates, including certain affiliates that are registered investment advisers and registered broker-dealers (collectively, “iCapital,” “we,” or “us”) as further detailed on the Site (as defined below). The Terms of Service immediately below govern your use of the Site and depending on the services you use or where you are located, other terms of service may be applicable and will also govern your use of the Site.
Please note that additional, jurisdiction-specific terms and conditions shall apply with respect to institutions, corporate entities and/or individuals accessing the Site from the locations/jurisdictions contemplated in the Additional Jurisdiction Terms available at Additional Jurisdiction Terms.
TABLE OF CONTENTS
I. TERMS OF SERVICE
II. EUROPEAN TERMS OF SERVICE ADDENDUM
III. FINANCIAL SERVICES ADDENDUM
IV. STRUCTURED INVESTMENT MARKETPLACE AND ONLINE NETWORK “SIMON” TERMS OF SERVICE ADDENDUM
A. EXHIBIT A (ADDITIONAL CONTRACT TERMS FOR THE CUSIP DATABASE)
B. EXHIBIT B (ADDITIONAL CONTRACT TERMS FOR ANNUITY PRODUCTS)
V. DATA PROTECTION ADDENDUM
A. EXHIBIT A (ANNEX A-1 AND ANNEX A-2)
B. EXHIBIT B (NON-U.S. INVESTOR PRIVACY NOTICE)