PLEASE READ THESE SECURITIZE FEEDER FUND CREDIT TERMS AND CONDITIONS (THESE “TERMS”) CAREFULLY. BY PARTICIPATING IN THE SECURITIZE FEEDER FUND CREDIT (THE “PROGRAM”), YOU AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT AGREE TO THESE TERMS, DO NOT PARTICIPATE IN THE PROGRAM. BY PARTICIPATING IN THE PROGRAM, YOU WILL BE AUTOMATICALLY DEEMED TO HAVE AGREED TO THESE TERMS.

The Program is brought to you by Securitize, Inc. (“Securitize” or “we”). These Terms constitute a legal agreement between you and Securitize, and hereby incorporate by reference Securitize’s Terms of Service located at https://securitize.io/terms-conditions (the “Terms of Service”). Your use of the Program and the Platform (as defined in the Terms of Service) is subject to the additional terms in our Terms of Service. In the event of any conflict between the Terms of Service and these Terms, the Terms of Service control. To participate in the Program, you will be required to provide us with certain personal information. Such personal information will be collected, processed, stored, used, and shared in accordance with our Securitize Privacy Policy. Capitalized terms used herein but not defined herein shall have the meanings ascribed to them in the Terms of Service.

THE PROGRAM IS CURRENTLY BEING OFFERED AS A PILOT PROGRAM ONLY FOR INVESTORS IN SELECT FUNDS (EACH A “PARTICIPATING FUND” AND COLLECTIVELY, THE “PARTICIPATING FUNDS”). YOU UNDERSTAND THAT SECURITIZE MAY TERMINATE, SUSPEND OR MODIFY THE PROGRAM (INCLUDING, WITHOUT LIMITATION, HOW YOU EARN AND REDEEM ANY FINANCIAL AWARDS AND THE DURATION OF THE PROGRAM) AT ANY TIME IN SECURITIZE’S SOLE DISCRETION, WITH OR WITHOUT NOTICE. YOU AGREE THAT SECURITIZE WILL NOT BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY MODIFICATION, SUSPENSION OR TERMINATION OF THE PROGRAM.  YOU AGREE THAT SECURITIZE MAY CHANGE WHICH FUNDS ARE PARTICIPATING FUNDS IN THEIR SOLE DISCRECTION.

We reserve the right, exercisable in our sole discretion, to change, modify, add to, subtract from or otherwise update these Terms at any time. Except as noted in these Terms or otherwise communicated to you by Securitize, all changes, modifications or other amendments shall be effective on a prospective basis once they are posted on the Website. You must agree to all revisions if you choose to continue using the Program. By using the Program after such an update, you agree to the then-current version of these Terms as posted on https://digitize.securitize.io/offer-terms-conditions. If at any point you do not agree to any portion of the then-current version of these Terms, you must immediately stop using the Program and cancel your Program account.

You must be at least 18 years of age to register for the Program. Minor children may use a parent or guardian’s Program account so long as the parent or guardian consents and accepts full responsibility for the conduct of the child.

As a Securitize Platform user, upon your acceptance and adherence to the steps outlined below, including the execution of the amendment to your first subscription agreement made through the Securitize Platform (the “Subscription Addendum”), your first investment made through the Securitize Platform will receive an automatic $100 increase provided by Securitize (the “Program Amount”). 

In order to participate in the Program, you must (1) have a valid Securitize Account through the Platform; (2) be in compliance with these Terms (including the Terms of Service); (3) be an “accredited investor” as defined in Rule 501 of Regulation D; (4) have access to the Program via your Securitize Account dashboard (the “Dashboard”) or otherwise receive an email invitation from Securitize to enroll in the Program; (5) communicate to a designated employee of Securitize Inc. or its affiliates that you want to participate in the Program; and (6) accept and execute the Subscription Addendum within 365 days of the creation of your Securitize Account.  Failure to accept and execute the Subscription Addendum within such time may result in the forfeiture and return of the Program Amounts to Securitize or its affiliate.

You can track your participation in the Program by contacting Securitize sales staff and through the increase in your token issuance for your first investment. Any errors or omissions on the Program posted to your account must be reported by you to Securitize within one month of the applicable date by contacting Securitize. If you do not report any errors or omissions within such period, the automatic increase awarded to you will be deemed final.

The Program Amount will automatically be applied to your first investment on the Securitize Platform, increasing the investment amount accordingly.  The Program Amount is only available for your first investment made through the Platform and cannot be used to satisfy any minimum investment amount requirements.  You are only able to redeem or otherwise withdraw the Program Amount from your Account after maintaining your initial subscription amount for at least 365 days.  Any attempt to withdraw the Program Amount earlier than such time may result in immediate forfeiture of the Program Amount to Securitize or its affiliates and termination of your ability to participate in the Program.  As discussed above, you must communicate with a designated member of Securitize before being permitted to participate in the Program.

