Effective June 1, 2026
These website terms and conditions of use for https://www.corient.com constitute a legal agreement and are entered into by and between you (“you” or "User”) and Corient Advisors LLC or any entity directly or indirectly controlled by Corient Global HoldCo Limited (collectively, "Corient", "we", "us", "our"). The following terms and conditions, together with any documents and/or additional terms they expressly incorporate by reference (collectively, these "Terms of Use"), govern your access to and use of, including any content, functionality, and services offered on or through, https://www.corient.com (this "Website"). The legal information about Corient can be found below in the “Reporting and Contact” section.
BY ACCESSING THIS WEBSITE OR USING ANY OF OUR SERVICES, YOU ACCEPT AND AGREE TO BE BOUND BY AND COMPLY WITH THESE TERMS OF USE. IF YOU DO NOT AGREE TO THESE TERMS OF USE, YOU MUST NOT ACCESS OR USE THIS WEBSITE.
By using this Website, you represent and warrant that you are the legal age of majority under applicable law to form a binding contract with Corient. If you are acting on behalf of a legal entity, you further represent and warrant that you have authority to bind that entity. If you do not meet all of these requirements, you must not access or use this Website.
All materials on this Website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, or disclosures apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.
Corient services and products are only offered in jurisdictions where they may be lawfully offered for sale. All services and products are subject to the terms of each and every applicable agreement. It is important to note that not all services, products and information are available in all jurisdictions. This Website and any content provided thereon should not be considered an offer to sell or buy, nor a solicitation of an offer to sell or buy, any investment advisory service, any investment fund or other product, or any investment information. Prospective clients or investors should consult with their legal or financial advisors to understand how applicable law may apply to the use of Corient services and products.
Information provided on this Website (the "Information") is intended for informational and educational purposes only and is not intended to provide investment, financial, legal, tax or accounting advice, and should not be relied upon in that regard. Nothing on this Website constitutes investment advice or recommendations as to the suitability of any specific service, product, investment or information. Any materials on this Website are provided for convenience and informational purposes only.
Many factors unknown to Corient may affect the applicability of any statement or comment made on this Website to your particular circumstances. You should not rely on the Information for investment, financial, legal, tax or accounting advice. You should directly consult your financial professional or other advisors before acting on any Information. Information on this Website is being provided with the understanding that Corient is not acting in a fiduciary capacity in respect of any such Information. None of Corient, its affiliates or any of its or their directors, officers, employees, agents, service providers, contractors, licensors, suppliers, successors or assigns (all of the forgoing, collectively, the "Corient Parties") shall have any liability whatsoever for any investment decisions or the results of any investments made by you or any User of the Website in reliance on any Information.
All investment advisory and other services and products referenced on this Website are managed and offered by Corient and certain affiliate firms of Corient.
Modifications to the Terms of Use and to this Website
We reserve the right in our sole discretion to revise and update these Terms of Use from time to time in accordance with applicable law. Any and all such modifications are effective by posting and apply to all access to and continued use of this Website thereafter. The date these Terms of Use were last revised is listed at the top of this page. If the updates to these Terms of Use, in our sole discretion, are material, we will notify you in accordance with applicable law. By continuing to access or use this Website after the revised Terms of Use become effective, you agree to be bound by the revised Terms of Use. If you do not agree to the revised Terms of Use, you must stop accessing and using this Website.
The Information and material on this Website, and this Website itself, may be changed, withdrawn or terminated at any time in our sole discretion without notice. We make this Website and the content thereon available as a convenience to you, and we are under no obligation to ensure that the Website is accessible or that the content thereon is up to date. We will not be liable if, for any reason, access to all or any part of this Website is restricted or unavailable to Users at any time or for any period, or if any information or material on the Website is out of date.
If we make an update that constitutes a material change to these Terms of Use that is applicable to you, such update will only become effective after we provide you with notice, which such notice may be made by posting a notice on this Website or in these Terms of Use that is clear and legible and that sets out the content of the amendment and the date on which it becomes effective.
