Terms of Use

Forum Investment Group LLC & Forum Capital Advisors LLC

 

By accessing or using this website (the “Site”) of Forum Investment Group (“Forum”), you hereby accept and agree to comply with these Terms and Conditions of Use. You acknowledge your understanding that these Terms and Conditions of Use constitute a binding agreement between you and Forum (sometimes referred to as “we” or “us”) that governs your access and use of the Site, which includes any images, text, illustrations, designs, icons, photographs, programs, music clips, downloads, systems and methods of trading, video clips, graphics, user interfaces, visual interfaces, information, data, tools, products, written materials, services and other content (together, “Content”), including but not limited to the design, structure, selection, coordination, expression and arrangement of the Content available on or through the Site.

PLEASE READ THESE TERMS AND CONDITIONS OF USE CAREFULLY BEFORE USING THE SITE. EACH TIME YOU USE THE SITE, YOUR USE INDICATES YOUR FULL ACCEPTANCE OF AND AGREEMENT TO ABIDE BY THESE TERMS AND CONDITIONS IN CURRENT FORM. IF YOU DO NOT ACCEPT THE TERMS AND CONDITIONS STATED HEREIN, DO NOT USE THE SITE. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS OF USE, YOU AGREE THAT YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITE.

YOUR COMPLIANCE WITH THESE TERMS AND CONDITIONS OF USE AND ALL OTHER RULES, PROCEDURES, POLICIES, TERMS AND CONDITIONS THAT GOVERN ALL OR ANY PORTION OF THE SITE IS A CONDITION TO YOUR RIGHT TO ACCESS THE SITE. YOUR BREACH OF ANY PROVISION OF THESE TERMS AND CONDITIONS OF USE OR OTHER RULES, PROCEDURES, POLICIES, TERMS AND CONDITIONS THAT GOVERN ALL OR ANY PORTION OF THE SITE WILL AUTOMATICALLY, WITHOUT THE REQUIREMENT OF NOTICE OR OTHER ACTION, REVOKE AND TERMINATE YOUR RIGHT TO ACCESS THE SITE AND YOU WILL BE FULLY LIABLE FOR CONVERSION, MISAPPROPRIATION, TRESPASS TO CHATTELS AND ALL OTHER CLAIMS AND CAUSES, REGARDLESS OF THE IDENTITY OF CLAIMANT OR INJURED PARTY, ARISING FROM OR RELATING TO YOUR CONTINUED USE OF THE SITE AFTER SUCH BREACH.

These Terms of Use (this “Terms of Use”) are agreed to between Forum Investment Group LLC, Forum Capital Advisors LLC, and their affiliates (collectively, “Forum” and you, or if you represent an entity or other organization, that entity or organization (in either case, “You” or “Your”).  Forum offers users (“Users”) the ability to access information, data, and other content (“Content”) through the website located at https://www.forumig.com, or any other websites operated by Forum (each, a “Website”).  These Terms of Use incorporate the Privacy Policy. Forum investors may also be bound by the Additional Investor Portal Terms.

PLEASE CAREFULLY READ THESE Terms of Use.  BY ACCESSING OR USING THE WEBSITE OR CONTENT, YOU AGREE THAT YOU HAVE READ AND AGREE TO BE BOUND BY THESE Terms of USE AND THE PRIVACY POLICY.  IF YOU DO NOT AGREE, FORUM IS NOT WILLING TO PROVIDE YOU WITH ACCESS TO OR USE OF THE WEBSITE or CONTENT AND YOU MUST NOT ACCESS OR USE THE WEBSITE or CONTENT.  YOUR BREACH OF ANY PROVISION OF THESE TERMS OF USE WILL AUTOMATICALLY, WITHOUT THE REQUIREMENT OF NOTICE OR OTHER ACTION, REVOKE AND TERMINATE YOUR RIGHT TO ACCESS THE WEBSITE AND ITS CONTENT.

