The Advisor Perks website and services are provided by Chalice Enterprise Solutions, LLC, a Florida limited liability company (“Advisor Perks”, “we”, “us”, or “our”). These Terms of Service (the “Terms”) govern your access to and use of the [www.advisorperks.com] and [app.advisorperks.com] websites (collectively, the “Website”) and all services provided via the Website, including access to our marketplace and professional tools (the “Services”). The term “you” or “your” refers to any person or entity who views, uses, accesses, browses, or submits any content or material to the Website. Access to the Website and the use of the Services are subject to these Terms of Service and the Privacy Policy available on the Website.
Acceptance of Terms
These Terms of Service apply to all Website visitors and users of the Website or Services, and by visiting or using the Website, you agree to be bound by these Terms and the Privacy Policy. If you do not agree with any term or condition in these Terms, please do not use the Website or any Service.
Minors
The Services are available only to individuals who are 18 years or older and can form legally binding contracts under applicable law. If you are under 18, you may only use the Services in conjunction with and under the supervision of a parent or legal guardian. In this case, the adult is the user and is responsible for all activities, subscriptions, and purchases.
Eligibility for Use
We may, at our sole discretion, refuse to offer the Services to any person or entity and change eligibility criteria at any time. You are responsible for ensuring that your use of the Services complies
with all applicable laws, rules, and regulations.
Website Content
You are granted a personal, non-transferable, non-exclusive right to access and use the content available on the Website, subject to these Terms. The term “Content” refers to all information, text, images, data, links, software, or other materials accessible via the Website or Services. Content may contain errors or inaccuracies, and we reserve the right to make changes to the Website without notice.
You may view, copy, download, and print Content for personal, informational use only. No part of the Website or its Content may be reproduced or transmitted without our prior written consent.
Registration and Membership
To start your membership, you must register on our Website by providing the necessary information via our registration forms. All information you provide is subject to our Privacy Policy. You are responsible for keeping your registration and membership information up to date.
Membership Terms
As a member, you will receive access based on your selected membership plan. Different membership plans offer varying access to the marketplace and resources. Payment terms presented during signup are part of these Terms.
Free Trials and Promotional Rates
Your membership may begin with a free trial or promotional rate. You may cancel your membership before the end of your trial or promotional period by emailing membership@advisorperks.com. If you continue after the trial, your first payment will be charged at the current non-promotional rate. You may cancel by emailing us before the next renewal date.
Automatic Renewal and Cancellation Policy
Memberships are billed annually and renewed automatically unless canceled. You are responsible for canceling before the anniversary date to avoid renewal charges. Cancellation requests received after the renewal will apply to the next period. No refunds for partial periods are provided. You may cancel your membership by emailing membership@advisorperks.com.
Membership Cancellation Policy
As a member of the Services, you acknowledge and consent to being charged an annual fee, and you accept responsibility for payment of the outstanding portion of the annual fee prior to the cancellation of your membership to the Services. Your membership will be automatically renewed for successive one (1) year renewal periods at the then-current non-promotional rate.
You are responsible for canceling before the anniversary date to avoid renewal charges. YOU MAY CANCEL YOUR ONGOING MEMBERSHIP TO THE SERVICES BY EMAILING YOUR REQUEST TO CANCEL TO membership@advisorperks.com. The day of the year that you start your membership is your anniversary date. Each membership automatically renews on the anniversary date following the end of the previous one (1) year period. You must notify us by emailing your request to cancel prior to the anniversary date to avoid the following year’s membership fees.
If you cancel your membership, any products or services currently used in relation to the membership, including third-party services, will be either cancelled or increased at standard retail rates. You will no longer have access to discounted products or special services provided through Advisor Perks upon cancellation.
Please note: Access to group health insurance provided by Paychex will also be terminated and not renewed, as it requires an active, paying membership with Advisor Perks.
Billing and Payments
All billing information is subject to our Privacy Policy. Your credit card will be automatically charged through a third-party payment processor. If your payment method is outdated, you authorize us to continue charging your account until you update your payment details. Advisor Perks is not responsible for any fees your credit card provider may charge.
Refund Policy
Refunds are issued at our discretion. You may request a refund by contacting membership@advisorperks.com, and refund decisions will be based on your membership activity.
General Disclaimers
You use the Website and Services at your own risk. The Website, Services, and all Content are provided “as is” and without any warranties. We do not guarantee the accuracy, availability, or quality of the information or services provided on the Website. Advisor Perks is not responsible for third-party content linked from the Website.
Limitation of Liability
Advisor Perks and its affiliates will not be liable for any indirect, special, incidental, or consequential damages arising from the use of the Website or Services. Our total liability shall not exceed the amount you paid to Advisor Perks in the previous calendar year.
Indemnification
You agree to indemnify and hold harmless Advisor Perks and its affiliates from any claims or damages arising from your use of the Website or violation of these Terms.
Intellectual Property Rights
All Content on this Website is the property of Advisor Perks or its licensors. You may not reproduce or distribute any Content without our prior written consent.
Termination
We may terminate your membership or access to the Website at our sole discretion without notice. You are responsible for all actions taken using your account.
Governing Law and Disputes
These Terms are governed by the laws of Florida. Any disputes related to the Terms will be resolved by binding arbitration in Florida.
Modifications to Terms
We may update these Terms at any time. Continued use of the Website after updates constitutes acceptance of the changes.
Contact Information
For questions or concerns regarding these Terms, please contact us at membership@advisorperks.com.