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Terms & Conditions
Effective Date: Saturday, May 10, 2025
1. Introduction
These Terms and Conditions (the "Agreement") govern the use of the website, services, and products provided by Confluence Group ("we," "us," "our"). By accessing or engaging in any exploratory introductions or communications facilitated by Confluence Group, which are informational in nature and not financial services, you ("User," "you," "your") agree to comply with and be bound by these Terms and Conditions. Please read this Agreement carefully before using our services.
If you do not agree to these Terms and Conditions, you should immediately stop using our website and services.
2. Eligibility
To access or use our services, you must:
Be of legal age in your jurisdiction (18 years or older in most countries) or have the legal capacity to enter into binding contracts.
Be an accredited investor, fund manager, or professional in the financial industry if accessing sensitive investment strategies and funds.
Ensure all information you provide to us is accurate and up to date.
By submitting any personal or business information, you confirm that you meet these eligibility criteria.
3. Use of Our Website and Services
Our website and services are provided for informational and transactional purposes only. You agree to use the website solely for lawful purposes, and not for any illegal, fraudulent, or malicious activities. Specifically, you agree not to:
Attempt to gain unauthorized access to any part of the website or systems.
Use the website in any way that could harm, disable, overburden, or impair the website's functionality.
Engage in activities that could compromise the privacy, security, or data integrity of the website.
4. Core Services and Intermediary Role
Confluence Group provides a private, invitation-only platform that facilitates curated introductions between capital allocators (including institutional investors, family offices, and high-net-worth individuals) and verified fund managers or trading professionals. We act exclusively as a connector and intermediary and do not operate as a broker-dealer, investment advisor, fund manager, or custodian of funds.
The services offered by Confluence Group are informational and relational in nature. We do not provide financial advice, endorse specific strategies, guarantee investment outcomes, or participate in any transaction execution. All investment decisions, risk assessments, and contractual agreements are made independently by the respective parties.
By using our services, you acknowledge and accept that:
You are solely responsible for conducting your own due diligence on any fund, strategy, or professional introduced via our platform.
Confluence Group makes no representations or warranties regarding the performance, credibility, regulatory status, or viability of any third party introduced through our services.
You understand and agree that no fiduciary or advisory relationship is formed between you and Confluence Group.
Participation in our ecosystem is based on mutual interest and alignment, and all introductions or insights provided are non-binding and exploratory in nature.
5. Intellectual Property
All content, including but not limited to text, images, logos, graphics, and design, on the Confluence Group website is the property of Confluence Group or its content providers and is protected by copyright, trademark, and other intellectual property laws.
You may not use, reproduce, distribute, or display any of this content without prior written permission from Confluence Group. Any unauthorized use of our intellectual property may result in legal action.
6. Privacy and Data Protection
We are committed to protecting your privacy. Our Privacy Policy outlines how we collect, use, and protect your personal information. By using our website, you consent to the data practices described in our Privacy Policy. You also acknowledge that by submitting your personal information, you consent to us processing your data for the purposes outlined in our Privacy Policy.
We will not sell, rent, or lease your personal information to third parties, except as described in our Privacy Policy or as required by law.
7. Risk Disclosure
Investing and trading involve significant risks, including the potential loss of capital. Confluence Group does not guarantee any returns or profits from any of the investment strategies or funds presented on the website.
Before making any investment decisions, we strongly recommend that you consult with a qualified financial advisor. By accessing our website and utilizing our services, you acknowledge and accept the inherent risks associated with investing.
Confluence Group does not verify the regulatory status, track record, or risk disclosures of any third parties. All users are solely responsible for conducting independent due diligence and for seeking professional advice prior to making any investment or engagement decisions. Confluence Group does not operate as a financial advisor, broker, or regulated financial entity.
8. Disclaimers
The content and information provided on the Confluence Group website, or through any communications facilitated by Confluence Group, are for informational purposes only. Nothing on this website constitutes investment advice, solicitation, offer, or recommendation to buy or sell any securities or to enter into any financial transaction. Confluence Group does not hold any regulatory licenses and does not assume responsibility for investment decisions made by users based on the information provided.
9. Limitation of Liability
To the fullest extent permitted by law, Confluence Group will not be held liable for any damages, including but not limited to direct, indirect, incidental, or consequential damages, arising from:
Your use of or inability to use our website and services.
Any errors, omissions, or inaccuracies in the content provided.
Any delay or disruption in our services.
Any loss of data or profits.
By using our website and services, you agree to indemnify and hold harmless Confluence Group and its affiliates, employees, and agents from any claims, losses, or damages arising out of your use of our website and services.
10. Third-Party Websites
Our website may contain links to third-party websites for your convenience. These links are provided solely for informational purposes, and we do not endorse or control the content of these external sites. By clicking on third-party links, you acknowledge that you are leaving our website and agree that Confluence Group is not responsible for the privacy practices or content of those sites.
11. Termination
Confluence Group reserves the right to suspend or terminate your access to the website and services at any time, for any reason, without notice. This includes but is not limited to cases where we believe you have violated these Terms and Conditions or engaged in any fraudulent or illegal activities. You may also terminate your account by contacting us at the provided contact details.
Upon termination, you will no longer have access to the services or any content related to your account. You may request the deletion of your personal information, subject to applicable laws.
12. Modifications to These Terms
Confluence Group reserves the right to update or modify these Terms and Conditions at any time. Any changes to these terms will be posted on the website, and the date of the most recent update will be indicated at the top of this page. Your continued use of the website and services after such changes constitutes your acceptance of the revised Terms and Conditions.
13. Governing Law
These Terms and Conditions are governed by and construed in accordance with the laws of the jurisdiction where Confluence Group operates. Any disputes arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts in that jurisdiction.
14. Regulatory Status
Confluence Group is not currently licensed or registered as a broker-dealer, investment advisor, or financial services firm in any jurisdiction. We operate exclusively as a connector between independent parties for informational and introductory purposes. If Confluence Group becomes subject to regulation in the future, we will update our Terms and Conditions and publicly disclose any relevant licenses or registrations.
Contact Information
If you have any questions or concerns about these Terms and Conditions, please contact us at:
Confluence Group
info@confluencegp.com