You are responsible for compliance with these Terms of Use. Unless You later enter into any other agreements with Forum regarding the Website and Content, these Terms of Use are the complete and exclusive agreement between You and Forum regarding Your access to and use of the Website and Content.  These Terms of Use supersede any prior agreement or proposal, oral or written, and any other communications between You and Forum relating to Your use of the Website, Content, or as a User of the Website.

  1. DEFINITIONS. Terms used in these Terms of Use have the definitions given in these Terms of Use or, if not defined here, have their plain English meaning as commonly interpreted in the United States.
  2. TERM.  These Terms of Use are entered into as of the earlier of the date You first accessed the Website or used the Website or Content and will continue until terminated as set forth herein.
  3. MODIFICATIONS.  Forum reserves the right, at any time, to modify the Website or Content, with or without notice to You, by making those modifications available on the Website.  Forum also reserves the right, at any time, to modify these Terms of Use.  Forum will inform You of the presence of any changes to these Terms of Use by posting those changes on the Website or by providing You with notice through the Website.  Any modifications will be effective immediately upon posting on the Website or delivery of such notice through the Website.  You may terminate these Terms of Use as set forth below if You object to any such modifications. However, You will be deemed to have agreed to any and all modifications through Your continued use of the Website or Content following such notice period.
  4. ACCESS. 

4.1. To the Website.  Subject to Your compliance with these Terms of Use, Forum will permit You to access and use the Website and Content solely for lawful purposes and only in accordance with these Terms of Use and any other agreement You agree to with Forum before being given access to any specific aspects of the Website. Any additional agreement is in addition to these Terms of Use and will govern Your use of the portions of the Website to which the additional agreement applies in the event of a conflict between these Terms of Use and the additional agreement.

4.2. To Content.  Unless otherwise noted on the Website, all Content available through the Website, including all text, audio, video, photographs, illustrations, graphics, testimonials, and other media, is owned by Forum or Forum’s other third party providers.  You represent and warrant that You will comply with these Terms of Use as to all Content available through the Website.  All Content is provided for informational purposes only and You are solely responsible for verifying the accuracy, completeness, and applicability of all Content and for Your use of any Content.  Forum has not verified the accuracy of, and will not be responsible for any errors or omissions in any Content.  Forum makes no guarantees regarding the accuracy, currency, suitability, or quality of any Content.  Except as set forth in this Terms of Use, You are granted no licenses or other rights in or to any Content, or any IPR therein or related thereto.  If You would like to use any Content in a manner not permitted by these Terms of Use, please contact Forum.

