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Terms and Conditions

  1. Introduction 1.1. These terms and conditions ("Terms") govern the relationship between Fortem Equities ("Fortem") and its clients regarding investment services provided by Fortem Equities. 1.2. By engaging in any investment activities with Fortem Equities, clients agree to abide by these Terms.

  2. Investment Services 2.1. Fortem Equities provides investment management services across various sectors, including but not limited to agriculture, real estate, energy, technology, and alternative strategies. 2.2. Clients acknowledge that investment opportunities may vary in terms of risk, return, and duration, and they are responsible for conducting due diligence before making any investment decisions.

  3. Client Eligibility 3.1. Clients must meet Fortem Equities' eligibility criteria, which may include financial suitability, legal capacity, and regulatory compliance. 3.2. Fortem Equities reserves the right to refuse services to any client who does not meet the eligibility criteria or whose conduct is deemed inappropriate.

  4. Investment Risk 4.1. Clients understand that all investments carry inherent risks, including the risk of loss of capital. 4.2. Fortem Equities endeavors to mitigate risks through diligent research, analysis, and risk management strategies, but clients acknowledge that investment outcomes are not guaranteed.

  5. Investment Process 5.1. Clients agree to follow Fortem Equities' investment process, which may include completing necessary documentation, providing accurate information, and adhering to investment guidelines. 5.2. Fortem Equities reserves the right to modify the investment process as deemed necessary and communicate any changes to clients in a timely manner.

  6. Fees and Charges 6.1. Clients acknowledge that Fortem Equities may charge fees for investment management services rendered. 6.2. Fee structures will be disclosed to clients prior to engaging in any investment activities, and clients are responsible for paying all applicable fees and charges.

  7. Confidentiality 7.1. Fortem Equities and its clients agree to maintain confidentiality regarding all sensitive information exchanged during the course of their business relationship. 7.2. Information shared between Fortem Equities and its clients will be used solely for the purpose of providing investment services and will not be disclosed to third parties without prior consent.

  8. Termination 8.1. Either party may terminate the investment agreement with prior written notice to the other party. 8.2. Termination of the agreement does not relieve either party of any obligations accrued prior to the termination date.

  9. Governing Law and Jurisdiction 9.1. These Terms shall be governed by and construed in accordance with the laws of [jurisdiction]. 9.2. Any disputes arising from or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of [jurisdiction].

  10. Amendments 10.1. Fortem Equities reserves the right to amend these Terms at any time. 10.2. Clients will be notified of any amendments to these Terms, and continued engagement in investment activities with Fortem Equities constitutes acceptance of the amended Terms.

  11. Limitation of Liability 11.1. Fortem Equities shall not be liable for any indirect, consequential, or incidental damages arising out of or in connection with the investment services provided. 11.2. In no event shall Fortem Equities' total liability exceed the total fees paid by the client for the investment services rendered.

  12. Indemnification 12.1. Clients agree to indemnify and hold Fortem Equities harmless from any claims, losses, or damages arising out of or in connection with their investment activities.

  13. Severability 13.1. If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

  14. Entire Agreement 14.1. These Terms constitute the entire agreement between Fortem Equities and its clients regarding the subject matter herein and supersede all prior agreements and understandings.

  15. Contact Information For inquiries or assistance regarding these Terms, clients may contact Fortem Equities at [contact information].

By engaging in investment activities with Fortem Equities, clients signify their understanding and acceptance of these Terms.