Terms of Service

This tax preparation agreement (the “Agreement”) between Range Tax, LLC (“Range,” “we,” “us”) and you (“you,” or “your,” or similar terms) governs our provision of tax preparation services to you. The start date for our engagement is the date you sign the agreement below. The engagement is terminated upon our delivery of the tax returns to you.

1. Scope of Engagement. We will prepare the following personal income tax returns (collectively, the "returns"): Form 1040, U.S. Individual Income Tax Return; resident state income tax return (if applicable), and local income tax return (if applicable). You are responsible for notifying us if it is necessary to prepare any state and local income returns for jurisdictions other than those in which you currently reside as of the date of this Agreement by reason of having deemed yourself a resident and/or having taxable activity in such jurisdictions for the tax year ended December 31, 2023. Except as set forth herein, we are responsible for preparing one return with each of the foregoing jurisdictions for the tax year ended December 31, 2023. You may request the preparation or amendment of returns for any other tax years that may be due to any taxing authority, which we may agree to prepare under this Agreement in our sole discretion. 

If any return we are to prepare in connection with this engagement is a joint return, and because both parties to a joint return will sign such return, then each party to such joint return is our client. You each acknowledge that there is no expectation of privacy from the other concerning our services in connection with this Agreement, and we are at liberty to share with either of you, without the prior consent of the other, any and all documents and other information concerning preparation of your return. You also acknowledge that unless we are notified otherwise in advance and in writing, we may construe an instruction from either of you to be an instruction on your joint behalf.

We will prepare the returns solely for filing with the Internal Revenue Service (the “IRS”) and applicable state and local taxing authorities. The returns are not intended to benefit or influence any third party, either to obtain debt or equity financing or for any other purpose other than the purpose intended by the taxing authorities. As a result, you agree to indemnify and hold us, including, without limitation, any of our partners, principals, shareholders, officers, directors, members, employees, agents or assigns, harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS and state and local tax authorities regardless of the nature of the claim, including the negligence of any party.

2. Your Responsibilities. You are responsible for determining your state or local tax filing obligations with all state and local tax authorities. You agree that it is your sole responsibility to research and conform to all filing obligations. If you have income tax filing requirements in a given state or local jurisdiction but do not file that return, there could be possible adverse ramifications, such as an unlimited statute of limitations, interest charges, penalties, etc. State and local income tax filing requirements are changing rapidly. You may have a filing requirement in a state or local jurisdiction for which you did not file in prior years because the jurisdiction’s filing requirements have changed. If it comes to our attention that you may have an obligation to file additional tax returns which we have not been retained to prepare, we will notify you and ask you to contact us. If you ask us to prepare additional returns, additional fees will be charged to reflect this service.

We will prepare the returns from information that you will furnish to us. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. If requested by you, we will furnish you with a detailed client organizer and/or worksheets to guide you in gathering the necessary information.

The timeliness of your cooperation is essential to our ability to complete our Services under this Agreement. Specifically, we must receive sufficient information from which to prepare your returns within a reasonable period of time prior to the applicable filing deadline (generally, April 15th, 2024, unless we have agreed to prepare your returns in advance of a tax extension filed by you). Accordingly, if we do not receive this information from you within 30 calendar days of the applicable filing deadline, it may be necessary to pursue extensions of the due date of your returns, and we reserve the right to suspend our services or terminate this Agreement.

The IRS requires you to file certain disclosure statements regarding tax strategies and reportable transactions. Unless you advise us otherwise or specific disclosure information is furnished to us, we will assume that none of the transactions that will be reflected on your returns were: (1) entered into subject to an agreement that requires you to keep the transaction confidential, (2) entered into subject to an agreement that the fee you paid would be contingent upon your receiving the transaction’s intended tax benefits, (3) identified in U.S. Treasury Regulations as loss transactions that must be disclosed, including loss transactions that pass-through to you from S Corporations, partnerships and trusts, if applicable, or (4) the same as or substantially similar to a transaction identified by the IRS as a tax avoidance transaction. You agree to hold us harmless with respect to any additional taxes, penalties, or interest imposed on you by taxing authorities resulting from your failure to timely notify us, in writing, of all such transactions in order to facilitate the timely preparation and filing of your tax returns.

You are responsible for maintaining adequate documentation to substantiate the accuracy and completeness of your tax returns. You should retain all documents, canceled checks and other data that provide evidence and support for reported income, credits, and deductions on your returns as required under tax law. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You are responsible for the adequacy of all such documents. You represent that you have such documentation and can produce it if needed to respond to any audit or inquiry by taxing agencies. You agree to hold us harmless with respect to any additional taxes, penalties, or interest imposed on you by taxing authorities resulting from the disallowance of tax deductions due to inadequate documentation. At your request, we are available to answer your questions and advise you on the types of documentation required. You agree that you will not and are not entitled to rely on any advice unless it is provided in writing.  You have the final responsibility for the returns and, therefore, you should review them carefully for accuracy and completeness before you sign them.

3. Our Responsibilities. We may encounter instances where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. In those instances, we will discuss with you each of the reasonable alternative courses of action, including the risks and consequences of each such alternative. In the end, we will adopt, on your behalf, the alternative that you select after having considered the information provided by us, provided it is consistent with our understanding of current law and its interpretation. If the IRS or state tax authorities later contest the position taken, there may be an assessment of additional tax, interest, and penalties. We assume no liability for and you hereby release us from any such additional tax, interest, and penalties.

Pursuant to applicable tax law, we are forbidden from signing a return unless we have a reasonable belief that there is substantial authority for a tax position taken on the return, or unless we have a reasonable belief that there is a reasonable basis for the tax position taken on the return and we disclose this tax position on a separate attachment to the return. Substantial authority is generally viewed by tax professionals as requiring at least a 40% probability that the tax position taken will be sustained on its merits. However, under no circumstances may we sign a return with a tax position that has no reasonable basis. 

We will not audit or otherwise verify the information you submit to us. Accordingly, our engagement cannot be relied upon to disclose errors, fraud, or other illegal acts that may exist. However, it may be necessary to ask you for clarification of some of the information you provide, and we will inform you of any material errors, fraud, or other illegal acts that come to our attention. You agree that you will not and are not entitled to rely on any advice unless it is provided in writing.

Federal and certain state and local laws require the electronic filing of certain tax returns, requests for extensions or tax payments (i.e., quarterly estimates or other tax deposits). In some cases, a taxpayer may elect to file a tax return or make a payment in paper format and in other case a taxpayer may not be permitted to opt out of electronic filing or payment. If you would like to opt out of electronic filing or payment and file returns or pay in paper format, you must contact us immediately so that we can determine if opting out is legally permissible and provide you with any required documentation. Our engagement includes our e-filing of your returns and submission of related payments. We will send you the returns or vouchers for your review together with Form 8879, IRS e-file Signature Authorization, as well as any applicable state and local authorization forms, which you must complete, sign, and return to us. We will not e-file or electronically submit payments until we have received such forms and we are not responsible for any penalties or interest charges arising from any such late filing or payment.

We reserve the right to suspend our services or withdraw from this Agreement. If we elect to terminate our services, our engagement will be deemed to have been completed upon written notification of termination, even if we have not completed your returns. For these purposes, any inability to sign the tax return, non-responsiveness by you to requests for information, or disagreement by you with our recommendations regarding tax return filing and reporting obligations, tax return positions to be taken, or disclosures to be made in the returns (among other things) will constitute a basis for our election to terminate our services. 

This Agreement does not include tax planning services. During the course of preparing the returns, we may bring to your attention certain available tax saving strategies for you to consider as possible means of reducing your income taxes in subsequent tax years. However, we are under no obligation to do so, and will take no action with respect to any such recommendations, as the responsibility for implementation remains with you, the taxpayer.

Your returns may be selected for review by the taxing authorities, or you may receive a notice requesting a response to certain issues on your tax return. Any proposed adjustments by the taxing authorities are subject to certain rights of appeal. In the event of such tax examination or inquiry, we will be available upon request to represent you or respond to such inquiry. At that time, we will provide you a separate agreement to clarify the nature and extent of services we will provide regarding the tax examination or inquiry response and will render additional invoices for these services and any expenses incurred. Such services are not within the scope of services of this Agreement.

4. Foreign Assets and Accounts. The Internal Revenue Code of 1986, as amended (the “Code”) requires taxpayers to report any interest in specified foreign financial assets if the aggregate of such assets exceeds a threshold level. Accordingly, we shall also prepare Form 8938, Statement of Specified Foreign Financial Assets if you notify us that you are required to report these assets.

5. Self-Directed Retirement Plans. Individuals who hold certain investments within their self-directed retirement plans, such as private equity or leveraged real estate, may be required to cause such retirement plan to submit an additional tax return filing (Form 990-T, Exempt Organization Business Income Tax Return) as certain types of income attributable to these investments are considered unrelated business taxable income (“UBTI”), which is subject to income tax. If your self-directed retirement plan has made any investment which generates UBTI, you need to contact your plan custodian to determine what additional steps, if any, are required to comply with the current tax laws. To the best of your knowledge and belief, and unless specifically indicated to us that a representation cannot be made, you confirm that your self-directed retirement plan(s) have not recognized any UBTI and therefore do not require additional filings to comply with current federal tax law. The filing of Form 990-T is not within the scope of services of this Agreement. 

6. Penalties and Interest. Various penalties and interest charges are imposed when taxpayers fail to comply with federal, state, and local tax law, including without limitation, failing to file or late filing of tax returns, and failing to pay the full amount of taxes owed by the filing due date. Furthermore, additional penalties and interest are imposed when taxpayers fail to remit the proper amount in respect of subsequent year tax estimates. Based on information you have provided to us, we can assist you in determining the correct amount of taxes owed for the current year and subsequent year tax estimates. You acknowledge that any penalties and interest that arise due to the underestimation of current year taxes owed or subsequent year tax estimates remitted are your responsibility, and that we have no responsibility in that regard.

