Legal Disclosures for Electronic Communications with CFO Suite

General Confidentiality and Privilege

Any communication from CFO Suite employees, including any attachments, is intended solely for the use of the designated recipient(s) and may contain confidential, privileged, or proprietary information. If you are not the intended recipient, you are strictly prohibited from reviewing, retaining, distributing, copying, or taking any action in reliance upon this information. If you received this transmission in error, please notify the sender immediately by reply email and permanently delete the original message and any attachments from your systems.

Not an Offer, Solicitation, or Investment Advice

Unless explicitly stated in a formalized agreement, the information contained in our electronic communications is for informational purposes only. It does not constitute a solicitation, recommendation, or formal offer to buy or sell any security, financial product, or instrument. Any investment decisions should be made after thoroughly reviewing the relevant prospectuses, offering memoranda, and discussing your specific financial situation with your designated advisor.

Cybersecurity and Wire Fraud Warning

Wire fraud and email interception are significant risks in the financial services industry. We will never request that you wire funds, transfer money, or provide sensitive banking information via standard email. If you receive an email appearing to be from our firm that includes wire instructions or requests urgent financial transfers, do not act upon it. Always verify such requests by calling our office directly using a known, published phone number. We disclaim any liability for funds lost due to fraudulent wire transfers or phishing schemes.

Market Data and Future Performance

Any market data, pricing, or economic information provided in our communications is gathered from sources believed to be reliable, but we cannot guarantee its complete accuracy, timeliness, or completeness. Furthermore, past performance is not indicative of future results. All investments carry risk, including the potential loss of principal. Projections and forward-looking statements are subject to changing market conditions and should not be relied upon as guarantees.

Tax and Legal Advice Limitations

Our firm provides financial services and consulting. We do not provide specialized tax or legal advice. To the extent any communication contains information related to tax or legal matters, it is not intended or written to be used—and cannot be used—for the purpose of avoiding tax penalties or promoting, marketing, or recommending any transaction or matter addressed herein. Clients must consult their own independent tax and legal professionals regarding their specific circumstances.

Electronic Communication, Archiving, and Monitoring

To comply with industry regulations (including SEC and FINRA guidelines where applicable), all electronic communications sent to and from our firm's domain are subject to archival, monitoring, and review by compliance personnel and regulatory authorities. You should have no expectation of privacy regarding the routing or transmission of messages through our corporate network. Please avoid sending highly sensitive personal identifiable information (PII), such as Social Security numbers or account passwords, via unsecured email.