US HQ
201 Shipyard Way
Suite F
Newport beach, CA 92663
info@itinerantpartners.com
Ph: +1.949.XXX.XXXX
PARIS
20 Rue Quentin Bauchart
75008 Paris, France
Ph: +1.949.XXX.XXXX
LONDON
53 Davies Street
London W1K 5JH, UK
Ph: +1.949.XXX.XXXX

Terms of Use

Itinerant GPS, the Itinerant logo, and all other names, logos, product and service names, designs, and slogans that appear on the Website are trade names and trademarks of Itinerant GPS, Inc., its affiliates or third parties. Itinerant and Itinerant GPS is a trade name for Itinerant GPS, Inc., and its subsidiaries and affiliates. You may not use any trade names or trademarks for any purpose, including, but not limited to, use as meta tags on other pages or sites on the World Wide Web without our prior written permission or the written permission of the third party that owns such trade names or trademarks.

Acceptance
of terms

Please read these Terms of Use (“Terms”) carefully before proceeding. By accessing and using this website, including its content, functionality, and services (collectively, the “Website”), you confirm that you have read, understood, and agree to be bound by these Terms. This agreement is as legally binding as if signed in writing. If you do not agree to these Terms, you must not access or use the Website.

If you are using the Website on behalf of a company, “you” refers to both you as an individual and your company. By accessing the Website, you confirm that you have the authority to bind your company to these Terms. If you lack this authority or your company does not agree to these Terms, you may not use the Website on behalf of your company.

Additional disclosures or notices specific to certain products or services may supplement or amend these Terms. Some sections or pages of the Website may have their own supplemental terms (“Supplemental Terms”). By accessing those sections or pages, you agree to be bound by the Supplemental Terms, which apply in addition to these Terms. In the event of a conflict between these Terms and any Supplemental Terms, the Supplemental Terms will take precedence for the relevant sections or pages.

Unless otherwise stated, any future updates, enhancements, or additional features added to the Website will also be governed by these Terms.

THESE TERMS OF USE INCLUDE A WAIVER OF JURY TRIALS AND LIMIT THE REMEDIES THAT MAY BE AVAILABLE TO YOU IN THE EVENT OF A DISPUTE

Changes
to these
Terms of Use

Itinerant GPS, Inc., and its subsidiaries (“we,” “us,” or “our”) reserve the right to update or modify these Terms of Use at any time at our sole discretion. It is your responsibility to review this page regularly to stay informed of any changes. When updates are made, a revised version of these Terms of Use will be posted on the Website, and the “Last Updated” date at the top of the Terms will be updated accordingly.

For new users, changes will take effect immediately upon being posted. For existing users, material changes will become effective 30 calendar days after notice of the changes is posted on the Website. In certain cases, we may require you to explicitly accept the updated Terms of Use before continuing to access or use the Website.

If you disagree with any updates to the Terms, you must discontinue use of the Website. By continuing to use the Website after the revised Terms of Use have been posted, you agree to be bound by the updated Terms.

Accessing
the Website
and Account
Security

01.

Modifications + Access to the Website

Itinerant GPS, Inc., and its subsidiaries (referred to as “us”, “our”, or “we”) may change these Terms of Use from time to time in our sole discretion, and you are responsible for regularly checking this page each time you access the Website so you are aware of any changes. When changes are made, we will make a new copy of these Terms of Use available at the Website. We will also update the “Last Updated” date at the top of these Terms of Use. Any material changes will be effective immediately for new users of the Website and will be effective thirty (30) calendar days after posting notice of such changes on the Website for existing users. We may also require you to provide consent to the updated Terms of Use in a specified manner before further use of the Website is permitted. If you do not agree to any change(s) after receiving notice of such change(s), you shall stop using the Website. Otherwise, your continued use of the Website following the posting of revised Terms of Use constitutes your agreement to the changes.
02.

Registration + Account Security

To access certain features or resources of the Website, you may be required to provide registration details or other information. You agree that all information you provide is accurate, current, and complete and that you will promptly update such information as necessary. If you are assigned or create a username, password, or other security credentials as part of our security procedures, you must treat this information as confidential and not disclose it to anyone. Your account is personal to you, and you agree not to share access to the Website or its resources using your credentials. You are solely responsible for all activities conducted through your account, even if unauthorized. You agree to notify us immediately of any unauthorized access or use of your credentials or any breach of security. If you suspect your password has been compromised, you must change it promptly. Additionally, you agree to log out of your account at the end of each session and take precautions when using public or shared computers to prevent unauthorized access to your account or personal information.
03.