7. Changes in Tax Law and Information. The returns we prepare for you are based on the current tax law, as we understand it, at the time of preparing the returns. We are not responsible for future changes in the law that may affect returns we have already prepared in connection with prior tax years, including changes that may require the amendment of previously filed returns. While we may attempt to advise you of such changes, we are under no obligation to do so. In addition, if, during our work, we discover information that affects your previously filed tax returns, we will make you aware of the facts; however, we are not responsible for identifying items that may affect previously filed returns. If you become aware of such information, please advise us of such information. Should you desire that we prepare amended returns, we may separately agree to do so by means of a separate agreement with you.

8. Taxpayer Privileges; Disclosure. As provided in U.S. Treasury Regulations, you and each of your representatives or other agents may disclose to any and all persons without limitation of any kind the tax treatment and tax structure of any transaction that may fall within the scope of services under this Agreement and all materials of any kind, including opinions or other tax analyses, that may be provided to you by us relating to any such tax treatment and tax structure.

You acknowledge that certain documents and other communications involving and/or disclosed to or by us may be subject to one or more claims of privilege by you or on your behalf (e.g., the Code Section 7525 tax advisory privilege, etc.). Although you are solely responsible for managing the recognition, establishment and maintenance (e.g., possible waiver) of these possible protections (and for involving legal counsel as you deem necessary), you will notify us if you wish to invoke the confidentiality privilege and us will cooperate with your reasonable written instructions regarding same. You should be aware that should circumstances arise where you wish to divulge or have us divulge privileged information to other parties, such disclosure may result in a waiver of the confidentiality privilege. If you wish us to divulge privileged information, you must provide us with advance written authority to make such disclosure. In addition, if it is ultimately determined that a significant purpose of the tax matter was to avoid or evade any federal income tax, you should be aware that the confidentiality privilege under Code Section 7525 will not apply to the communications between us and yourself. 

If we receive a request from a third party, including the IRS (including a subpoena, summons, or discovery demand in litigation) calling for production of privileged information, we will notify you and follow your reasonable instructions regarding any third-party requests for such material before we will disclose such information as may be required under applicable laws or rules. You hereby agree to hold us harmless from, and be responsible for, our fees and expenses incurred (including attorneys’ fees, court costs, costs of outside advisors and any other cost imposed, whether by way of penalty or otherwise) as a result of your assertion of the confidentiality privilege or your direction to us to assert the privilege on your behalf or in the event that we determine that it is required by applicable law or rules to assert the privilege without having received your direction.

9. Fees and Billings. Our services under this Agreement are included as part of your existing Platinum or Titanium subscription with Range Finance Inc. (“Range Finance”). In the event you are no longer a Platinum or Titanium subscriber during the term of this Agreement due to the termination of your subscription or otherwise, this Agreement will automatically terminate. In the event that we encounter unusual circumstances that would require us to expand the scope of the services under this Agreement, we will adjust our fee with your prior approval before performing the expanded services.

If our work is suspended or terminated, you agree that we will not be responsible for your failure to meet taxing authority and/or other deadlines, for any penalties or interest charges that may be assessed against you resulting from the failure to meet such deadlines, and for any other damages (including, but not limited to consequential, indirect, lost profits, or punitive damages) incurred as a result of the suspension or termination of our work. As discussed above, in the event we are required to respond to a subpoena, summons, court order or other legal process for the production of documents and/or testimony relative to information we obtained and/or prepared during the course of performing the services under this Agreement, you agree to compensate us for the time we expend in connection with such response, and to reimburse us for all of our out-of-pocket costs incurred in that regard. Further, in the event that we become obligated to pay any judgment under a court proceeding, an award under any mediation proceeding, or penalty assessed by any taxing authority in our capacity as a tax preparer, you agree to pay any amount required in settlement of such obligation, and any costs incurred as a result of any inaccurate or incomplete information that you provided to us during the course of performing the services under this Agreement. You agree to indemnify us, defend us, and hold us harmless against such obligations and/or costs.

10. Record Retention Policy. It is our policy to retain your documentation for a period of seven years, after which time we will commence the process of destroying the contents of our files. To the extent we accumulate any of your original records during the term of this Agreement, those documents will be returned to you promptly upon termination.

11. Resolution of Disputes. You agree that any dispute that may arise regarding the meaning, performance, or enforcement of this engagement will, prior to resorting to litigation, be submitted to mediation, and that you will engage in the mediation process in good faith once a written request to mediate has been given by either party to the engagement. Any mediation initiated as a result of this engagement shall be administered by a law firm specializing in the mediation process, not associated with either party, and selected by us, according to its mediation rules. Any ensuing litigation shall be conducted within the County of Fairfax, Virginia, according to Virginia. The results of any such mediation shall be binding only upon agreement of each party to be bound. The costs of any mediation proceeding shall be shared equally by the participating parties. Any litigation arising out of this engagement, except actions by us to enforce payment of our invoices, must be filed within one year from the completion of the engagement, notwithstanding any statutory provision to the contrary. 

Our liability relating to the performance of the services rendered under this engagement letter is limited solely to direct damage sustained by you. In no event shall we be liable for the consequential, special, incidental, or punitive loss, damage, or expense caused to you or to any third party (including, without limitation, lost profits, opportunity costs, etc.). Notwithstanding the foregoing, in the event of litigation brought against us (regardless of form of action, whether in contract, negligence or otherwise), any judgment you obtain shall be limited in amount, and shall not exceed the amount of the fee charged by us, and paid by you, for the services set forth in this engagement letter. The provisions set forth in this paragraph shall survive the completion of the engagement.

12. Electronic Communication. In the interest of facilitating our services to you, we may communicate by facsimile transmission or send data over the Internet. Such communications may include information that is confidential to you. While we will use reasonable efforts to keep such communications secure in accordance with our obligations under applicable laws and professional standards, you recognize and accept that we have no control over the unauthorized interception of these communications once they have been sent and consent to our use of these electronic devices during this engagement. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from the use of email transmissions, including any consequential, incidental, direct, indirect, or special damages, such as loss of revenues or anticipated profits, or disclosure or communication of confidential or proprietary information.

13. Personal Information. The respective rights and responsibilities of us and you regarding the collection, processing, and use of your personal information and your rights to limit the use and disclosure of such information, are set forth in the Range Finance, Inc. Privacy Policy, as amended from time to time, available at www.range.com. Such rights and responsibilities are further defined by applicable laws and regulations of national and state governments and international bodies. In the event of any controversy regarding our collection, use, processing, transfer, or receipt of any information about you, you agree that remedies will be expressly limited to those specifically provided by the applicable laws and regulations, in accordance with this letter. 

14. Entire Agreement. This engagement letter is contractual in nature and includes all of the relevant terms and conditions that will govern the engagement for which it has been prepared. The terms and conditions of this letter supersede any prior oral or written representations or commitments by or between the parties. If any provision of the letter is declared invalid or unenforceable, the remaining provisions shall remain in effect.

15. Electronic Signatures. Your intentional action in electronically signing this Agreement is valid evidence of your consent to be legally bound by this Agreement. The use of an electronic version of any documents fully satisfies any requirement that they be provided to you in writing. You are solely responsible for reviewing and understanding all of the terms and conditions of these documents. You accept as reasonable and proper notice, for the purpose of any and all laws, rules, and regulations, notice by electronic means, including, the posting of modifications to this Agreement on the Range website. The electronically stored copy of this Agreement is considered to be the true, complete, valid, authentic, and enforceable record of the Agreement, admissible in judicial or administrative proceedings to the same extent as if the documents and records were originally generated and maintained in printed form. You agree to not contest the admissibility or enforceability of Range’s electronically stored copy of the Agreement in any proceeding arising out of the terms and conditions of the Agreement. If more than one individual has electronically signed this Agreement, your obligations under this Agreement will be joint and several.

By clicking the “Agree” button, you acknowledge that you (on your own behalf and, if this any return we are to prepare in connection with this engagement is a joint return, on your spouse’s behalf): 

  1. have read, understand, and agree with all of the terms and conditions set forth in this Agreement;
  2. have received a copy of Range’s Privacy Policy; and
  3. understand that clicking “Agree” is the legal equivalent of manually signing this Agreement, and that you will be legally bound by its terms and conditions.

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Last Updated:  September 20, 2023

Range Finance, Inc. (“Range” “we,” “us,” or “our”), know that data privacy is very important to you.  We have created this privacy policy (the “Privacy Policy”) to describe what kinds of personal information we may obtain through:

  • Our website located at www.range.com (the “Site”);
  • Out AI-enhanced wealth management platform, which is made available to you through our Site (the “Platform”);
  • Our personalized financial advice mobile application, which are accessible through tablets, smart phones, and other devices (the “App”);
  • Any other website, mobile application, or digital property that links to this Privacy Policy; and 
  • When you interact with us in any other way.

By accessing or using the Site, the Platform, the App, or any other website, web application, or digital property that links to this Privacy Policy (collectively, the “Digital Properties”), you may access or use our investment advisory and related services (collectively, the “Services”).  Our Services are only available to individuals aged 18 or older. If you are under the age of 18, you may not use our Services. 

By accepting this Privacy Policy, accessing or using any Digital Properties, the Services, or otherwise manifesting your assent to this Privacy Policy, you agree to be bound by this Privacy Policy. If you are accepting this Privacy Policy on behalf of your employer or another organization, you hereby certify that you are authorized to bind such party to the terms of this Privacy Policy. If you do not agree to (or cannot comply with) all of the terms of this Privacy Policy you may not access or use the Digital Properties or the Services.

Capitalized terms not defined in this Privacy Policy shall have the meaning set forth in our Terms of Service (https://www.range.com/public/terms).