Please note that all terms and conditions related to the Program, may be subject to change at Securitize’s discretion.  Please contact Securitize to confirm whether your investment will be in a Participating Fund. Our aim is to consistently deliver the best value to our users and customers, although occasional adjustments may be necessary due to market conditions. Each Securitize user can only take advantage of the Program once, on their first investment made through the Platform.  The Program Amounts will result in an increase on your first investment made the Platform.  You are responsible for any resulting increase in management or other fees that are based on the size of your investment.  The Program Amount is not transferable. The sale or barter (or the attempted sale or barter) of a Program Amount, and any misrepresentation of fact relating thereto, may result in termination of your access to the Program, including automatic forfeiture of any Program Amount. The redemption of your Program Amount is subject to your compliance with these Terms (including the Terms of Service). We reserve the right to delay, withhold or invalidate accrual or redemption of the Program Amount in the event of technical errors, potentially fraudulent activity, or similar issues. Specifically, we can invalidate the Program Amount from your Securitize Account if we determine in our sole discretion that such Program Amount was improperly credited to your Securitize Account. Your activities in connection with the Program must be lawful and in compliance with these Terms. Securitize is not responsible or liable for any unredeemed, unused or lost Program Amount. The Program Amount does not entitle you to a vested right or interest. Participation in the Program is voluntary, and you are solely responsible for your participation in the Program and your use of your Program Amount.

Any and all applicable federal, state, and local taxes and all fees and expenses related to acceptance and/or use of the Program is your sole responsibility. Securitize disclaims all responsibility and liability with respect to your use of the Program.

You acknowledge that Securitize, in its sole discretion, may suspend or terminate your username, password, Account (or any part thereof) or use of the Program for any reason, including, without limitation, if Securitize believes that you have violated or acted inconsistently with the letter or spirit of these Terms (including the Terms of Service). You agree that any suspension or termination of your access to the Program under any provision of these Terms may be effected without prior notice, and acknowledge and agree that Securitize may immediately deactivate or delete your Account and/or bar any further access to the Program. Further, you agree that Securitize shall not be liable to you or any third-party for suspension or termination of your access to the Program. If your Account or the Program is terminated, all unused Program amounts within your Account are automatically forfeited.

If your account is terminated due to fraudulent activity or noncompliance with these Terms, in addition to forfeiting all Program amounts associated with your account immediately, you cannot participate in or rejoin the Program without Securitize’s express consent.

THE PROGRAM AND/OR ANY OF ITS FEATURES MAY BE UNAVAILABLE, INACCURATE OR INTERRUPTED FROM TIME TO TIME FOR A VARIETY OF REASONS OUTSIDE OF OUR CONTROL. WE ARE NOT RESPONSIBLE FOR ANY UNAVAILABILITY, INTERRUPTIONS OR ERRORS OF THE PROGRAM, ITS FEATURES OR ANY SECURITIZE BUCKS. WE MAY MODIFY, SUSPEND, OR DISCONTINUE THE PROGRAM OR ANY FEATURE AT ANY TIME WITHOUT NOTICE. THE PROGRAM IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, AND WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF NON INFRINGEMENT OF THIRD PARTY RIGHTS, TITLE, MERCHANTABILITY, OR OTHERWISE.

Securitize’s rights and obligations under the Program may be assigned or transferred by Securitize to any other related or unrelated entity at any time, and, upon such assignment or transfer, performance shall be the responsibility of the assignee entity.

You may cancel your participation in the Program by contacting us at investorsupport@securitize.io. All Program amounts will be automatically forfeited immediately upon cancellation and may not be reinstated if you choose to reinstate your participation in the Program at a later date.

We may contact you via e-mail or postal mail to provide you with information about our services or your Account or to provide you with information about special offers available only to Program members.

You agree to indemnify, defend and hold harmless Securitize and its affiliates, and their respective officers, directors, employees and agents (collectively, “Indemnified Parties”), from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees) arising from (i) your participation in the Program. This defense, hold harmless and indemnification obligation will survive these any termination of your Account or the Program.

Except where prohibited by law, the Indemnified Parties shall not be liable for: (a) late, lost, delayed, stolen, or misdirected Program amounts, (b) incomplete, unreadable, inaccurate, unintelligible, lost, or misdirected communications, (c) malfunction, failure, or unauthorized access of any communication system, software, or hardware used to provide the Program, (d) any injuries, losses or damages of any kind resulting from acceptance, possession or use of the Program, or (e) participation in the Program. Securitize disclaims any liability for damage to any system, software, or device resulting from participating in, or accessing or downloading information in connection with this Program. As a condition of entering the Program, and unless prohibited by law, you agree that under no circumstances will you be entitled to any awards for any losses or damages, and you hereby waive all rights to claim punitive, incidental, consequential, exemplary or indirect (including lost profits) and any other damages in excess of U.S. $50.00, and waive any and all rights to have damages multiplied or otherwise increased. A waiver of rights may not apply to you in your jurisdiction of residence. Additional rights may be available to you.

The laws of the State of California shall determine and govern the validity and construction of these Terms in all respects without regard to conflict of laws principles. In case any of the provisions contained in these Terms shall for any reason be held to be invalid, illegal or unenforceable in any respect, any such invalidity, illegality or unenforceability shall not affect any other provision of these Terms, but these Terms shall be construed as if such invalid, illegal or unenforceable provision had been limited or modified (consistent with its general intent) to the extent necessary to make it valid, legal or enforceable, or if it shall not be possible to so limit or modify such invalid, illegal or unenforceable provision or part of a provision, these Terms shall be construed as if such invalid, illegal or unenforceable provision or part of a provision had never been contained therein.

If you have questions or comments regarding the Program, or how to redeem your Program amounts, you may contact us at privateclient@securitize.io.