  1. TERMINATION.  These Terms of Use may be terminated by either party at any time, in that party’s sole discretion, upon notice to the other party as permitted under these Terms of Use.  Upon termination or expiration of these Terms of Use for any reason: (1) all rights and subscriptions granted to You under these Terms of Use will terminate; and (2) You will immediately cease all use of and access to the Website and all Content (including, without limitation, all Content You obtained prior to termination).  Sections titled Definitions, Termination, Suspension, Website Technology, Ownership, Representations and Warranties, Indemnity, Limitation on Liability, Data Privacy, Feedback, Disputes, Governing Law and Venue, Notices, Linked Sites, No Offer or Reliance and Additional Terms will survive any expiration or termination of these Terms of Use.
  2. SUSPENSION.  Without limiting Forum’s right to terminate these Terms of Use, Forum may also suspend Your access to the Website or any Content, with or without notice to You, upon any actual, threatened, or suspected breach of these Terms of Use or applicable law or upon any other conduct deemed by Forum, in its sole discretion, to be inappropriate or detrimental to the Website, Forum, or any other User or third party.
  3. WEBSITE TECHNOLOGY.  The Website, and the databases, software, hardware and other technology used by or on behalf of Forum to operate the Website, and the structure, organization, and underlying data, information and software code thereof (collectively, the “Technology”), constitute valuable trade secrets of Forum.  You will not, and will not permit any third party to: (1) access or attempt to access the Technology except as expressly provided in these Terms and Use; (2) use the Technology in any unlawful manner or in any other manner that could damage, disable, overburden, or impair the Technology; (3) use automated scripts to collect information from or otherwise interact with the Technology; (4) alter, modify, reproduce, create derivative works of the Technology; (5) distribute, sell, resell, lend, loan, lease, license, sublicense, or transfer any of Your rights to access or use the Technology or otherwise make the Technology available to any third party; (6) reverse engineer, disassemble, decompile, or otherwise attempt to derive the method of operation of the Technology; (7) attempt to circumvent or overcome any technological protection measures intended to restrict access to any portion of the Technology; (8) monitor the availability, performance, or functionality of the Technology; or (9) interfere with the operation or hosting of the Technology.
  4. OWNERSHIP. Forum retains all right, title, and interest, including, without limitation, all intellectual property rights, proprietary rights, rights of publicity, rights of privacy, and any and all other legal rights protecting data, information, or intangible property throughout the world, including, without limitation, any and all copyrights, trademarks, service marks, trade secrets, patent rights, moral rights, sui generis rights in databases, and contract rights (“IPR”), in and to the Technology and Content and any additions, improvements, updates, and modifications thereto. You receive no ownership interest in or to the Technology or Content and You are not granted any right or license to use the Technology itself, apart from Your ability to access the Website, and Content under these Terms of Use.  The Forum name, logo, and all product and service names associated with the Website and Content are trademarks of Forum and its licensors and third party providers and You are granted no right or license to use them.
  5. REPRESENTATIONS AND WARRANTIES.

9.1. Mutual.  Each party hereby represents and warrants to the other party that: (a) it has the legal right and authority to enter into these Terms of Use, (b) these Terms of Use form a binding legal obligation on behalf of such party, and (c) it has the legal right and authority to perform its obligations under these Terms of Use and to grant the rights and licenses described in these Terms of Use.

9.2. Compliance with Laws. You acknowledge that the Website is a general purpose online service and is not specifically designed to facilitate compliance with any specific law.  You represent and warrant to Forum that Your use of and access to the Website, including any Content, will comply with all applicable laws, rules, or regulations (“Laws”) and will not cause Forum itself or any other third party to violate any applicable Laws.  Forum is not responsible for notifying You of any such Laws, enabling Your compliance with any such Laws, or for Your failure to comply.

9.3. No Warranties; Disclaimer.  THE WEBSITE AND CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.”  EXCEPT AS OTHERWISE STATED, FORUM DOES NOT WARRANT OR GUARANTEE THE ACCURACY, COMPLETENESS, ADEQUACY, OR CURRENCY OF THE WEBSITE, CONTENT, OR THE PRODUCTS ADVERTISED ON THE WEBSITE OR OTHER DATA, INFORMATION OR THIRD PARTY CONTENT THAT MAY BE PROVIDED THROUGH THE WEBSITE. FORUM EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES AND REPRESENTATIONS OF ANY KIND WITH REGARD TO THE WEBSITE, CONTENT,  AND OTHER SUBJECT MATTER OF THIS TERMS OF USE, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, TITLE, OR NON-INFRINGEMENT.  NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY FORUM OR ITS EMPLOYEES, WILL INCREASE THE SCOPE OF, OR CREATE ANY NEW WARRANTIES IN ADDITION TO, THE WARRANTIES EXPRESSLY SET FORTH IN THIS SECTION.

FORUM MAKES NO WARRANTY THAT (a) THE WEBSITE WILL MEET YOUR REQUIREMENTS, (b) THE WEBSITE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (c) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE WEBSITE WILL BE ACCURATE OR RELIABLE, (d) THE QUALITY OF ANY CONTENT OBTAINED BY YOU THROUGH THE WEBSITE WILL MEET YOUR EXPECTATIONS, OR (e) ANY ERRORS IN THE TECHNOLOGY WILL BE CORRECTED.  ANY CONTENT DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE WEBSITE IS DONE AT YOUR OWN DISCRETION AND RISK AND YOU ARE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY SUCH MATERIAL.