This Privacy Policy will help you understand the following:

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Table of Contents

I. INFORMATION WE COLLECT

1. Contact Information

2. Account Information

3. Payment Information

4. Information obtained automatically from your online activity

5. Information Obtained From Third-Party Analytics Services

6. Information Obtained From Other Sources

II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

III. INFORMATION USE AND SHARING

IV. YOUR CHOICES

V. HOW WE PROTECT YOUR INFORMATION

VI. RETENTION OF YOUR INFORMATION

VII. CHILDREN’S PRIVACY

VIII. EXTERNAL WEBSITES AND THIRD PARTIES

IX. DO NOT TRACK

X. NOTICE TO CALIFORNIA RESIDENTS

XI. NOTICE TO NEVADA RESIDENTS

XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

XIII. UPDATES TO THIS PRIVACY POLICY

XIV. HOW TO CONTACT US

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I. INFORMATION WE COLLECT 

In the course of operating the Digital Properties, providing the Services and/or interacting with you, Range collects and/or receives the following types of information, which may include personal information.

  1. Contact Information

We collect contact information through our Digital Properties and Services, which typically includes name, email address, phone number, and any information provided in messages to us (“Contact Information”). We use Contact Information for purposes such as providing information about the Services, responding to your inquiries, sending you email alerts (including marketing emails), verifying your identity, maintaining our waitlist for clients seeking to open a Member Account, or providing you the Services. 

  1. Account Information

Member Accounts:  To access and use our Services, you will need to access our Platform and/or download the App (available on iOS and Android), and open one or more accounts with Range (each a “Member Account”). In order to open Member Account(s), you will be required to provide certain information in addition to Contact Information such as your date and country of birth, nationality,  passport numbers (or numbers associated with other government issued identification), Social Security Number or Tax ID, gender, marital status, photo, employer name and address, information about the beneficiaries you choose to list, including the beneficiaries name, birth date and Social Security Number, financial information such as bank account and payment card details, suitability information, income, revenue, and other sources of funds, account balance, credit scores, tax information and other information about financial situation, investment objectives, stock restrictions, approximate net worth, and risk preferences and tolerance. 

We reserve the right to accept or decline any application(s) for Member Accounts in our sole and absolute discretion. 

Investment Advisory Agreements: Once we approve your application for a Member Account, you will be required to acknowledge certain disclosures and enter into various agreements with Range which may include, but are not limited to, investment advisory agreements and subscription agreement(s) (collectively, “Investment Advisory Agreements”). Range may request that you provide ACH transfer information or wiring instructions in connection with the Services. Applicable fees and payment terms are described in the Investment Advisory Agreements. 

  1. Payment Information

In order to purchase Services, you may be required to provide our third party payment processor(s) such as Stripe (“each a “Payment Processor”) with certain credit or debit card information, ACH transfer information or wiring instructions (collectively, the “Payment Information”).  We do not obtain access to the Payment Information. Our Payment Processor(s) will collect on our behalf information about your payment for Services (“Transaction Information”). By using the Services, you acknowledge and agree that if and to the extent your Payment Information, Transaction Information, and/or any other information is collected by or transferred to Stripe, or any other Payment Processor, such information will be governed by its applicable privacy policy, and that you expressly agree to the terms of such privacy policy.  You hereby expressly grant us the right, power, and authority to access and transmit your information as reasonably necessary for the Payment Processor(s) to provide its services to you in connection with your use of our Services. 

  1. Information obtained automatically from your online activity

When you access or use any of our Digital Properties and/or Services, we use browser cookies, pixels, web server logs, web beacons, and similar technologies (collectively, “Tracking Technologies”) to automatically collect or receive certain standard technical information and other data (such as traffic data, location data, logs and other communications data) sent to us by your computer, mobile device, tablet, or any other device over time on our Digital Properties, and your online activity across third party websites, apps, and devices. We may also evaluate your computer, mobile phone, or other access device to identify any malicious software or activity that may affect the availability of our Digital Properties and Services. 

When you access or use any of our Digital Properties and/or Services, advertising companies, analytics networks and providers, and other third parties may use Tracking Technologies to collect information about your online activities over time and across different websites, apps, online services, digital properties and devices. 

The data we or third parties collect automatically may include personal information and/or statistical data that may not identify you personally; however, we or third parties may maintain, combine, or associate it with personal information collected in other ways or received from third parties. We and/or third parties use this information to (i) enhance the performance and functionality of our Digital Properties and/or Services; (ii) personalize your experience with the Digital Properties and/or Services, understand how you use our Digital Properties and/or Services, maintain a persistent session, and improve and further develop our Digital Properties and/or Services; and (iii) serve targeted and other advertising, and provide custom experiences, across other sites, apps, online services, digital properties and devices, measure how the ads perform, and for analytics purposes. 

The Tracking Technologies used on the Digital Properties and Services include the following, among others: 

Cookies: Cookies are small packets of data that a website stores on your computer’s hard drive so that your computer will “remember” information about your visit. In addition to collecting information, we use cookies to help us authenticate users, provide content of interest to you, analyze which features you use most frequently, and measure and optimize advertising and promotional effectiveness. To do this, we may use both session cookies, which expire once you close your web browser, and persistent cookies, which stay on your computer until you delete them. For information regarding your choices regarding Cookies, please see Section IV of this Privacy Policy.

Local Storage Technologies: We may use local storage technologies, like HTML5, that provide cookie-equivalent functionality but can store larger amounts of data on your device outside of your browser in connection with specific applications. 

Web Beacons: We use Web beacons, also known as pixel tags or clear GIFs,  to demonstrate that a webpage or email address was accessed or opened, or that certain content was viewed or clicked. 

Third Party Sites: When access to the Digital Properties and/or Services is made available to you through third-party sites, such as social media, please be aware that these other sites maintain their own policies regarding Tracking Technologies and the collection and use of information. You are responsible for reviewing those policies. 

  1. Information Obtained From Third-Party Analytics Services

We use third-party analytics services (such as Google Analytics) to evaluate your access and use of the Digital Properties and the Services, compile reports on activity, collect demographic data, analyze performance metrics, and collect and evaluate other information relating to device and internet usage. These third party analytics services use cookies and other Tracking Technologies to help analyze and provide us the data. By accessing or using any of the Digital Properties and/or the Services, you consent to the processing of data about you by these analytics providers in the manner and for the purposes set out in this Privacy Policy. The information used by such analytics services is generally at the aggregate level. Google and other services may associate such data with visitation information collected from our Digital Properties. 

We may add to or change these third-party analytics services from time to time. For more information on our analytics services, including how to opt out from certain data collection, please visit the sites below. Please be advised that if you opt out of any service, you may not be able to use the full functionality of the Digital Properties or the Services. If you have any questions, or to request a current list of our third-party analytics services, please contact us as set forth in Section XIII (“How to Contact Us”).

For more information on Google Analytics, including how to opt out from certain data collection, please visit https://www.google.com/analytics 

  1. Information Obtained From Other Sources

Social Media: We maintain a presence on LinkedIn, Facebook, Twitter and other social media and third-party sites, including our accounts, pages and related activities. We may collect personal information when you visit or use social media, including when you access our Digital Properties or Services from social media. We will do so in accordance with the terms of use and privacy policies of those sites, apps and applicable law. Personal information may also be collected by the third-party social media sites that host our social media pages. These sites may provide aggregate information and analysis to us about visitors’ use of our social media pages. This allows us to better understand and analyze our user growth, general demographic information about the users of these pages, and interaction with the content that we post. Overall, this information may be used to help us understand the types of visitors and users of our social media pages and use of the content. This Privacy Policy does not cover personal information collected by such third-party social media sites. For more information on their privacy and security practices please review the privacy policies and terms of use on their respective websites.

Service Providers: We may collect or receive your personal information from third party service providers such as credit bureaus and service providers (e.g., providers of Anti-Money Laundering (“AML”) or Know Your Customer (“KYC”) services).

Government and Public Sources: As permitted by applicable law, we may also collect or receive your personal information from publicly available government records, directories, and sources such as courts, tax authorities, government agencies, regulatory authorities, and law enforcement.

Inferences: We may collect or receive inferences, which are assumptions or extrapolations that have been drawn from your information to create a profile which may include your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.

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II. INFORMATION COLLECTED THROUGH THE DIGITAL PROPERTIES AND/OR SERVICES THAT IS NOT COVERED BY THIS PRIVACY POLICY

You may voluntarily post and share information including, but not limited to comments through forums and other similar features available from time to time through the Digital Properties and/or the Services. None of the information you provide through the use of these features is protected by this Privacy Policy including any personal information. THIS PRIVACY POLICY DOES NOT APPLY TO ANY INFORMATION (INCLUDING PERSONAL INFORMATION) THAT YOU PROVIDE USING ANY SUCH FEATURES. ALL SUCH INFORMATION IS PUBLIC INFORMATION AND MAY BE VIEWED, COLLECTED, USED, MODIFIED AND/OR DISCLOSED FOR ANY PURPOSE BY RANGE, AND ANY USER OF THE DIGITAL PROPERTIES AND THE SERVICES.

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III. INFORMATION USE AND SHARING

We may use and share your personal information as set forth below:

  • To onboard you as a client for the Services;
  • When you use the Services, for identity verification, credit, AML, KYC checks, or other due diligence efforts;
  • To provide the Services including servicing, maintaining and protecting your Member Account(s), and processing  transactions in your Member Account(s);
  • To monitor, support, analyze, and improve the Services;
  • To communicate with you regarding the Services and your Member Account(s);
  • To fulfill your requests for information regarding new or improved products and services;
  • To engage in marketing, advertising, and tracking activities, and evaluate the efficacy of our efforts, provided that, where required under applicable law, we will obtain your prior opt-in consent to send electronic marketing communications and/or our newsletter;
  • To engage research, project planning, troubleshooting problems, and detecting and protecting against error, fraud, or other criminal activity;
  • To protect the safety and security of our Services, businesses and customers;
  • To third-party contractors and service providers that provide services to us in the operation of our business and assistance with the Services, such as technical support for our Digital Properties, servicing Member Account(s), and providing services such as administrators, custodians, marketing and advertising companies, payment processors, consulting service organizations, IT and cloud service providers, among others; 
  • To create and disclose aggregated, anonymous, user statistics and other information to (i) affiliates, agents, business partners, and other third parties; (ii) describe the Services to current and prospective business partners; and (iii) other third parties for lawful purposes; 
  • To share some or all of your information with our parent company, subsidiaries, affiliates or other companies under common control with us;  
  • To fulfill our legal and regulatory requirements;
  • To comply with applicable law, such as to comply with a subpoena, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request;
  • To assess or complete a corporate sale, merger, reorganization, sale of assets, dissolution, investment, or similar corporate event where we expect that your personal information will be part of the transferred assets; 
  • To audit our internal processes for compliance with legal and contractual requirements or our internal policies;
  • To prevent, identify, investigate, and deter fraudulent, harmful, unauthorized, unethical, or illegal activity, including cyberattacks and identity theft; and
  • Otherwise, with your consent.