Account Termination and Disabling

We reserve the right to disable or terminate any username, password, or account identifier at our discretion, with or without cause, and without prior notice.

Prohibited
uses

By using the Website, you agree not to engage in activities that violate these Terms, any applicable federal, state, local, or international law or regulation, or any conduct that restricts or inhibits others from using or enjoying the Website. Specifically, you must not transmit unauthorized advertising or promotional materials, such as “junk mail,” “chain letters,” or “spam,” without prior written consent. Impersonating us, our employees, other users, or any person or entity is strictly prohibited. Additionally, you may not use the Website in a manner that could disable, overburden, damage, or impair its functionality.

You are also prohibited from attempting to gain unauthorized access to the Website, its systems, or connected networks through hacking, password mining, or other unlawful methods. Using any device, software, or routine that interferes with the proper functioning of the Website, introducing malicious or harmful materials like viruses or worms, or conducting denial-of-service attacks is forbidden. Similarly, the use of bots, spiders, or other automated tools to access or scrape publicly available portions of the Website is not allowed unless expressly permitted under these Terms. Any attempts to disrupt or interfere with the Website’s operations are strictly prohibited and may result in suspension, termination of access, or legal action.

Information
on Website

The information provided on or through the Website is for informational purposes only. We do not guarantee the timeliness, accuracy, reliability, relevance, or completeness of this information, which may include errors or inaccuracies, such as typographical or substantive errors. Any reliance you place on this information is at your own risk. We disclaim all liability and responsibility for any reliance placed on this information by you, other visitors to the Website, or anyone informed of its contents.

We reserve the right, at our sole discretion and without obligation or notice, to modify, update, correct, or discontinue the information presented on the Website. Any dated information is published as of its stated date only, and we have no obligation to amend or update it.

Nothing on the Website constitutes a recommendation, solicitation, or offer by us to buy or sell securities or other financial instruments, nor does it provide financial, legal, tax, investment, or other professional advice. Certain products and services mentioned may not be available in all jurisdictions or to all clients. Transactions listed on the Website are included solely as representative examples, and past performance is not indicative of future results.

Some information on the Website may include forward-looking statements. Such statements are inherently uncertain, and various factors may cause actual events or results to differ from those described. As such, you should not rely on or draw conclusions from forward-looking statements.

Disclaimer
of Warranties

The information, products, and services on this Website are provided on an “as is,” “where is,” and “where available” basis, and your use of them is at your sole risk. We make no representations, warranties, or conditions of any kind, whether express, implied, or statutory.

We, along with our affiliates and their respective agents and licensors, expressly disclaim all express, implied, or statutory representations, warranties, or conditions related to the Website, its content, and any products or services available through it. This includes, but is not limited to, warranties or conditions:

  • Of merchantability, fitness for a particular purpose, quiet enjoyment, security, safety, title, legality, or non-infringement.
  • That the Website will operate error-free or without interruption, that defects will be corrected, or that the Website and its server will be free of viruses or harmful components.
  • Regarding any delays, losses, or limitations in accessing or using the Website.
  • That the Website’s content or information will meet your needs, expectations, or be accurate, current, complete, relevant, or reliable.
  • Arising from a course of dealing or performance.
  • Related to system performance or damage to software, hardware, or data from using the Website.
  • Concerning the results to be achieved from using the Website, its content, or the products and services available through it.
We and our affiliates, along with their respective agents and licensors, are not responsible for any harm caused by viruses or other harmful code that may disrupt, modify, delete, corrupt, or damage your software, hardware, data, or property as a result of using the Website or downloading material from it or linked websites. You are responsible for implementing your own safeguards, including adequate antivirus protection and data backup procedures, to meet your specific requirements.

Except as required by law, we are not liable for losses caused by the negligence, actions, or inaction of third parties, including your internet service provider.