  1. INDEMNITY.  You hereby agree to indemnify, defend, and hold harmless Forum and its officers, directors, shareholders, affiliates, employees, agents, service providers, contractors, assigns, users, customers, providers, licensees, and successors in interest (“Indemnified Parties”) from any and all claims, losses, liabilities, damages, fees, expenses and costs (including attorneys’ fees, court costs, damage awards, and settlement amounts) that result from any claim or allegation (“Claim”) against any Indemnified Party arising in any manner from: (1) Your access to or use of the Website, or any Content, (2) Your collection and disclosure of any Content, (3) Your violation or alleged violation of applicable Laws, or (4) Your breach or alleged breach of any representation, warranty, or other provision of these Terms of Use.  Forum will use reasonable efforts to provide You with notice of any such claim or allegation, and Forum will have the right to participate in the defense of any such claim at its expense.
  2. LIMITATION ON LIABILITY.   FORUM WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES, HOWEVER CAUSED, UNDER ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE), ARISING IN CONNECTION WITH OR OUT OF THE ACCESS TO OR USE OF THE WEBSITE OR CONTENT, EVEN IF FORUM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, INCLUDING, WITHOUT LIMITATION, ANY LOSS OF YOUR CONTENT, OPPORTUNITY, REVENUES, PROFITS OR REPUTATION, BUSINESS INTERRUPTION, OR PROCUREMENT OF SUBSTITUTE CONTENT, GOODS OR SERVICES.  FORUM’S TOTAL CUMULATIVE LIABILITY IN CONNECTION WITH THIS TERMS OF USE AND ALL CONTENT PROVIDED UNDER THIS TERMS OF USE OR THROUGH THE WEBSITE, WHETHER IN CONTRACT OR TORT OR OTHERWISE, WILL NOT EXCEED $100.  YOU AGREE THAT FORUM WOULD NOT ENTER INTO THESE TERMS OF USE WITHOUT THESE LIMITATIONS ON ITS LIABILITY.  IN JURISDICTIONS WHERE LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES IS NOT PERMITTED, FORUM’S LIABILITY IS LIMITED TO THE MAXIMUM EXTENT PERMITTED BY LAW.
  3. DATA PRIVACY.  You expressly consent to the use and disclosure of Your personally identifiable information and other data and information as described in the Privacy Policy.  Notwithstanding anything in the Privacy Policy, Forum will have the right to collect, extract, compile, synthesize, and analyze non-personally identifiable data or information (data or information that does not identify an entity or natural person as the source thereof) resulting from Your access to and use of the Website or Content.  To the extent any such non-personally identifiable data or information is collected or generated by Forum, the data and information will be solely owned by Forum and may be used by Forum for any lawful business purpose without a duty of accounting to You, provided that the data and information is used only in an aggregated form, without directly identifying You or any other entity or natural person as the source thereof.
  4. FEEDBACK.  If You provide Forum any feedback or suggestions regarding the Website or Content (“Feedback”), You hereby assign to Forum all rights in the Feedback and agree that Forum shall have the right to use such Feedback and related information in any manner it deems appropriate without a duty of accounting to You.  Forum will treat any Feedback You provide to Forum as non-confidential and non-proprietary.  You agree that You will not submit to Forum any information or ideas that You consider to be confidential or proprietary.
  5. DISPUTES. Except as otherwise provided below, the parties will attempt to resolve all disputes, controversies, or claims arising under, out of, or relating to these Terms of Use, including the formation, validity, binding effect, interpretation, performance, breach or termination, of these Terms of Use and the arbitrability of the issues submitted to arbitration hereunder and non-contractual claims relating to these Terms of Use (each, a “Dispute”), in accordance with the procedures set forth in this Section.  If any Dispute cannot be resolved through negotiations between the parties within five days of notice from one party to the other of the Dispute, such Dispute will be finally settled through binding arbitration under the arbitration of the American Arbitration Association (“AAA”) then in effect (the “Rules”).  Either party may commence the arbitration by delivering a request for arbitration as specified in the Rules.  The arbitration will be conducted before a sole neutral arbitrator selected by agreement of the parties.  If the parties cannot agree on the appointment of a single arbitrator within 30 days (the “Initial Period”) after either party delivers a request for arbitration, a neutral arbitrator will be selected as provided in the Rules.  The arbitration will be conducted exclusively in the English language at a site specified by Forum in the State of Colorado, U.S.A.  The award of the arbitrator will be the exclusive remedy of the parties for all claims, counterclaims, issues or accountings presented or plead to the arbitrator.  The award of the arbitrators will require payment of the costs, fees, and expenses incurred by the prevailing party in any such arbitration by the non-prevailing party.  Judgment upon the award may be entered in any court or governmental body having jurisdiction thereof.  Any additional costs, fees, or expenses incurred in enforcing the award may be charged against the party that resists its enforcement.