We will take reasonable measures (e.g., by contract) to require that any party receiving any of your personal information from us, including for purposes of providing the Services, undertakes to: (i) retain and use such information only for the purposes set out in this Privacy Policy; (ii) not disclose your personal information except with your consent, as permitted by applicable law, or as permitted by this Privacy Policy; and (iii) generally protect the privacy of your personal information. Additionally, certain services may be provided through independent third parties, including but not limited to, tax preparation, estate document drafting and investment management, that are not affiliated with Range, and may operate under their own privacy policies.

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IV. YOUR CHOICES

Update Information: If the personal information we have for you changes, you may correct, update, or delete it by contacting us as set forth in Section XIV of this Privacy Policy. Clients may correct, update, or delete some of their personal information directly in their Member Account(s). We will use commercially reasonable efforts to process all such requests in a timely manner. You should be aware, however, that it is not always possible to completely remove or modify information in our databases.  Additionally, we will retain and use your information (or copies thereof) as necessary to comply with our legal and/or regulatory obligations, resolve disputes, and enforce our agreements. 

Marketing Communications: You may manage your receipt of marketing and non-transactional communications by clicking on the “unsubscribe” link located on the bottom of any of our marketing emails. Please note that you cannot opt out of receiving transactional e-mails. 

Cookie Management: Most browsers let you remove or reject cookies.  To do this, follow the instructions in your browser settings.  Many browsers accept cookies by default until you change your settings.  Please note that if you set your browser to disable cookies or other Tracking Technologies, the Digital Properties and/or the Services may not work properly.  For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. 

You will need to apply these opt-out settings on each device from which you wish to opt-out.  We cannot offer any assurances as to whether the companies we work with participate in the opt-out programs described above. 

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V. HOW WE PROTECT YOUR INFORMATION

We take commercially reasonable steps to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. We use Secure Sockets Layer (SSL) and other transmission technologies to encrypt your information so as to prevent unauthorized access in transit. Please understand, however, that no security system is impenetrable. Please note that although we employ industry-standard security measures to safeguard the security of your information, no transmissions made on or through the Internet are guaranteed to be secure. Therefore, we cannot ensure the absolute security of any information you transmit to us, and you use our Digital Properties and Services and provide us with your information at your own risk.

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VI. RETENTION OF YOUR INFORMATION

We will retain your personal information for as long as it serves the purpose(s) for which it was initially collected as stated in this Privacy Policy or subsequently authorized. We will also retain and use your personal information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. If your customer relationship with Range ends, we will not destroy your information unless required or permitted by law. We will continue to treat your personal information in accordance with this Privacy Policy and applicable laws.

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VII. CHILDREN’S PRIVACY

Our Services are only available to individuals aged 18 or older, and we do not knowingly collect personal information from any person under the age of 18. If an individual under the age of 18 has provided us with personal information, a parent or guardian of that child may contact us and request that such information be deleted, and we will endeavor to delete that information from our databases.

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VIII. EXTERNAL WEBSITES AND THIRD PARTIES

Unless explicitly stated otherwise, our Privacy Policy addresses only our use and disclosure of information we collect from and/or about you in your interactions with Range and the Services. If you choose to disclose information to third parties, the use and disclosure restrictions contained in this Privacy Policy will not apply, as we do not control the privacy policies of such third parties, nor are we subject to them. 

The Digital Properties and Services may also contain hyperlinks to other third-party websites or apps (“External Websites”).    We have no control over the privacy practices or the content of any of our business partners, advertisers, sponsors, or External Websites to which we provide hyperlinks. As such, we are not responsible for the content or the privacy policies of those External Websites. You should check the applicable third-party privacy policy and terms of use when visiting any External Websites. 

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IX. DO NOT TRACK

As discussed above, third parties such as advertising networks and analytics providers may collect information about your online activities over time and across different websites when you access or use the Services. Currently, various browsers offer a “Do Not Track” option, but there is no standard for commercial websites. At this time, we do not monitor, recognize, or honor any opt-out or do not track mechanisms, including general web browser “Do Not Track” settings and/or signals.

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X. NOTICE TO CALIFORNIA RESIDENTS

Pursuant to Section 1798.83 of the California Civil Code, residents of California have the right to obtain certain information about the types of personal information that companies with whom they have an established business relationship (and that are not otherwise exempt) have shared with third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties. If you wish to submit a request pursuant to Section 1798.83, please contact us via email at legal@range.com.   


XI. NOTICE TO NEVADA RESIDENTS

We do not sell your personal information as defined under Nevada law. Nonetheless, if you are a resident of Nevada, you have the right to opt-out of the sale of certain personal information to third parties. You can exercise this right by contacting us at legal@range.com with the subject line “Nevada Do Not Sell Request” and providing us with your name and the email address associated with your Account.


XII. IMPORTANT NOTICE TO NON-U.S. RESIDENTS

The Digital Properties, the Services and our servers are operated in the United States. Please be aware that your information, including your personal information, may be transferred to, processed, maintained, and used on computers, servers, and systems located outside of your state, province, country, or other governmental jurisdiction where the privacy laws may not be as protective as those in your country of origin. If you are located outside the United States and choose to use the Digital Properties and/or Services, you consent to any transfer and processing of your personal information in accordance with this Privacy Notice, and you do so at your own risk.


XIII. UPDATES TO THIS PRIVACY POLICY

This Privacy Policy is effective as of the date stated at the top of this Privacy Policy. We may update this Privacy Policy from time to time and without prior notice to you to reflect changes in our privacy practices. We will indicate at the top of this Privacy Policy when it was most recently updated, and we encourage you to revisit this page periodically to stay aware of any changes. By accessing the Digital Properties or the Services after we change this Privacy Policy, you are deemed to have accepted such changes. 

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XIV. HOW TO CONTACT US

If you have any questions or comments about this Privacy Policy, our privacy practices, please email us at legal@range.com or write to us at:

Range Finance, Inc.

440 Monticello Ave Ste 1802 PMB 32321 

Norfolk, Virginia 23510-2670 

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Last Updated: September 20, 2023

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Range Finance, Inc. (collectively, “Range” “we,” “us,” or “our”) provides access to Digital Properties and Services to you pursuant to these Terms of Service. By accessing or using any of our Digital Properties and/or Services, you acknowledge that you have read, understood, and agree to be legally bound by these Terms of Service and our Privacy Policy which is hereby incorporated by reference (collectively, this “Agreement”).  

If you do not agree to any of the terms and conditions in the Agreement, you may not visit our Digital Properties, or access or use any of our Services. If you are accepting the Agreement on behalf of your employer or another entity, you hereby represent and warrant that you have the authority to bind your employer or other entity to this Agreement. All capitalized terms used but not defined herein shall have the meaning set forth in the Privacy Policy. 

Some of the services provided by Range, may be subject to our additional terms, conditions, agreements, policies, guidelines, rules and schedules, which will be posted or made available separately from this Agreement when the services are offered (“Additional Terms”) including, without limitation, our investment advisory agreement located at https://www.range.com/public/advisory-agreement (“Investment Advisory Agreement”). The Additional Terms, as applicable, are incorporated into and form a part of this Agreement. If there is a conflict between this Agreement and the Additional Terms, the Additional Terms will control.

THE SECTIONS BELOW TITLED “BINDING ARBITRATION” AND “CLASS ACTION WAIVER” CONTAIN A BINDING ARBITRATION AGREEMENT AND CLASS ACTION WAIVER.  THEY AFFECT YOUR LEGAL RIGHTS.  PLEASE READ THEM. 

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1. USE OF AND ACCESS TO THE SERVICES

You do not need an account to visit or access our Digital Properties. If you would like to use our Services, you can download the App from the Apple, Android or any other app store through which the App is made available to you using your app store credentials.  

Access to certain Services, however, is enabled by becoming a member (“Member”) by registering for one or more Member Account(s) and a username/password (“Credentials”). When registering for a Member Account, you agree to: (a) provide true, accurate, current and complete information; and (b) maintain and promptly update the information to ensure that it remains true, accurate, current and complete.  You represent that you are at least eighteen (18) years old, of legal age to form a binding contract, and not a person barred from using the Services under the laws of the United States, your place of residence or any other applicable jurisdiction. You are responsible for maintaining the security of your Credentials. In no event shall you share your Credentials with any third party, or allow another person to access the Services using your Credentials. You agree to monitor your Member Account(s) and restrict use by any other persons, including minors, and you will accept full responsibility for any such unauthorized use. You shall immediately notify us if you have any reason to believe that your Credentials has been lost, compromised, or misused in any way, and report any unauthorized or suspicious activity in your Member Account. You are fully and solely responsible for any and all use of the Services using your Member Account and/or Credentials. 