Privacy
Your access to and use of this Website constitutes your acknowledgement of certain Personal Data (as defined in our Website Privacy Notice (the “Privacy Notice”)) being collected, held, used and disclosed by Corient in the ways and for the purposes identified in these Terms of Use and in the Privacy Notice, found at https://www.corient.com/privacy-notice. If you do not agree to the Privacy Notice, you must not access or use this Website.
Your Use of this Website and Security
The security of your Personal Data is very important to us. We use physical, electronic, and administrative measures designed to secure your Personal Data from accidental loss and from unauthorized access, use, alteration, and disclosure.
The safety and security of your information also depends on you. Users are responsible for obtaining their own access to this Website. Users are required to ensure that all persons who access this Website through their internet connection are aware of these Terms of Use and comply with them. In such case, it is a condition of your use of this Website that all the information you provide on this Website is correct, current, and complete.
While we implement appropriate technical and organizational measures to protect Personal Data, transmission of information over the Internet is not entirely secure. Users should exercise caution when transmitting Personal Data online.
You are prohibited from attempting to circumvent and from violating the security of this Website, including, without limitation: (a) accessing content and data that is not intended for you; (b) attempting to breach or breaching the security and/or authentication measures of this Website; (c) restricting, disrupting or disabling service to Users, hosts, servers or networks; (d) illicitly reproducing TCP/IP packet header; (e) disrupting network services and otherwise disrupting this Website owner's ability to monitor this Website; (f) using any robot, spider, or other automatic device, process, or means to access this Website for any purpose, including monitoring or copying any of the material on this Website; (g) introducing any viruses, trojan horses, worms, logic bombs, or other material that is malicious or technologically harmful; (h) attacking this Website via a denial-of-service attack, distributed denial-of-service attack, flooding, mailbombing or crashing; and (i) otherwise attempting to interfere with the proper working of this Website. The framing, mirroring, scraping or data-mining of the Website or any of its content in any form and by any method is strictly prohibited.
Intellectual Property Rights and Ownership
You understand and agree that this Website and its entire contents, features, and functionality, including, but not limited to, all information, software, code, text, displays, graphics, photographs, video, audio, design, presentation, selection, and arrangement, are owned by Corient, its licensors, or other providers of such material and are protected in all forms by all applicable intellectual property laws, including without limitation copyright, trademark, patent, trade secret, and any other proprietary rights laws.
Certain names, logos, product and service names, designs, images and slogans are trademarks of Corient or its affiliates or licensors. You must not use such marks without the prior written permission of Corient. Other names, logos, product and service names, designs, images and slogans mentioned, or which appear on this Website, are the trademarks of their respective owners. Use of any such property, except as expressly authorized, shall constitute an infringement or violation of the rights of the property owner and may be a violation of applicable law and could subject the infringer to legal action.
Without limiting the generality of the foregoing, registered and unregistered trademarks used by Corient, and its affiliates include, without limitation, the following: BORING INVESTMENTS. EXCITED INVESTORS., CORIENT, CORIENT CAPITAL PARTNERS, COLOMBIA PACIFIC ADVISORS, CP Logo, THINK LIKE EQUITY, STRUCTURE LIKE DEBT., MYWEALTHVIEW (Stylized), S4S, S4S Ventures, Stanhope, FFT, Optima, Arche, Portman Square, Bala Capital, Canora Capital, Stonehage, Stonehage Fleming, Stonehage Fleming Family & Partners, SF&P, SFF&P, Fleming, FF&P, Fleming Family and Partners, FF&P Fleming Family and Partners, Fleming Family & Partners, and “Global Best Ideas”.
You may only use this Website for your personal and non-commercial use and on a limited, revocable, non-exclusive, non-transferable, non-sublicensable, royalty-free basis only. You shall not directly or indirectly reproduce, compile for an internal database, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on this Website, in any form or medium whatsoever, except:
your computer and browser may temporarily store or cache copies of materials being accessed and viewed;
a reasonable number of copies for personal use only may be printed keeping any proprietary notices thereon intact, which may only be used for
non-commercial and lawful personal use and not for further reproduction, publication, or distribution of any kind on any medium whatsoever;
one single User copy may be downloaded with any proprietary notices intact, which may only be used for your own personal, non-commercial use, conditional on your agreement to be bound by these Terms of Use for such downloads; and
in the event social media platforms are linked to certain content on this Website, you may take such actions as this Website and such third-party social media platforms permit.