  6. GOVERNING LAW AND VENUE. The interpretation of the rights and obligations of the parties under this Terms of Use, including, to the extent applicable, any negotiations, arbitrations or other proceedings hereunder, will be governed in all respects exclusively by the laws of the State of Colorado, U.S.A., as such laws apply to contracts between residents of Colorado without regard to conflict of laws provisions thereof.  Subject to Section 14 (Disputes), each party will bring any action or proceeding arising from or relating to this Terms of Use exclusively in a federal or state court in the State of Colorado, U.S.A., and You irrevocably submit to the personal jurisdiction and venue of any such courts in any such action or proceeding brought in such courts by Forum.
  7. NOTICES. Unless otherwise specified in this Terms of Use, any notices required or allowed under these Terms of Use will be provided to Forum by postal mail to the address for Forum listed on the Website.  Forum may provide You with any notices required or allowed under these Terms of Use by sending You an email to any email address You provide to Forum, provided that in the case of any notice applicable both to You and other Users of the Website, Forum may instead provide such notice by posting on the Website.  Notices provided to Forum will be deemed given when actually received by Forum.  Notice provided to You will be deemed given 24 hours after posting to the Website or sending via e-mail, unless (as to e-mail) the sending party is notified that the e-mail address is invalid.
  8. LINKED SITES. The Website or Content may contain links to third-party sites or content that are not under the control of Forum.  If You access a third-party site or content from the Website, then You do so at Your own risk and Forum is not responsible for any content on any linked site.  You may establish a link to the Website, provided that the link does not state or imply any sponsorship or endorsement of Your site by Forum or any group or individual affiliated with Forum.  You may not use on Your site any Content or marks appearing on the Website.  You may not frame or otherwise incorporate into another site the content or other materials on the Website without Forum’s prior written consent.
  9. NO OFFERS OR RELIANCE. The information on this Website is provided for informational purposes only. No Content or other material on the Website shall be used or considered as an offer to sell or a solicitation of any offer to buy the securities or services of Forum or any other issuer. Offers can only be made where lawful under, and in compliance with, applicable law. Forum makes no representations that transactions, products, or services discussed on the Website are available or appropriate for sale or use in all jurisdictions or by all investors. Those who access the Website do so at their own initiative and are responsible for compliance with local laws or regulations. While Forum uses reasonable efforts to obtain information from reliable sources, Forum makes no representations or warranties as to the accuracy, reliability or completeness of any information or document at the Website obtained outside of Forum. Certain information on the Website may contain forward-looking statements, which reflect our views with respect to, among other things, our operations and financial performance. Such forward-looking statements are subject to various risks and uncertainties and speak only as of the date on which they are made. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from this indicated in these statements. You can identify these forward-looking statements by the use of words such as “outlook,” “indicator,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “anticipate,” “optimistic,” “intend,” “plan,” “estimate,” “aim,” “will” or the negative version of these words or similar expressions. Forum undertakes no obligation to update publicly or revise any information on the Website, whether as a result of new information, future developments or otherwise. Opinions and any other Contents at the Website are subject to change without notice.