The rights granted to you in the Agreement are subject to the following restrictions: (a) you shall not license, sell, rent, lease, transfer, assign, reproduce, distribute, host or otherwise commercially exploit any of the Digital Properties and the Services, including any Content contained therein; (b) you shall not frame or utilize framing techniques to enclose any trademark, logo, or other parts of the Digital Properties and the Services (including images, text, page layout or form); (c) you shall not use any metatags or other “hidden text” using Range’s name or trademarks; (d) you shall not modify, translate, adapt, merge, make derivative works of, disassemble, decompile, reverse compile or reverse engineer all or any part of the Digital Properties and the Services including, without limitation, the Content (including any infrastructure, software programs, trade secrets, know-how, processes, features, functionalities, algorithms, templates, data, information and intellectual property incorporated therein, and/or used by Range to operate and provide the Digital Properties, and/or the Services, and all enhancements, derivative works, extensions, improvements or other modifications thereto), except to the extent the foregoing restrictions are expressly prohibited by applicable law; (e) you shall not use any manual or automated software, devices or other processes (including but not limited to spiders, robots, scrapers, crawlers, avatars, data mining tools or the like) to “scrape” or download data from any web pages contained in the Digital Properties and the Services (except that we grant the operators of public search engines revocable permission to use spiders to copy materials from the Site for the sole purpose of and solely to the extent necessary for creating publicly available searchable indices of the materials, but not caches or archives of such materials); (f) except as expressly stated herein, no part of the Digital Properties and the Services, including the Content, may be copied, reproduced, distributed, republished, downloaded, displayed, posted or transmitted in any form or by any means; (g) you shall not remove or destroy any copyright notices or other proprietary markings contained on or in the Digital Properties and the Services, including the Content; (h) you shall not access or use the Digital Properties and the Services in an unlawful way or for an unlawful or illegitimate purpose, including without limitation any violation of the antifraud or registration provisions of the securities laws of the U.S. or any state therefore; (i) you shall not take any action or post or transmit via the Digital Properties and the Services any content (i) under a false name; (ii) that is unlawful, libelous, defamatory, obscene, fraudulent, predatory of minors, harassing, threatening, misleading, deceptive or hateful to any person, including Range; (iii) information that infringes or violates any of the intellectual property rights of others or the privacy or publicity rights of others; (iv) that constitutes unauthorized or unsolicited advertising, junk or bulk e-mail; (v) that involves commercial activities and/or sales, such as contests, sweepstakes, barter, advertising, or pyramid schemes without Range’s prior written consent; or (vi) impersonates any person or entity, including any employee or representative of Range; (j) you shall not attempt to disrupt the operation of the Digital Properties and the Services in any manner, including, but through the use of methods such as denial of service attacks, flooding or spamming and you will not transmit, distribute, introduce or otherwise make available in any manner through the Digital Properties and the Services any computer virus, keyloggers, spyware, worms, Trojan horses, time bombs or other malicious or harmful code (collectively, “Harmful Code”); (k) you shall not use the Digital Properties and the Services in any manner that could damage, disable or impair our services or networks; and (l) you shall not attempt to gain unauthorized access to any accounts or computer systems or networks, through hacking, password mining or any other means. Any future release, update or other addition to the Digital Properties and the Services shall be subject to the Agreement. Range, its suppliers and service providers reserve all rights not granted in the Agreement.

We reserve the right to suspend, revoke, or deactivate your Credentials and/or your Member Account if you violate this Agreement. We reserve the right to remove or reclaim any usernames at any time and for any reason, including but not limited to, claims by a third party that a username violates the third party’s rights. You agree not to create an account or use the Digital Properties and the Services if you have been previously removed by Range, or if you have been previously banned, suspended or had your rights revoked from any of the Digital Properties and/or the Services.

By entering into the Agreement or using the Digital Properties and/or the Services, you agree to receive communications from us, including via e-mail. Communications from us and our affiliated companies may include but are not limited to: operational communications concerning your Member Account(s) or the use of the Services, updates concerning new and existing features on the Digital Properties and the Services, communications concerning promotions run by us or our third-party partners, and news concerning Range and industry developments. IF YOU WISH TO OPT OUT OF PROMOTIONAL EMAILS, YOU CAN UNSUBSCRIBE FROM OUR PROMOTIONAL EMAIL LIST BY FOLLOWING THE UNSUBSCRIBE OPTIONS IN THE PROMOTIONAL EMAIL ITSELF.

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2. LICENSE TO USE THE APP

Range hereby grants you a limited, non-exclusive, non-transferable license to download and install a copy of the App on a single mobile device that you own or control and to run such copy of the App solely for your own personal use. Furthermore, with respect to any App accessed through or downloaded from the Apple, Inc. (“Apple”) application store (“Apple App”), you will use the Apple App only: (i) on an Apple-branded product that runs iOS (Apple’s proprietary operating system software); and (ii) as permitted by the “Usage Rules” set forth in the App Store Terms of Service. We reserve all rights in and to the App not expressly granted to you under these Terms of Service.

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3. USE OF PERSONAL INFORMATION

Your use of the Digital Properties and the Services may involve the transmission to us of certain personal information. Our policies with respect to the collection and use of such personal information are governed according to our Privacy Policy (located at https://www.range.com/public/privacy), which are hereby incorporated by reference in its entirety. 

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4. INTELLECTUAL PROPERTY 

The Digital Properties and the Services contain content, such as software, text, graphics, images, designs, sound recordings, audiovisual works, and other material provided by or on behalf of Range (collectively referred to as the “Content”).  The Content may be owned by us or third parties.  The Content is protected under both United States and foreign laws.  Unauthorized use of the Content may violate copyright, trademark, and other laws.  You have no rights in or to the Content, and you will not use the Content except as permitted under this Agreement.  No other use is permitted without prior written consent from us.  You must retain all copyright and other proprietary notices contained in the original Content on any copy you make of the Content.  You may not sell, transfer, assign, license, sublicense, or modify the Content or reproduce, display, publicly perform, make a derivative version of, distribute, or otherwise use the Content in any way for any public or commercial purpose.  The use or posting of the Content on any other website, in a networked computer environment, or any other digital property for any purpose is expressly prohibited.  Elements of the Digital Properties and the Services are protected by trade dress, trademark, unfair competition, and other state and federal laws and may not be copied or imitated in whole or in part, by any means, including, but not limited to, the use of framing or mirrors. 

The trademarks, service marks, and logos of Range (the “Range Trademarks”) used and displayed on the Digital Properties and the Services are registered and unregistered trademarks or service marks of Range.  Other company, product, and service names located on the Digital Properties and the Services may be trademarks or service marks owned by others (the “Third-Party Trademarks,” and, collectively with Range Trademarks, the “Trademarks”).  Nothing on the Digital Properties and the Services should be construed as granting, by implication, estoppel, or otherwise, any license or right to use the Trademarks, without our prior written permission specific for each such use.  Use of the Trademarks as part of a link to or from any site is prohibited unless establishment of such a link is approved in advance by us in writing.  All goodwill generated from the use of the Range Trademarks inures to our benefit.

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5. ACCESSING AND DOWNLOADING THE APP FROM THE APPLE APP STORE

The following terms apply to any Apple App. These terms are in addition to all other terms contained in these Terms of Service:

  • You acknowledge and agree that (i) these Terms of Service are concluded between you and Range only, and not Apple, and (ii) Range, not Apple, is solely responsible for the App and content thereof. Your use of the App must comply with the App Store Terms of Service.
  • You acknowledge that Apple has no obligation whatsoever to furnish any maintenance and support services with respect to the App.
  • In the event of any failure of the App to conform to any applicable warranty, you may notify Apple, and Apple will refund the purchase price for the App to you and to the maximum extent permitted by applicable law, Apple will have no other warranty obligation whatsoever with respect to the App. As between Range and Apple, any other claims, losses, liabilities, damages, costs or expenses attributable to any failure to conform to any warranty will be the sole responsibility of Range.
  • You acknowledge that, as between Range and Apple, Apple is not responsible for addressing any claims you have or any claims of any third party relating to the App or your possession and use of the App, including, but not limited to: (i) product liability claims; (ii) any claim that the App fails to conform to any applicable legal or regulatory requirement; and (iii) claims arising under consumer protection or similar legislation.
  • You acknowledge that, in the event of any third party claim that the App or your possession and use of that App infringes that third party’s intellectual property rights, as between Range and Apple, Range, not Apple, will be solely responsible for the investigation, defense, settlement and discharge of any such intellectual property infringement claim to the extent required by these Terms of Service. 
  • You represent and warrant that (i) you are not located in a country that is subject to a U.S. Government embargo, or that has been designated by the U.S. Government as a “terrorist supporting” country; and (ii) you are not listed on any U.S. Government list of prohibited or restricted parties.
  • You acknowledge and agree that Apple, and Apple’s subsidiaries, are third party beneficiaries of these Terms of Service as related to your license of the App, and that, upon your acceptance of the terms and conditions of these Terms of Service, Apple will have the right (and will be deemed to have accepted the right) to enforce these Terms of Service as related to your license of the App against you as a third party beneficiary thereof.
  • Without limiting any other terms of these Terms of Service, you must comply with all applicable third party terms of agreement when using the App.

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6. FEES

Range offers Memberships and Members can purchase an annual subscription for the Services (“Subscription”) for a fee and payment structure set forth on the Digital Properties (the “Subscription Fee”). Certain a la carte Services will be charged separately (“A La Carte Fees” and collectively, with the Subscription Fees, the “Fees”). Range may add new fees and charges, or amend fees and charges, at any time in its sole discretion.  By making a purchase, Member is agreeing to pay Range, through our third-party payment processor (“Third-Party Payment Processor”), all applicable Fees then in effect. Any information you provide to the Third-Party Payment Processor will be processed by such Third-Party Payment Processor in accordance with its privacy policy and terms of use. YOU MUST PROVIDE CURRENT, COMPLETE, AND ACCURATE INFORMATION FOR YOUR ACCOUNT, AND PROMPTLY UPDATE ALL INFORMATION TO KEEP SUCH ACCOUNT INFORMATION CURRENT, COMPLETE, AND ACCURATE (SUCH AS A CHANGE IN BILLING ADDRESS, CREDIT CARD NUMBER, OR CREDIT CARD EXPIRATION DATE).  FURTHER, YOU MUST PROMPTLY NOTIFY US IF A PAYMENT METHOD IS CANCELED (E.G., FOR LOSS OR THEFT) OR IF YOU BECOME AWARE OF A POTENTIAL BREACH OF SECURITY, SUCH AS THE UNAUTHORIZED DISCLOSURE OR USE OF YOUR USERNAME OR PASSWORD. CHANGES TO SUCH INFORMATION CAN BE MADE THROUGH YOUR ACCOUNT.

