This is a customized coaching call package that has been personalized to you.

 

By clicking “Complete my purchase” or any other phrase on the purchase button, entering your credit card/debit card information, or enrolling, electronically, verbally, or otherwise, you (“Member”) agree to be provided with the Customized Coaching Package - Five Calls (“Coaching Package”) by Andrew Marks (“Coach”), acting on behalf of World Creative (“Company”).

 

Upon payment, the Company agrees to provide services in accordance with the Customized Coaching Package - Five Calls. The scope of services rendered by the Coach pursuant to these Terms shall be solely limited to those contained therein and/or provided for on Coach’s website as part of the Customized Coaching, including:

 

• One-on-one personalized calls with Andrew Marks for a total of 5 45-minute calls which will be recorded (“Coaching Calls”)
• Extra resources as seen fit to aide in the learning for the Member on the Company’s platform (“Platform”) with module access for interactive learning (“Online Training”)

CALLS

The Company and Member shall agree on the dates and times for the Coaching Calls. It is the Member’s responsibility to attend these meetings at the scheduled time and complete any discussed Online Training. The Member shall not receive any refund, partial or otherwise, if they are unable to attend some or all of the Coaching Calls. Coaching Calls will be recorded and accessible via the Platform.

 

COMMUNICATION

Member understands that thorough communication is of the utmost importance throughout the coaching process. The Coach cannot effectively assist the Member without Member’s cooperation. Member agrees to communicate honestly with Coach, provide Coach with any requested information related to the coaching process, be open to feedback and assistance, and actively participate in the coaching process.

 

 LIABILITY DISCLAIMER

 

Not an offer of advisory services or securities 

 

All information, materials published, Memberships, Coaching Calls, Workshops distributed or otherwise made available on the Sites are provided for educational purposes only and do not constitute and should not be construed as an offer of advisory services or securities. World Creative does not offer, or make recommendations, to buy or sell any investment instruments. The Company does not provide investment, legal, or tax advice and nothing herein should be construed as being financial, legal, tax or other advice. No investments or other decisions should be made solely based on the contents or information found on the Sites, Memberships, Coaching Calls, Workshops or elsewhere by World Creative or The Visionary Investor.

 

Forward Looking Statements

 

The Sites (thevisionaryinvestor.substack.com, thevisionaryinvestor.com, thevisionaryinvestor.vip and thevisionaryinvestor.org and website where the Platform is hosted on worldvisionaryinvestors.com, along with other future websites that we may operate (collectively referred to as the “Sites”), Memberships, Coaching Calls, Workshops and other information shared may contain statements that constitute “forward looking statements”. While these forward looking statements may represent the Coach’s judgment and future expectations, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from the Coach’s expectations. The Coach is under no obligation to (and expressly disclaims any such obligation to) update or alter its forward looking statements whether as a result of new information, future events or otherwise. These forward looking statements are the Coach’s opinions.

 

Disclaimer

The Sites and any of the Company’s videos, materials and all documents both written and/or spoken, including videos on social networks or anything related to The Visionary Investor which is owned by the Company, Coaching Calls (referred to as “Information”) are designed to provide you with an educational overview regarding finance, business, statistics, accounting, economics and investing. This Information is not designated to be a definitive investment guide or take the place of advice from a professional, such as but not limited to a financial adviser, registered investment adviser, broker or certified financial planner. The Coach and the Company (also referred to as “We” or “Us”), are not professionals and make no claims to be any type of professional, including but not limited to a financial adviser or registered investment adviser. Given the risk involved in investing of almost any kind, there is no guarantee that the investment methods taught and applied on your own, through the Sites or any Membership, Coaching Calls, Workshop or any other education run by the Coach, will be profitable. No investments or other decisions should be made solely based on the contents We share. Your investments and any risks associated with them are solely your responsibility. It is imperative that you conduct your own research before making any investments. We will not assume liability of any kind for any losses that may be sustained as a result of applying the methods taught through the Membership, Coaching Calls, Sites or any Information in connection with Us, and any such liability is hereby expressly disclaimed.

 

THE COACH, ANDREW MARKS, IS NOT A FINANCIAL ADVISOR. ANY MEMBERSHIP OR COACHING CALL AND ALL MATERIALS SHARED ARE FOR EDUCATIONAL PURPOSES ONLY. INVESTING OF ANY KIND INVOLVES RISK. WHILE IT IS POSSIBLE TO TRY TO MINIMIZE RISK, YOUR INVESTMENTS ARE SOLELY YOUR RESPONSIBILITY. IT IS IMPERATIVE THAT YOU CONDUCT YOUR OWN RESEARCH. THE COACH IS MERELY SHARING A STRATEGY AND STRUCTURE FOR YOU TO LEARN FROM WITH NO GUARANTEE OF GAINS OR LOSSES ON INVESTMENTS.

 

THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES INCLUDED IN OR AVAILABLE THROUGH THE SITES MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN. THE COMPANY AND/OR ITS SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE SITES AT ANY TIME.

