Legal documents

The terms you agree to, what we do with your data, and the risks of investing in private companies. Read any of them here, or download the PDF to keep.

Document set 0.4 · Effective August 18, 2026

Terms and Conditions View DownloadPDF
Privacy Policy View DownloadPDF
Client Relationship Summary View DownloadPDF
Disclosures View DownloadPDF
Disclosures (short form) View DownloadPDF
Data Disclaimer View DownloadPDF
AI Tools Risk Disclosure View DownloadPDF
Private Markets Risk Disclosure View DownloadPDF
Fee Schedule View DownloadPDF
Cookie Policy View DownloadPDF
Business Continuity Plan Statement View DownloadPDF