By purchasing a Subscription, Member acknowledges that Member’s Subscription has an initial and recurring payment charge at the then-current Subscription rate, Member agrees that Range may submit quarterly or yearly charges, in advance to Members chosen payment method without further authorization from Member, until Member provides notice to Range that Member wishes to cancel Member’s Subscription or to change Member’s payment method. Member further accepts responsibility for all recurring charges prior to cancellation, including, where applicable, any charges processed by Range after the expiration date of Member’s payment card.

Member may change or terminate Member’s Subscription by emailing us at support@range.com. If Member terminates Member’s Subscription, Member may use Member’s Subscription until the end of the then-current subscription cycle, and the Subscription will not be renewed after that period expires. Range does not refund any pre-paid portion of the Subscription Fee. Range may immediately terminate or suspend Member’s Subscription for any reason or no reason in accordance with these Terms of Service, including for failure to pay the applicable Fees when due.  If we terminate or suspend Member’s Subscription, Member’s right to use any software or content provided in connection with the Subscription is also terminated or suspended (as applicable).

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7. BETA FEATURES

From time to time, we may invite Members to try “beta” features or functionalities of the Services which are not generally available to our other members for use at no charge. Member may accept or decline any such trial in its sole discretion. Such beta features are for evaluation purposes only and not for use, are not considered part of the Services under this Agreement, are not supported, and may be subject to additional terms. Unless otherwise expressly agreed to by us, any beta feature trial period will expire upon the date that a version of the beta feature becomes generally available to all of our members for use or upon the date that we elect to discontinue such beta feature. We may discontinue beta features at any time in our sole discretion and may never make them generally available as part of the Services. We will have no liability to you or any third party for any harm or damage arising out of or in connection with any use of a beta feature, and your use of any beta feature is at your own risk.

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8. NON-DISCLOSURE AND CONFIDENTIALITY

In using the Services, you will have access to confidential information of Range and its affiliates and their respective clients, brokers, licensors and suppliers that may include, but is not limited to the names, business and financial information, business plans, operating agreements, investment memorandums, and customer names of Range’s and its affiliates’ clients (collectively, “Confidential Information”).

You agree to maintain and diligently safeguard the privacy and security of all Confidential Information. Without limiting the foregoing, you agree to undertake all necessary measures to ensure the privacy and security of all Confidential Information including without limitation: (i) to use the Confidential Information only for the purpose for which such Confidential Information was made available to you as a part of the Services (the “Permitted Purpose”) and for no other purpose whatsoever; (ii) not to access, use or disclose any Confidential Information that you have no legitimate authorization to access, use or disclose; (iii) not to access the Services or any Confidential Information for any other individual (except to the extent fully disclosed by you to Range) or any unauthorized third party; (iv) not to disclose Confidential Information to any third-party except to your attorneys and financial advisors who need to know such information to assist you to carry out the Permitted Purpose (the “Representatives”) and which Representatives are bound by a written confidentiality agreement containing disclosure and use provisions no less restrictive with respect to disclosure than those set forth herein; (v) to restrict physical and system access to the systems which contain Confidential Information or which gives access to the Confidential Information; and (vi) to use Confidential Information in compliance with all applicable laws. You shall immediately notify and cooperate fully with Range in the event you discover or suspect any unauthorized use of or access to the Services and/or Confidential Information. You hereby agree that you shall be responsible hereunder for any breach or threatened breach by the Representatives of the obligations set forth in this section as if such breach or threatened breach was committed by you. You acknowledge and further agree that all obligations relating to Confidential Information under Agreement will continue after termination of this Agreement and termination of access rights hereunder.

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9. FEEDBACK

You acknowledge and agree that any questions, comments, suggestions, ideas, feedback, or other information provided by you to Range (collectively, “Feedback”) are not confidential and you hereby grant to Range a worldwide, perpetual, irrevocable, royalty-free license to reproduce, display, perform, distribute, publish, modify, edit or otherwise use such Feedback as it deems appropriate, for any and all commercial or non-commercial purposes, in its sole discretion.

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10. EXTERNAL WEBSITES

The Digital Properties and the Services may permit you to link to External Websites. When you access External Websites you do so at your own risk. We do not endorse, authorize or represent any affiliation with External Websites, nor do we exercise any control over External Websites. You acknowledge and agree that Range is not responsible or liable for the content, functions, accuracy, legality, appropriateness or any other aspect of External Websites. Our Agreement does not apply to External Websites, and we encourage you to review their privacy policies, terms of service and related policies before visiting. 

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11. INDEMNIFICATION

You agree to defend, indemnify, and hold us and our officers, directors, employees, successors, licensees, and assigns harmless from and against any claims, actions, or demands, together with all related damages, fees, costs, expenses and other losses (including, without limitation, reasonable legal and accounting fees), arising or resulting from: (i) your breach of this Agreement, (ii) your misuse of the Digital Properties, Content or the Services, (iii)  your failure to comply with any applicable laws and regulations, and/or  (iv) your violation of any rights of another party. We shall provide notice to you of any such claim, suit, or proceeding. Range reserves the right to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will assist and cooperate with Range in asserting any available defenses. You shall not settle any such claim without our prior written consent. This obligation shall survive this Agreement and your use of the Services.

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12. INVESTMENT ADVICE

Your use of the Digital Properties and the Services and any decisions you make to invest money are at your sole risk. Investments in securities are speculative and involve a high degree of risk and any persons that cannot afford to lose it or their entire investment should not invest.  

Except with respect to personalized investment recommendations made to users that are advisory clients of Range (subject to the terms of the Investment Advisory Agreement), Content that is published to the Digital Properties should not be construed as solicitation or recommendation of any investment or investment strategy. Range and its officers, associated persons, or members of their families, may at any time be long or short, purchase or sell, or own options, rights or warrants in any securities of the companies discussed in any Content, and may make purchases or sales of these securities. Except with respect to personalized investment recommendations made to users that are advisory clients of Range (subject to the terms of the Investment Advisory Agreement), Content is meant for informational purposes only and you should consult your portfolio managers, analysts, investment advisers, financial advisors, accountants, attorneys, or investment committees, as applicable, responsible for management of applicable assets before acting on information made available on or through the Digital Properties and the Services. Content contains forward looking predictions that are subject to certain risks and uncertainties which could cause actual results to differ materially from those currently anticipated or projected. Prices are subject to change at any time. Range provides Content to you in an effort to provide comprehensive information of a range of possible investment opportunities. Securities discussed in the Content are not suitable for all investors due to different needs, objectives, and financial resources. The securities mentioned may not be registered in every state. Investors should consider these factors when making an investment decision.

Unless you are an advisory client of Range (subject to the terms of the Investment Advisory Agreement), no communication by Range, through the Digital Properties and the Services or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Unless you are an advisory client of Range (subject to the terms of the Investment Advisory Agreement), nothing on the Digital Properties and the Services is intended as an offer to purchase or sell securities or a solicitation of any securities transaction. Investing in securities described in the Content on the Digital Properties and the Services poses risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing in any securities, you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks; and (3) consult with your own investment, tax, financial and legal advisors.

With respect to users who are advisory clients of Range and who receive non-discretionary services (“Non-Discretionary Services”), you understand and acknowledge that the results you could obtain by relying on information and/or insights provided by Range cannot be guaranteed and that Range cannot be held responsible. Non-Discretionary Services also permit you to access a third-party tax firm (“Tax Firm”) through whom you may file your income tax returns.  However, you agree and acknowledge that Range and its affiliates are not responsible for any losses or liability incurred by you resulting from your use of the Tax Firm.  To the extent Range provides any advice regarding your retirement planning, financial planning, estate planning, tax filing and planning and insurance optimization (collectively, “Personal Planning”), you agree that any advice by Range regarding Personal Planning is for educational purposes only and that you are solely responsible for your own research and decisions regarding Personal Planning and that any U.S. federal tax advice provided through Non-Discretionary Services is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. You also agree that Range is only one of many tools you may use as part of a comprehensive Personal Planning process, that you will not rely on Range as the primary basis of your Personal Planning decisions and, except as otherwise provided in this Agreement, Range will not be liable for decisions/actions you take or authorize third parties to take on your behalf based on information you obtain from your access and use of Non-Advisory Services or information you otherwise see on the Digital Properties.

With respect to users who are advisory clients of Range and who receive discretionary-services (“Discretionary Services”), you understand and acknowledge that the investment results you could obtain from investment information and financial insights provided by Range cannot be guaranteed and that Range cannot be held responsible for any losses you sustain. All investments entail a risk of loss and that you may lose money.

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13. DISCLAIMER OF WARRANTY

YOU UNDERSTAND AND AGREE THAT, TO THE EXTENT PERMITTED BY APPLICABLE LAW, YOUR USE OF THE DIGITAL PROPERTIES AND THE SERVICES IS AT YOUR SOLE RISK AND THE DIGITAL PROPERTIES, THE SERVICES AND THE CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITH ALL FAULTS, WITHOUT ANY WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, RANGE, ITS AFFILIATES AND ANY PERSON ASSOCIATED WITH RANGE AND ITS AFFILIATES, DISCLAIMS ALL WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, COURSE OF DEALING, OR USAGE OF TRADE. WITHOUT LIMITING THE FOREGOING, RANGE DOES NOT WARRANT THAT ACCESS OR USE OF THE DIGITAL PROPERTIES AND THE SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT DEFECTS, IF ANY, WILL BE CORRECTED; NOR DOES RANGE, ITS AFFILIATES, NOR ANY PERSON ASSOCIATED WITH RANGE OR ITS AFFILIATES, MAKE ANY REPRESENTATIONS ABOUT THE ACCURACY, RELIABILITY, CURRENCY, QUALITY, COMPLETENESS, USEFULNESS, PERFORMANCE, SECURITY, LEGALITY OR SUITABILITY OF THE DIGITAL PROPERTIES AND THE SERVICES, INCLUDING THE CONTENT; THAT DEFECTS WILL BE CORRECTED; THAT THE DIGITAL PROPERTIES AND THE SERVICES OR THE SERVER THAT MAKES THEM AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS; OR THAT THE DIGITAL PROPERTIES AND/OR THE SERVICES WILL OTHERWISE MEET YOUR NEEDS OR EXPECTATIONS.

