Ideas Family Office Growth Real Estate Impact Terms of Use Please read the following terms and conditions (“Terms of Use”) before using the ICONIQ Capital, LLC (“ICONIQ”) website (the “Website”). Your access to and use of the Website is subject to these Terms of Use and all applicable laws and regulations. The Terms of Use constitute a legal agreement between you and ICONIQ. The Website is available only to, and may only be used by, individuals who can form legally binding contracts under applicable law. By accessing and using the Website, you accept, without qualification, these Terms of Use. NO SECURITIES OFFERING OR INVESTMENT ADVICE The information on this Website (the “Information”) is not intended as and does not constitute investment advice or an offer of investment advice, legal or tax advice, an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The Information should not be construed as ICONIQ’s endorsement, recommendation or sponsorship of any company or security. There are inherent risks in relying on, using or retrieving the Information, including but not included to the risk that any such Information is or becomes untimely, is or becomes erroneous due to technical or other errors, is incomplete, and/or other risks related to the display, source or accuracy of the Information, including risks that may be currently unknown to ICONIQ. You should carefully evaluate all Information, and you should seek the advice of professionals, as appropriate, to evaluate any data, Information, product or service. Private funds or other private investments sponsored, managed, recommended and/or advised by ICONIQ are not offered through the Website. An offer regarding any private investment may be made only after you have received from ICONIQ applicable subscription documentation and other legal documents concerning the investment at issue and have had the opportunity to discuss all matters concerning the prospective investment with your counsel and any other relevant advisers. The Website does not provide Information material to an investor’s decision to invest in any such investment, including, but not limited to, risk factors. IMPORTANT PORTFOLIO AND PERFORMANCE INFORMATION Portfolio Information (including the Information contained in any user-generated report) is based on data received from custodians, or in the case of limited partnership (or other private investment vehicles) or private placement positions, inputted data received from these entities or their designated administrators. The values and performance presented for private investment vehicles are preliminary, unaudited and subject to change. The Information provided may be subject to timing, reconciliation, or other differences as compared to information reported by your custodians or other investment vehicles. Please refer to information provided directly to you from your custodians and investment vehicles as the primary source for holdings, cost basis and transactional data. If you feel you are not receiving any custodial statements or investment vehicle reports for assets managed by ICONIQ, please contact your ICONIQ client team promptly. The Information provided for your portfolio may also include unmanaged assets and brokerage or other investment accounts not managed by ICONIQ. Users that have provided access to Information about assets not managed by ICONIQ will see returns reflective of the Information provided. Net performance results reflect the deduction of advisory fees, brokerage or other commissions, and any other expenses. Performance results reflect the reinvestment or payment of dividends and other earnings. Any market or composite indices presented on the Website or included in a report are for informational purposes only. They should not be interpreted as a direct comparison to any strategies used by ICONIQ to manage accounts or investments. Past performance is not indicative of nor a guarantee of future returns. Investing in securities involves risk of loss. PERSONAL AND NON-COMMERCIAL USE LIMITATION The Website is for your personal and non-commercial use. ICONIQ hereby grants you a non-exclusive, non-transferable and limited personal license to access and use the Website, conditioned on your continued compliance with these Terms of Use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, broadcast, frame, license, reverse engineer, decompile, disassemble, create derivative works from, transfer or sell any data, Information, products or services obtained from the Website. Except as specifically approved by ICONIQ, you may not allow others to use your user name and password to access or use any part of the Website. You accept full responsibility for any use of your password. If your password has been compromised for any reason, you should contact ICONIQ immediately for a new password. ICONIQ is not obligated to inquire as to the authority or propriety of any use or action taken under your password. ICONIQ will not be responsible for any loss to you that arises from such use or action or from your failure to comply with these provisions. All Information on the Website is subject to confidential treatment and is made available solely for your authorized use in connection with your investment activities. You are prohibited from using the Website to advertise or perform any commercial solicitation. You also are prohibited from using any robot, spider, scraper or other automated means to access the Website for any purpose without the prior written permission of ICONIQ. The Website is available only for lawful purposes, and you are prohibited from using the Website in any way that is fraudulent or illegal or for any fraudulent or illegal purpose. PRIVACY By accessing the Website, you represent and warrant that you have reviewed, and agree to be bound by, ICONIQ’s Privacy Notice and all policies described therein. ICONIQ’s Privacy Notice is available by clicking here or upon request. 