Some jurisdictions do not allow the exclusion of implied warranties or limitations on the duration of implied warranties. In such cases, these exclusions or limitations may not apply to you.

Limitations
of Liability

To the fullest extent permitted by law, neither we, our affiliates, nor our respective agents, employees, officers, directors, or licensors shall be held liable for any losses, liabilities, damages, costs, or expenses arising directly or indirectly from your use of or inability to use this website. This includes, but is not limited to:
  • Your access to, reliance on, or inability to access the website.
  • The accuracy, completeness, timeliness, or reliability of information provided.
  • Products or services obtained through the website.
  • Delays or errors in information transmission or delivery.
  • Interception or misuse of information you provide by third parties.
This limitation covers all types of damages, including direct, indirect, incidental, special, punitive, or consequential damages, such as lost profits, revenue, data, business, or savings, whether foreseeable or not and regardless of the legal theory (contract, warranty, tort—including negligence—strict liability, or otherwise).

Cumulative Liability Cap In all cases, our total liability, combined with that of our affiliates and respective agents, employees, officers, directors, and licensors, shall not exceed fifty U.S. dollars ($50.00), regardless of the number or nature of claims.

California Residents If you are a California resident, you waive the rights outlined in California Civil Code Section 1542, which states: “A general release does not extend to claims which the creditor does not know or suspect to exist in his or her favor at the time of executing the release, which if known by him or her must have materially affected his or her settlement with the debtor.”

Time Limitation for Claims Any claim or cause of action related to your use of the website must be initiated within one (1) year of the event giving rise to the claim. Otherwise, it is permanently barred.

Exceptions This limitation does not exclude liability that cannot be limited under applicable law.

Indemnification

You agree to indemnify, defend, and hold harmless Itinerant GPS, Inc., its affiliates, and their respective directors, officers, employees, agents, vendors, licensors, and control persons from and against any and all claims, actions, proceedings, judgments, awards, losses, liabilities, damages, costs, and expenses (including attorney’s and expert fees) arising from or related to:

  • Your breach of any part of these Terms.
  • Your use of or access to the Website in violation of our rights or the rights of any third party, including but not limited to intellectual property, privacy, or publicity rights.
  • Your use of the Website in violation of any applicable law, regulation, or rule.
  • Unauthorized access to the Website or connected computer systems or networks.
  • Any other use or access of the Website by you or on your behalf.
We reserve the right, at your expense, to assume exclusive defense and control of any matter subject to indemnification, and you agree to cooperate fully in our defense. You further agree not to settle any claim or matter without our prior written consent.

Use of
Links

Our Website may include links to third-party websites or may be linked from them. These links are provided solely for your convenience and do not imply any affiliation, sponsorship, endorsement, approval, or monitoring by us of the content on those third-party websites. We are not responsible for the information, services, or functionality of any third-party website, and your use of such links is entirely at your own risk. Exercise caution and discretion when accessing these websites and conduct any necessary investigations before engaging in transactions or sharing personal information.

Links to third-party websites do not grant them any rights to use our intellectual property. We make no express or implied warranties regarding the content of third-party websites, including its accuracy, completeness, reliability, suitability for any purpose, or freedom from claims of copyright, trademark, or other infringement. We also do not guarantee that such websites or their content are free from viruses or other harmful elements. Note that the terms of use and privacy policies of these websites may differ from ours.

We assume no liability for any third-party content or websites that link to or frame our Website.

Linking to Our Website
Links to our Website must be pre-approved in writing, except where the following conditions are met:
  • The link is a text-only link displaying the name “Itinerant GPS.”
  • The link directs users exclusively to www.itinerantpartners.com without accessing deeper pages.
  • The linked page is displayed in a full-screen, fully functional, and navigable browser window, not within a frame on the linking website.
  • The link’s appearance and positioning do not misrepresent any association or sponsorship by us, nor do they harm or dilute the goodwill associated with our name or trademarks.
We reserve the right to revoke consent for any link to our Website at any time.

Business
Continuity Plan

At Itinerant GPS, Inc., we are dedicated to protecting our clients’ interests during any business disruption. This summary of our Business Continuity Plan (BCP) outlines how we respond to significant events that impact our operations.