YOU EXPRESSLY AGREE THAT YOUR USE OF THE DIGITAL PROPERTIES AND THE SERVICES IS AT YOUR SOLE RISK. YOU SHALL BE SOLELY AND FULLY RESPONSIBLE FOR ANY DAMAGE TO ANY COMPUTER SYSTEM, ANY LOSS OF DATA, OR ANY IMPROPER USE OR IMPROPER DISCLOSURE OF INFORMATION CAUSED BY YOU OR ANY PERSON USING YOUR CREDENTIALS. RANGE CANNOT AND DOES NOT ASSUME ANY RESPONSIBILITY FOR ANY LOSS, DAMAGES OR LIABILITIES ARISING FROM THE FAILURE OF ANY TELECOMMUNICATIONS INFRASTRUCTURE, OR THE INTERNET OR FOR YOUR MISUSE OF ANY OF CONTENT ACCESSED THROUGH THE DIGITAL PROPERTIES AND THE SERVICES. YOU UNDERSTAND THAT WE CANNOT AND DO NOT GUARANTEE OR WARRANT THAT THE DIGITAL PROPERTIES AND THE SERVICES WILL BE FREE OF VIRUSES OR OTHER DESTRUCTIVE CODE. YOU ARE RESPONSIBLE FOR IMPLEMENTING SUFFICIENT PROCEDURES AND CHECKPOINTS TO SATISFY YOUR PARTICULAR REQUIREMENTS FOR ANTI-VIRUS PROTECTION AND ACCURACY OF DATA INPUT AND OUTPUT, AND FOR MAINTAINING A MEANS EXTERNAL TO THE DIGITAL PROPERTIES AND THE SERVICES OF ANY LOST DATA. WE WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE DIGITAL PROPERTIES OR ANY SERVICES OR DUE TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ANY WEBSITE LINKED TO IT.

YOU ACKNOWLEDGE AND AGREE THAT RANGE PARTIES ARE NOT LIABLE, AND YOU AGREE NOT TO SEEK TO HOLD RANGE PARTIES LIABLE, FOR THE CONDUCT OF THIRD PARTIES, INCLUDING OPERATORS OF EXTERNAL WEBSITES AND OTHER USERS OF THE DIGITAL PROPERTIES AND THE SERVICES, AND THAT THE RISK OF INJURY FROM SUCH THIRD PARTIES RESTS ENTIRELY WITH YOU. AS A PART OF THE SERVICES, YOU MAY HAVE ACCESS TO MATERIALS THAT ARE HOSTED BY ANOTHER PARTY. YOU AGREE THAT IT IS IMPOSSIBLE FOR RANGE TO MONITOR SUCH MATERIALS AND THAT YOU ACCESS THESE MATERIALS AT YOUR OWN RISK.

TO THE EXTENT THAT ANY RANGE PARTY MAY NOT AS A MATTER OF APPLICABLE LAW DISCLAIM ANY IMPLIED WARRANTY, THE SCOPE AND DURATION OF SUCH WARRANTY WILL BE THE MINIMUM PERMITTED UNDER SUCH LAW. 

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14. LIMITATION OF LIABILITY

EXCEPT IN CONNECTION WITH YOUR INVESTMENT ADVISORY AGREEMENTS, IN CONNECTION WITH ANY WARRANTY, CONTRACT, OR COMMON LAW TORT CLAIMS: (I) NONE OF RANGE, ITS AFFILIATES, SUBSIDIARIES, OR ITS OR THEIR OFFICERS, DIRECTORS, EMPLOYEES OR AGENTS (COLLECTIVELY THE “RANGE PARTIES”) SHALL BE LIABLE FOR ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES, LOST PROFITS, OR DAMAGES RESULTING FROM LOST DATA OR BUSINESS INTERRUPTION RESULTING FROM THIS AGREEMENT, WHETHER UNDER A THEORY OF BREACH OF CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, MALPRACTICE, ANY OTHER LEGAL OR EQUITABLE THEORY OR OTHERWISE, EVEN IF SUCH RANGE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND (II) THE RANGE PARTIES TOTAL LIABILITY FOR ANY DIRECT DAMAGES ARISING UNDER THIS AGREEMENT SHALL BE LIMITED TO THE GREATER OF (I) THE SUBSCRIPTION FEES YOU HAVE PAID US IN CONNECTION WITH YOUR USE OF THE SERVICES DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE DATE THAT GAVE RISE TO THE CLAIM OR (II) ONE HUNDRED DOLLARS ($100). 

THE DIGITAL PROPERTIES AND THE SERVICES MAY CONTAIN TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS OR OMISSIONS. UNLESS REQUIRED BY APPLICABLE LAWS, WE ARE NOT RESPONSIBLE FOR ANY SUCH TYPOGRAPHICAL OR TECHNICAL ERRORS LISTED ON THE DIGITAL PROPERTIES AND THE SERVICES.  WE RESERVE THE RIGHT TO MAKE CHANGES, CORRECTIONS, AND/OR IMPROVEMENTS TO THE DIGITAL PROPERTIES AND THE SERVICES AT ANY TIME WITHOUT NOTICE.  

RANGE ASSUMES NO RESPONSIBILITY FOR THE TIMELINESS, DELETION, MIS-DELIVERY OR FAILURE TO STORE ANY CONTENT, USER COMMUNICATIONS OR PERSONALIZATION SETTINGS.

CERTAIN JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS.

THE LIMITATIONS OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN RANGE AND YOU.

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15. TERMINATION

You understand that the Digital Properties and the Services are provided as a courtesy to you and that we may modify, suspend or terminate all or a portion of the Digital Properties and the Services at any time in our discretion without prior notice to you. We reserve the right, in our sole discretion, to revoke, terminate or suspend any privileges associated with accessing the Digital Properties and the Services for any reason or for no reason whatsoever, including improper use of the Services or failure to comply with these Terms of Service, and to take any other action, including without limitation denial of a registration, as we deem appropriate. You agree that Range shall not be liable to you or any third party for any termination of your access to the Digital Properties and the Services. Account termination may result in the forfeiture and destruction of all information associated with your Member Account.

If you wish to terminate your Member Account, you may do so by contacting Range’s customer service at support@range.com. Upon termination of this Agreement and/or your Member Account, you shall destroy and remove from all computers, and other storage media all copies of Content, that you acquired through the Digital Properties and the Services and cease using the Digital Properties and the Services immediately. Any fees paid to Range are non-refundable, unless otherwise specified and you shall remain obligated to pay all outstanding charges, if any, relating to your use of the Digital Properties and the Services incurred prior to such termination.

All provisions of the Agreement which by their nature should survive, shall survive termination of Services, including without limitation, ownership provisions, warranty disclaimers, and limitation of liability.

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16. GOVERNING LAW AND JURISDICTION

This Agreement shall be governed by the laws of the Commonwealth of Virginia without regard to its rules on conflicts or choice of law that would require or permit the application of the laws of any other jurisdiction. BY AGREEING TO THESE TERMS OF USE AND USING THE DIGITAL PROPERTIES AND/OR THE SERVICES, YOU AGREE TO SUBMIT TO PERSONAL JURISDICTION IN THE COMMONWEALTH OF VIRGINIA FOR ALL PURPOSES AND YOU AGREE TO WAIVE, TO MAXIMUM EXTENT PERMITTED BY LAW, ANY RIGHT TO A TRIAL BY JURY FOR ANY MATTER. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement. You understand that you may consult with counsel about agreeing to this Agreement, and you agree that by using the Digital Properties and/or the Services, you are voluntarily accepting the Agreement.

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17. INTERNATIONAL USE

Due to the global nature of the Internet, the Digital Properties and the Services may be accessed by users in countries other than the United States. We make no warranties that the Digital Properties, the Services or Content are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use the Digital Properties and/or the Services, then you should not do so. Those who choose to access the Digital Properties and/or the Services outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations. The Digital Properties and the Services may be subject to U.S. export control laws and may be subject to export or import regulations in other countries. You agree not to export, reexport, or transfer, directly or indirectly, any Range information, data, or materials provided by Range in violation of the United States export laws or regulations.

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18. CONSENT TO ELECTRONIC DELIVERY OF DOCUMENTS; ELECTRONIC DELIVERY SYSTEM. 

