Website Terms of Use

The information and materials on this website are being provided for information purposes only. Nothing in this website shall be construed as a recommendation or solicitation to buy or an offer to sell a security or any product or service to any person or entity, or pursue a particular investment strategy in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction or which would subject QSP NA, its employees, officers or agents to any registration requirement in such jurisdiction or country.  We do not provide tax or legal advice.  You should consult with your attorney, or tax professional regarding your specific legal or tax situation.

The information posted on this website has been obtained from sources believed to be reliable, but we make no guarantees as to its accuracy, completeness, timeliness, relevance, or suitability. We reserve the right to change, amend, or remove information on this website at any time and without prior notice.  Any third-party links, news feeds or market quotes posted on this web site are from independent, unaffiliated third parties and provided only for information purposes. We do not endorse or necessarily agree with any opinion, outlook, or forecast contained on any third party linked web site, or news feed.   Any performance data presented is for illustration purposes and represents historical performance.  Historical performance should not be viewed as representative of future performance or results and there can be no assurance that the future performance of any investment or investment strategy will be profitable or able to achieve historical performance returns.

QSP NA make no representations concerning this website, or to any third-party website links.  To the fullest extent allowed by applicable law, QSP NA disclaims any liability for any damages of any kind, under any legal theory, arising out of or in connection from your use of, or inability to use, the website or any third-party website links. QSP NA disclaims any direct, indirect, incidental, consequential, punitive, or other damage arising from the use of this website or, or the contents of the information in this website, including, but not limited to, lost profits or damages resulting from errors, omissions, or other inaccuracies on the website, delays, service interruptions. QSP NA makes no representations that website or the information provided on the website or the server that makes the website available are free of viruses or other harmful components.  QSP NA disclaims any express, implied, or statutory warranties of any kind, including warranties of merchantability, non-infringement, or fitness for a particular purpose. Some of the foregoing exclusions may not be permitted in certain states or territories.

By using the QSP NA website, you agree to be bound by these Terms of Use, as amended from time to time. Your continued use of the QSP NA website constitutes acceptance of these Terms of Use and any amendments.  If you do not agree with QSP NA’s website’s Terms of Use, please do not use the QSP NA website. Please contact us with any questions or concerns regarding our website Terms of Use.

Privacy and Information Security

Federal and state privacy laws require QSP NA to among other things disclose how we collect, share, and protect our client’s Personally Identifiable Information (“PII”). QSP NA does not disclose or share nonpublic information about our clients, prospective, or former clients with third parties, except to deliver contracted services, as described below, or as permitted by law.

QSP NA collects information directly from you, when you use the products and services offered by us and/or our business partners, or third-party providers, as applicable.

The PII we collect may include:

This information may be obtained by telephone, electronically, or in person. We may verify the information you provide to us by obtain additional information from consumer reporting agencies, or other sources.

We may disclose your personal information to affiliated and non-affiliated financial institutions or third-party service providers with whom we may have arrangements. such as custodians, brokers, administrators, as necessary for us to process transactions and service your account. 

We may disclose Information to law enforcement and regulatory agencies as required, or permitted by law. We do not sell customer lists and will not disclose your information to other companies who may want to sell their products or services to you.

QSP NA maintains commercially reasonable physical, electronic, and procedural safeguards to protect our client’s nonpublic personal information. We require all third parties, and business partners, to protect our client’s PII and sign confidentiality agreements. Our technology vendors offer security and access control over PII and have policies over the transmission of data.  Employees and agents are trained on their responsibilities to protect client’s personal information and are required to use secure passwords and encryption to store and transmit client data. Employees may access your information only when it is appropriate to do so, such as to administer products or services. Failure to adhere to our established privacy and security policies may subject employees to disciplinary action, including termination of employment. You may have additional rights under state laws. If you are located in the European Economic Area, please refer to the following link for additional information regarding the rules for the protection of personal data inside and outside the European Union and for a list of countries recognized by the European Commission as having adequate data protection standards: https://ec.europa.eu/info/law/law-topic/data-protection_en. We reserve the right to change our Privacy Policy at any time. Please contact us for further information regarding our Privacy Policy. Cybersecurity

QSP NA has in place policies and procedures regarding information technology security, maintains appropriate technical and physical safeguards and takes other reasonable precautions to safeguard the confidentiality of sensitive information and internal data. However, despite reasonable precautions, the risk remains that cybersecurity incidents may occur that may result in the inadvertent disclosure of confidential sensitive information to unintended parties, unauthorized access to confidential sensitive information, or operational disruptions by malicious hackers. If such an event, were to occur, QSP NA will make every effort to promptly notify the affected parties and take all necessary appropriate actions.

Business Continuity/Business Disruption

QSP NA has established a Business Continuity/Business Disruption plan to manage the effects of a significant business disruption. Although our Business Continuity/Business Disruption plan is reasonably designed to allow us operate during an emergency business disruption, due to the unpredictability of such events, we have no control over damage to infrastructure that may impact our access to reliable power sources, communication networks, or transportation and affect our ability to resume business operations. Our clients have access at all times to their accounts maintained at their custodian/prime broker financial institutions.

QSP NA is a U.S. Securities and Exchange Commission (“SEC”) registered investment advisor located in New York. Registration as an investment advisor does not imply any level of skill or training. A copy of QSP NA’s Form CRS (Client Relationship Summary) and Form ADV Part 2A Brochure which include a description of QSP NA’s services, fees, and business practices available by contacting us, or at the SEC’s website (www.adviserinfo.sec.gov).