Certain portions or pages of this website may be subject to additional disclosures and disclaimers. In the event of a conflict between these disclosures and disclaimers and these terms and conditions, the additional disclosures and disclaimers will govern such portions and pages.

Forum is not utilizing the Website to provide investment or other advice, and no information or material at the Website is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. In addition, no information, Content or other materials contained on the Website should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. Any transactions listed on the Website are included as representative transactions and are not necessarily reflective of overall performance. Forum does not advise on the tax consequences of any investment.

  1. ADDITIONAL TERMS. Unless otherwise amended, these Terms of Use will exclusively govern Your access to and use of the Website and Content, and is the complete and exclusive understanding and agreement between the parties, and supersedes any oral or written proposal, agreement or other communication between the parties, regarding Your access to and use of the Website and Content.  Except as expressly set forth in these Terms of Use, these Terms of Use may be amended or modified only by a writing signed by both parties.  All waivers by Forum under these Terms of Use must be in writing or later acknowledged by Forum in writing.  Any waiver or failure by Forum to enforce any provision of these Terms of Use on one occasion will not be deemed a waiver by Forum of any other provision or of such provision on any other occasion.  If any provision of these Terms of Use is held to be unenforceable, that provision will be removed to the extent necessary to comply with the law, replaced by a provision that most closely approximates the original intent and economic effect of the original to the extent consistent with the law, and the remaining provisions will remain in full force. Neither these Terms of Use nor any rights or obligations of You hereunder may be assigned or transferred by You (in whole or in part and including by sale, merger, consolidation, or other operation of law) without the prior written approval of Forum.  Any assignment in violation of the foregoing will be null and void.  Forum may assign these Terms of Use to any party that assumes Forum’s obligations hereunder.  The parties hereto are independent parties, not agents, employees or employers of the other or joint venturers, and neither acquires hereunder any right or ability to bind or enter into any obligation on behalf of the other.  Any reference herein to “including” will mean “including, without limitation.”  Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.

Forum’s private funds are offered in reliance on an exemption from the registration requirements of the Securities Act of 1933 and the Investment Company Act of 1940 and are not required to comply with specific disclosure requirements that apply to registration under these statutes. The SEC has not passed upon the merits of or given its approval to any of Forum’s private funds, the terms of any offering, or the accuracy or completeness of any offering materials. A registration statement has not been filed for any of Forum’s private funds with the SEC.

Interests in private funds are typically not listed on an exchange and are subject to legal restrictions on transfer and resale. Investors should not assume they will be able to sell their securities. Private funds are speculative investments, and are not suitable for all investors, nor do they constitute a complete investment program. Investing in securities involves risk. Investors should be able to bear the loss of their investments. See the private offering memorandum for each Forum private fund for complete information and risk factors.

Only sophisticated investors who meet the necessary qualification standards will be admitted as limited partners to a Forum private fund. For natural persons, investors must meet SEC requirements including minimum annual income or net worth thresholds.

Forum has not compensated any party for any endorsement or ranking that may be shared or referenced on this website, and Forum is not aware of any material conflicts of interest arising from any endorsements or rankings.

Performance data is subject to revision following each monthly or quarterly reconciliation and/or annual audit. Current performance may be lower or higher than the performance data presented. The performance of Forum’s funds may not be directly comparable to the performance of other private or registered funds. Current investors may obtain the most current performance data for a Forum fund by sending a request via email to InvestorRelations@forumig.com.

Contact Information:

Forum Investment Group LLC / Forum Capital Advisors LLC
240 Saint Paul Street, Suite 400
Denver, CO 80206
Phone: 303.501.8860
Website: www.forumig.com