By agreeing to electronic delivery, I am giving my informed consent to electronic delivery of Range’s terms and conditions, agreements, transaction documents, notices, disclosures, statements, regulatory communications (such as privacy notices), tax-related documents, and any other information, documents, data, and records regarding my Member Account(s) and the Services (including amendments to this Agreement) (“Account Documents”), other than those I have specifically requested to be delivered in paper form. Account Documents may be sent to me at the mailing address for my Member Account(s) or the email address that I have given to you during Member Account(s) registration or at such other address as I may hereafter give you in writing or by email at least ten calendar days prior to delivery. All communications so sent, whether in writing or otherwise, shall be deemed given to me personally when sent or posted by or on behalf of Range, whether actually received or not. I agree that if you send an email to the email address on record for my Member Account(s), this constitutes “written notice” from Range to me, and that the date of receipt is considered to be the date of transmission. I understand that it is my sole responsibility to ensure that any emails from you are not marked as SPAM. I acknowledge that your primary methods of communication with me include (A) posting information via the Range website, (B) sending email(s) to my email address of record, and (C) providing me with notice(s) that will direct me to the Range website where I can read and print such information. Unless otherwise required by law, you reserve the right to post Account Documents on the Range website without providing additional notice to me. Regardless of whether or not I receive an e-mail notification, I agree to check the Range website regularly to avoid missing any information, including time-sensitive or otherwise important communication. Additionally, I acknowledge that the Internet is not a secure network and agree that I will not send any confidential information, including account numbers or passwords, in any unencrypted e-mails. I also understand that communications transmitted over the Internet may be accessed by unauthorized or unintended third parties and agree to hold you, your affiliates, and your and your affiliates’ respective officers and employees harmless for any such access regardless of the cause. In addition:

  • Responsibility to Review Account Documents. I agree to promptly and carefully review all Account Documents when they are delivered and notify Range in writing within ten calendar days of delivery if I object to the information provided. If I fail to object in writing within ten calendar days of delivery, Range is entitled to treat such information as accurate and conclusive.
  • Costs. Potential costs associated with electronic delivery of Account Documents may include charges from Internet access providers and telephone companies, and I agree to bear these costs. Range and its affiliates will not charge me additional online access fees for receiving electronic delivery of Account Documents.
  • Revocation of Consent. Subject to these Terms of Service, I may revoke or restrict my consent to electronic delivery of Account Documents at any time by notifying Range in writing of my intention to do so. I also understand that I have the right to request paper delivery of any Account Document that the law requires Range to provide me in paper form. I understand that if I revoke or restrict my consent to electronic delivery of Account Documents or request paper delivery of same, Range, in its sole discretion, may charge me a reasonable service fee for the delivery of any Account Document that would otherwise be delivered to me electronically, restrict or close my Member Account, or terminate my access to the Services. I understand that neither my revocation or restriction of consent, my request for paper delivery, nor Range’s delivery of paper copies of Account Documents will affect the legal effectiveness or validity of any electronic communication provided while my consent was in effect.
  • Duration of Consent. My consent to receive electronic delivery of Account Documents will be effective immediately and will remain in effect unless and until either I or Range revoke it. I understand that it may take up to three business days to process a revocation of consent to electronic delivery, and that I may receive electronic notifications until such consent is processed.
  • Hardware and Software Requirements. I understand that in order to receive and download electronic deliveries, I must have access to the Internet, a valid e-mail address, and the ability to download such applications as Range may specify and to which I have access. I agree that I can download, save, or print any Account Documents I receive via electronic delivery for my records. I will maintain a valid e-mail address and continue to have access to the Internet.

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19. NOTICE

Where Range requires that you provide an e-mail or physical address, you are responsible for providing Range with your most current e-mail or physical address. In the event that the last e-mail address you provided to Range is not valid, or for any reason is not capable of delivering to you any notices required/ permitted by this Agreement, Range’s dispatch of the e-mail containing such notice will nonetheless constitute effective notice. You may give notice to Range at the following address: legal@Range.com. Such notice shall be deemed given when received by Range.

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20. BINDING ARBITRATION

In the event of a dispute arising under or relating to this Agreement, the Digital Properties, the Services, or the Content (each, a “Dispute”), such dispute will be finally and exclusively resolved by binding arbitration governed by the Federal Arbitration Act (“FAA”).  NEITHER PARTY SHALL HAVE THE RIGHT TO LITIGATE SUCH CLAIM IN COURT OR TO HAVE A JURY TRIAL, EXCEPT EITHER PARTY MAY BRING ITS CLAIM IN ITS LOCAL SMALL CLAIMS COURT, IF PERMITTED BY THAT SMALL CLAIMS COURT RULES AND IF WITHIN SUCH COURT’S JURISDICTION.  ARBITRATION IS DIFFERENT FROM COURT, AND DISCOVERY AND APPEAL RIGHTS MAY ALSO BE LIMITED IN ARBITRATION.  All disputes will be resolved before a neutral arbitrator selected jointly by the parties, whose decision will be final, except for a limited right of appeal under the FAA.  The arbitration shall be commenced and conducted by JAMS pursuant to its then current Comprehensive Arbitration Rules and Procedures and in accordance with the Expedited Procedures in those rules, or, where appropriate, pursuant to JAMS’ Streamlined Arbitration Rules and Procedures. All applicable JAMS’ rules and procedures are available at the JAMS website www.jamsadr.com. Each party will be responsible for paying any JAMS filing, administrative, and arbitrator fees in accordance with JAMS rules.  Judgment on the arbitrator’s award may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction.  The arbitration may be conducted in person, through the submission of documents, by phone, or online. If conducted in person, the arbitration shall take place in the United States county where you reside.  The parties may litigate in court to compel arbitration, to stay a proceeding pending arbitration, or to confirm, modify, vacate, or enter judgment on the award entered by the arbitrator.  The parties shall cooperate in good faith in the voluntary and informal exchange of all non-privileged documents and other information (including electronically stored information) relevant to the Dispute immediately after commencement of the arbitration.  As set forth in Section 21 below, nothing in these Terms of Service will prevent us from seeking injunctive relief in any court of competent jurisdiction as necessary to protect our proprietary interests. 

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21. CLASS ACTION WAIVER

You agree that any arbitration or proceeding shall be limited to the Dispute between us and you individually. To the full extent permitted by law, (i) no arbitration or proceeding shall be joined with any other; (ii) there is no right or authority for any Dispute to be arbitrated or resolved on a class action-basis or to utilize class action procedures; and (iii) there is no right or authority for any Dispute to be brought in a purported representative capacity on behalf of the general public or any other persons. YOU AGREE THAT YOU MAY BRING CLAIMS AGAINST US ONLY IN YOUR INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.

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22. EQUITABLE RELIEF

You acknowledge and agree that in the event of a breach or threatened violation of our intellectual property rights and confidential and proprietary information by you, we will suffer irreparable harm and will therefore be entitled to injunctive relief to enforce these Terms of Service. We may, without waiving any other remedies under these Terms of Service, seek from any court having jurisdiction any interim, equitable, provisional, or injunctive relief that is necessary to protect our rights and property pending the outcome of the arbitration referenced above. 

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23. QUESTIONS, COMPLAINTS, CLAIMS

If you have any questions, complaints or claims with respect to the Digital Properties and/or the Services, please contact us at legal@range.com. We will do our best to address your concerns. If you feel that your concerns have been addressed incompletely, we invite you to let us know for further investigation.

24. DISCLAIMER

  • The Digital Properties and the Services are provided by Range. All securities listed here are being offered by, and all information included on the Services is the responsibility of, the applicable issuer of such securities. Range has not taken any steps to verify the adequacy, accuracy or completeness of any information. Neither Range nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on the Services or the use of information on the Services. By accessing the Digital Properties, the Services and any pages thereof, you agree to be bound by the Terms of Service and Privacy Policy.
  • Investing in investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Past performance is not indicative of future results. Examples of portfolio companies are purely for illustrative purposes and selected based on name recognition. Examples provided are only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by the alternative investment funds identified on this site. There is no guarantee that any fund will achieve the same exposure to, or quality of, investments held by any existing fund. Nothing on the Digital Properties and the Services shall constitute an offer to sell or a solicitation of an offer to buy an interest in any investment partnership or other security. Any offer to sell or solicitation of an offer to buy an interest in an investment partnership may be made only by way of the partnership's final definitive confidential disclosure document.

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25. MISCELLANEOUS  

This Agreement constitutes the sole agreement between you and Range for your use and the provision of the Digital Properties, the Services and the subject matter hereof, and no representations, statements or inducements, oral or written, not contained in this Agreement shall bind either you or Range. Any of the terms of this Agreement which are determined to be invalid, unlawful, void, or for any reason unenforceable shall be ineffective to the extent of such invalidity or unenforceability, without rendering invalid or unenforceable any of the remaining terms of this Agreement or affecting the validity or enforceability of this Agreement as a whole. Failure to insist on performance of any of the terms of this Agreement will not operate as a waiver of any subsequent default. No waiver by Range of any right under this Agreement will be deemed to be either a waiver of any other right or provision or a waiver of that same right or provision at any other time. You may not assign, transfer or delegate your rights or obligations hereunder, in whole or in part without Range’s prior written consent, and any attempted assignment, transfer or delegation in violation of the foregoing will be null and void. This Agreement shall be binding upon and inure to the benefit of each of the parties and the parties’ respective successors and permitted assigns. The communications between you and Range may take place via electronic means, whether you visit the Digital Properties, the Services or send Range e-mails, or whether Range posts notices on the Digital Properties, or the Services or communicates with you via e-mail. For contractual purposes, you (a) consent to receive communications from Range in an electronic form; and (b) agree that all terms and conditions, agreements, notices, disclosures, and other communications that Range provides to you electronically satisfy any legal requirement that such communications would satisfy if it were to be in writing. The foregoing does not affect your statutory rights, including but not limited to the Electronic Signatures in Global and National Commerce Act at 15 U.S.C. §7001 et seq. (“E-Sign”). Range shall not be liable for any delay or failure to perform resulting from causes outside its reasonable control, including, but not limited to, acts of God, pandemics, war, terrorism, riots, embargos, acts of civil or military authorities, fire, floods, accidents, strikes or shortages of transportation facilities, fuel, energy, labor or materials.

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Copyright 2023 Range Finance, Inc. All rights reserved.

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Range
8350 Broad Street
Suite 340
McLean, VA 22102
703-261-4164support@range.com
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Range Finance, Inc. (“Range” or “the Firm”) is an SEC registered investment adviser headquartered in McLean, Virginia. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.

By using this website, you accept and agree to Range’s Terms of Service and Privacy Policy.

Range has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of Range.

Investment management and advisory services are provided by Range to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

Unless otherwise noted, any statement regarding an individual’s experience with Range contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range's clients or their experiences. Such statements do not guarantee future performance or success.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For additional information, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A, and Client Relationship Summary.

1 Range Finance, Inc. pricing and additional information can be found at Range.com/pricing.
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2 0.46 % APY is the national average interest rate for savings accounts as posted on  FDIC.gov, as of February 20, 2024. The Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers.

Copyright © 2024 Range Finance Inc. All rights reserved.