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IN NO EVENT SHALL ICONIQ AND/OR ITS THIRD-PARTY SERVICERS AND/OR SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH OR RELATING TO THE USE OF OR ACCESS TO THIS WEBSITE OR WITH THE DELAY OR INABILITY TO USE THIS WEBSITE, OR FOR ANY DATA, INFORMATION, PRODUCTS OR SERVICES OBTAINED THROUGH THIS WEBSITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF ICONIQ OR ANY OF ITS THIRD-PARTY SERVICERS AND/OR SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. UNDER ALL CIRCUMSTANCES, THE MAXIMUM LIABILITY OF ICONIQ, ITS AGENTS AND EMPLOYEES TO ANY USER OF THE WEBSITE WITH RESPECT TO THE WEBSITE IS $100. ICONIQ AND ANY PERSON CREATING OR TRANSMITTING THE DATA AND INFORMATION ON THE WEBSITE SHALL NOT BE LIABLE FOR ANY INFECTION BY VIRUSES OF OR DAMAGE TO ANY COMPUTER THAT RESULTS FROM YOUR USE OF, ACCESS TO OR DOWNLOADING OF SUCH INFORMATION. IF YOU ARE DISSATISFIED WITH THE DATA, INFORMATION, PRODUCTS OR SERVICES OFFERED AT THE WEBSITE OR WITH THE TERMS AND CONDITIONS OF THESE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USE OF AND ACCESS TO THE WEBSITE. OWNERSHIP OF CONTENT The Website and all of its content (except for investor-specific data and other content owned by individual users), including but not limited to all text, graphics, charts, audio, logos, images, data compilations, icons, code and software (“Content”), are the property of ICONIQ and/or its third-party servicers and/or suppliers and are protected by U.S. and international copyright laws, with all rights reserved unless otherwise noted. All registered and unregistered trademarks and service marks of ICONIQ are proprietary to ICONIQ. If the Website includes any trademarks, service marks, trade names or logos of any third parties, such items are the proprietary marks and names of their respective owners and are protected by applicable trademark and intellectual property laws. Your use of any Content, whether owned by ICONIQ or any third party, without ICONIQ’s express written permission, is strictly prohibited except as otherwise expressly permitted in these Terms of Use. Without limiting the foregoing, you are prohibited from using any of ICONIQ’s copyrighted material or trademarks for any purpose, including, but not limited to, use as metatags, links or otherwise on any website, without the prior written permission of ICONIQ. You may not remove any copyright, trademark or other proprietary notice or legend contained on or printed from the Website. REFERENCES TO PUBLICATIONS AND OTHER COMPANIES References to any publication or any other company in the Website are for reference and informational purposes only and are not intended to suggest that any of such companies endorse, recommend or approve of the services, analysis or recommendations of ICONIQ or that ICONIQ endorses, recommends or approves the services or products of such companies. MODIFICATION AND MONITORING OF WEBSITE ICONIQ may, at its discretion, change, modify, add or remove portions of these Terms of Use at any time without notice to you. ICONIQ expressly reserves the right to monitor any and all use of the Website. TERMINATION AND CANCELLATION ICONIQ may modify or terminate the Website and terminate your access to the Website without notice at any time and for any reason. INDEMNITY You agree, at your own expense, to indemnify, defend and hold harmless ICONIQ, its subsidiaries and affiliates, and their officers, directors, partners, managers, members, employees, agents, distributors and licensees, from and against any judgments, losses, deficiencies, damages, liabilities, costs, claims, demands, suits, and expenses (including, without limitation, reasonable attorneys’ fees and expenses) incurred in, arising out of or in any way related to your breach of these Terms of Use or the Privacy Policy, your use of the Website or any product or service related thereto, or any of your other acts or omissions. JURISDICTIONAL ISSUES AND APPLICABLE LAW Unless otherwise specified, ICONIQ controls and operates the Website from its offices within the State of California, United States of America. ICONIQ does not claim that materials in the Website are appropriate or available for use in locations other than California. If you choose to access the Website from other locations, you do so on your own initiative, and you are responsible for compliance with any applicable local laws. These Terms of Use are governed by the laws of the State of California, without regard to its choice of law provisions. You hereby consent to the exclusive and personal jurisdiction and venue of courts in the City and County of San Francisco, California, which shall have exclusive jurisdiction over any and all disputes arising out of or relating to these Terms of Use, the use of the Website or any product or service related thereto. Use of the Website is unauthorized in any jurisdiction that does not give effect to all provisions of these terms and conditions, including without limitation this paragraph. GENERAL You agree that no joint venture, partnership, employment or agency relationship exists between you and ICONIQ as a result of these Terms of Use or use of the Website. ICONIQ’s performance of these Terms of Use is subject to existing laws and legal process, and nothing in these Terms of Use is in derogation of ICONIQ’s right to comply with law enforcement requests or requirements relating to your use of the Website or information provided to or gathered by ICONIQ with respect to such use. If any part of these Terms of Use is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision shall be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of these Terms of Use shall continue in effect. By reviewing or using the Information after accessing the Website, you represent and warrant that (a) you have the authority and all rights necessary to enter into these Terms of Use, create a binding contractual obligation and fully perform all of your obligations under these Terms of Use, (b) you understand and intend these Terms of Use to be the legal equivalent of a signed, written contract equally binding (c) you are expected to and will periodically review this page to take notice of any changes made by ICONIQ, and (d) you will use the Information in a manner consistent with applicable laws and regulations and in accordance with these Terms of Use, as ICONIQ may amend them online or otherwise from time to time and with or without notice to you of such amendments. A printed version of these Terms of Use and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based on or relating to these Terms of Use to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. These Terms of Use constitute the entire agreement between you and ICONIQ with respect to the Website and they supersede all prior or contemporaneous communications and proposals, whether electronic, oral or written, between you and ICONIQ with respect to the Website. You agree to be bound by any agreement or consent you transmit to or through the Website via any media or electronic device, including internet, telephone and wireless devices. © 2021 ICONIQ Capital, LLC Client Login Contact Us Terms of Use Privacy Policy FormCRS