Key Features of Our BCP
The Plan addresses all critical areas affected by business disruptions, including:
  • Data Backup and Recovery: Ensuring the integrity and availability of financial and operational systems.
  • Communication: Maintaining alternative channels with clients, employees, regulators, critical suppliers, and banks.
  • Alternate Work Locations: Providing for employee relocation if necessary.
The BCP is designed to minimize downtime, safeguard employees and property, protect the Firm’s records, and ensure prompt client service through alternative offices if local operations are impacted.

Redundancies and Recovery Timeline
Our systems are designed with redundancies to limit disruptions:
  • Regional Office or Area Disruption: Minimal impact on service due to redundant systems. Recovery efforts begin promptly based on the nature of the disruption.
  • Primary Data Center Disruption: Mission-critical operations will be restored within 24 hours at our disaster recovery site. Non-critical functions will be restored within 7 to 31 days using backup data.
Critical financial applications and data files are replicated across multiple locations, ensuring timely recovery. Clients will be notified through our website, itinerantpartners.com, in the event of significant disruptions.

Plan Updates and Contact Information
Our Business Continuity Plan is subject to change without notice. Updates to this summary will be available on our website under the Terms of Use section.

For questions regarding our Business Continuity Plan, please contact us via our website.

Disclaimers +
Legal Notices

The content on this Website is provided for informational purposes only and should not be considered investment advice, investment services, or a recommendation to buy, sell, or hold any particular security or investment. Nothing on this Website constitutes an offer or solicitation to sell or purchase any security or investment.

We strongly encourage you to seek independent professional advice before making any investment decisions.

United States

Itinerant GPS US, LLC

Itinerant GPS US, LLC, member of FINRA and SIPC, provide investment banking, restructuring advisory, cross-border advisory, private placement, merger, acquisition, and divestiture services; registered as a broker-dealer with the Securities and Exchange Commission; and regulated by the Financial Industry Regulatory Authority, Inc., as a FINRA Member Firm. Itinerant GPS US, LLC, provides financial advisory services.

Europe

The contents of the Website have not been reviewed by the U.K. Financial Conduct Authority (the “FCA”), German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht or “BaFin”), or any other regulatory authority in Europe. The material on the Website is provided for informational purposes only, for intended recipients comprising professional investors, high-net-worth companies, and other institutional investors, but is not directed at, or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of or located in any jurisdiction where such direction, distribution, publication, or use would be contrary to applicable law or regulation or which would subject Itinerant GPS to any additional registration or licensing requirements with such jurisdiction.

The GDPR Representative of Itinerant GPS in the EU is Pierre-Edouard Coiffard 20 Rue Quentin Bauchart, 75008 Paris, France Email: gdpr-compliance@itinerant-gps.com

United Kingdom

Itinerant GPS UK Ltd

Itinerant GPS UK Limited is a limited company incorporated in England and Wales, with its registered office at 07206520 and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 523227.

Where the material on the Website constitutes a financial promotion, it is issued and approved for distribution in the U.K. by Itinerant GPS UK Limited only to and directed at (a) persons who have professional experience in matters relating to investments falling within Article 19(1) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (the “Order”) or (b) high-net-worth entities and other persons to whom it may otherwise lawfully be communicated, falling within Article 49(1) of the Order (all such persons together being referred to as “relevant persons”). Any material on the Website that constitutes a financial promotion must not be acted on or relied on by persons who are not relevant persons, and any investment activity to which the Website relates is only available to relevant persons and will be engaged in only with relevant persons.

Paris

Itinerant Investment Partners

Itinerant Investment Partners, established under the ‘passporting’ regime as provided for by the EU Markets in Financial Instruments Directive, with its business address at 20 Rue Quentin Bauchart, 75008 Paris, France. Phone number: +33 6 49 58 64 31

Customer
Complaint
Notice
Disclosure Statement

SEC Rules 17a-3(a)(18)(ii)
Itinerant GPS, Inc., in accordance with Rule 17a-3(a)(18)(ii), is furnishing this statement to provide you with a name, telephone number, and address if you ever need to report or notify us of a possible complaint. If, for any reason, you feel you have a complaint, please contact us immediately at:

Attn: Compliance Department Itinerant GPS US, LLC 201 Shipyard Way Suite F Newport Beach, CA 92663