 

THE COMPANY AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, AND ACCURACY OF THE INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS CONTAINED ON THE SITES FOR ANY PURPOSE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS ARE PROVIDED “AS IS” WITHOUT WARRANTY OR CONDITION OF ANY KIND. THE COMPANY AND/OR ITS SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS, INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.

 

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE COMPANY AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE MEMBERSHIP, COACHING CALLS, SITES OR INFORMATION, WITH THE DELAY OR INABILITY TO USE THE MEMBERSHIP, COACHING CALLS, PLATFORM, SITES OR RELATED SERVICES, THE PROVISION OF OR FAILURE TO PROVIDE SERVICES, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THE SITES, OR OTHERWISE ARISING OUT OF THE USE OF THE SITES, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF THE COMPANY OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.

 

NO-GUARANTEES

 

Company makes no guarantees regarding the results Member may obtain through working with the Company. Member agrees that any statements made regarding the potential outcomes of working with the Company are merely opinions and are not binding on the Company. The results the Member experiences will be dependent on many factors including but not limited to: Member’s level of personal responsibility, commitment, and abilities, in addition to factors that the Member/and or Company may not be able to anticipate.

 

LIMITATION OF LIABILITY

 

By purchasing this Coaching Package, Member accepts any and all risks, foreseeable or unforeseeable, arising from such transaction. Member agrees that Company will not be held liable for any damages of any kind resulting or arising from including but not limited to; direct, indirect, incidental, special, negligent, consequential, or exemplary damages happening from the use or misuse of the Company’s products or Services, which is not just limited to this Coaching Package and includes all other Information shared. Member agrees that use of this Coaching Package is at the Member’s own risk.

 

INTELLECTUAL PROPERTY RIGHTS

 

This product contains information that is the intellectual property belonging to the Company and possibly to third-parties that may license some intellectual property to Company. Company provides Member with a non-exclusive, non-transferrable single-user license authorizing you to use the materials for your individual purposes only. You may not share, sell, re-use, reproduce, repurpose or otherwise distribute Company’s intellectual property without prior written consent from the Company. Company maintains all rights to its intellectual property and nothing in this Agreement shall transfer ownership of rights to you. You agree to not infringe on the intellectual property rights of Company or third-party licensees.

NON-DISCLOSURE

 

For purposes of this Agreement, “Confidential Information” includes, but is not limited to: Company created Membership, Coaching Package, Online Training, courses, plans or strategies, models, templates, worksheets, reference sheets, term breakdowns, guides, charts, recaps, documents or other information used by Company in the course of the Coach-Member relationship, also including past, present, or future products, product or service information, pending projects/proposals, creative works, business plans, marketing strategies, customer lists, business records, financial information, and any other information designated as confidential by the Parties.

 

Parties promise and agree to:

• Secure and protect the other Party’s Confidential Information,
• Hold Confidential Information in strict confidence,
• Use Confidential Information only for purposes of carrying out each Party’s obligations

under this Agreement,

• Refrain from using, disclosing, selling, licensing, publishing, reproducing, or otherwise making available the Confidential Information of the other party except to the extent necessary to perform the Services under this Agreement,
• Only disclose limited Confidential Information with the Member’s contracted and licensed financial advisor, or other contracted professional who directly manages or advises on the Member’s investments and/or financial plan, only where it is fully necessary to directly assist the decisions of a Member’s own investment portfolio and/or financial plan. The Company’s templates, models, guides, charts, graphs, research, and Company specific investing methods, including but not limited to what is shared in/on Online Training, Coaching Calls, or other private communications are not to be disclosed; and
• Not disclose Confidential Information to any other third parties.

Information is not confidential if it is generally available or known within the financial industry, it is in the public domain, it was known to either party before this Agreement was entered into, it was independently received by either Party from a third party, or it was developed independently by the Company or Member.

 

In order to protect this Coaching Package, each Member must use a personal email address for all communication and on the Platform. Business emails are not permitted as the data is frequently tracked and/or controlled by that company which could lead to an immediate breach of this contract. In addition, all of our materials and calls must be accessed by a personal device.

NOTICE

 

Any notices required or permitted to be given hereunder shall be given via email to [email protected]. Any notice shall be effective upon delivery.

 

FORCE MAJEURE

 

In the event Company is unable to perform its obligations under the terms of this Agreement

because of, including but not limited to: acts of God, strikes, government restrictions, communicable diseases, epidemics, pandemics, national disasters, or other causes reasonably beyond control, Company shall notify you of the Force Majeure Event and its impact on performance under this Agreement. Company shall use reasonable efforts to resolve any issues resulting from the Force Majeure Event to perform obligations under this Agreement. Company shall not be liable for damages to the other Party for any damages resulting from such failure to perform or otherwise from such causes.

 

By purchasing this Customized Coaching Package - Five Calls, you acknowledge reading and agreeing with everything in these Terms.