Users are not permitted to modify copies of any materials from this Website or delete or alter any copyright, trademark, or other proprietary rights notices from copies of materials from this Website. You must not access or use for any commercial purposes any part of this Website or any services or materials available through this Website.
If you print, copy or download any part of this Website in violation of these Terms of Use or otherwise breach these Terms of Use, your right to use this Website will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.
You have no right, title, or interest in or to this Website or to any content on this Website, and all rights not expressly granted are reserved by Corient. Any use of this Website not expressly permitted by these Terms of Use is a breach of these Terms of Use and may infringe or violate copyright, trademark, and other intellectual property or other proprietary rights laws.
Conditions of Use
As a condition of your access to and use of this Website, you agree that you may use this Website only for lawful purposes and in accordance with these Terms of Use.
Corient has registered an agent with the United States Copyright Office in accordance with the terms of the Digital Millennium Copyright Act (the "DMCA") and avails itself of the protections under the DMCA. Corient reserves the right to remove any content on this Website that allegedly infringes another person's copyright, and Corient may request additional information before removing any allegedly infringing material on this Website. All notices of alleged copyright infringement claims ("Notices") in connection with this Website should be sent to the General Counsel of Corient at legal@corient.com. Such Notices should include the following:
Your physical or electronic signature;
Identification of the copyrighted work you believe to have been infringed or, if the claim involves multiple works on the Website, a representative list of such works;
Identification of the material you believe to be infringing in a sufficiently precise manner to allow us to locate that material;
Adequate information by which we can contact you (including your name, postal address, telephone number, and, if available, email address);
A statement that you have a good faith belief that use of the copyrighted material is not authorized by the copyright owner, its agent, or the law;
A statement that the information in the Notice is accurate; and
A statement, under penalty of perjury, that you are authorized to act on behalf of the copyright owner.
Without limiting the foregoing, you warrant and agree that your use of this Website shall not:
- In any manner violate any applicable federal, state, local, or international law or regulation including, without limitation, any laws regarding the export of data, intellectual property or other proprietary rights (including rights with respect to software, patents, trademarks, trade secrets, copyrights, or other intellectual property), or any other legal rights (including the rights of publicity and privacy of others);
Involve or contain any material that could give rise to any civil or criminal liability under applicable laws or regulations or that otherwise may be in conflict with these Terms of Use or the Privacy Notice;
In any manner violate the terms of use of any third-party website that is linked to or from this Website, including, but not limited to, any third-party social media website;
Involve or contain any false, inaccurate or misleading information;
Constitute an impersonation or attempted impersonation of Corient, a Corient employee, another User, or any other person or entity (including, without limitation, by using email addresses, screen names, or other contact information associated with any of the foregoing);
Without our prior written consent, involve any sales, transmission of any advertisements or promotions, or encouragement of or engagement in any other commercial activities, including, without limitation, any "spam", "junk mail", "chain letter", contests, sweepstakes and other sales promotions, bartering, or any other similar solicitation;
Encourage any other conduct that restricts or inhibits anyone's use or enjoyment of this Website, or which, as determined by us, may harm Corient or Users of this Website or expose them to liability;
Cause annoyance, inconvenience, or needless anxiety or be likely to upset, embarrass, or alarm any other person;
Promote any illegal activity, or advocate, promote, or assist any unlawful act; or
Give the impression that they originate from or are endorsed by us or any other person or entity, if this is not the case.
User Submissions: Grant of License
No information you submit via this Website will be confidential, and by submitting it, you grant us and our affiliates a perpetual, worldwide, licence to use, reproduce, modify, display, distribute and otherwise disclose that information as we see fit.
Website Monitoring and Enforcement, Suspension and Termination
Corient has the right, without notice, to the fullest extent permitted by applicable law:
- Take such actions as we deem necessary to respond to a violation of these Terms of Use;
- Take appropriate legal action, including, without limitation, and subject to applicable law, referral to law enforcement or another regulatory authority, or notifying the harmed party of any illegal or unauthorized use of this Website. Without limiting the foregoing, we have the right to fully cooperate with any law enforcement authorities or court order requesting or directing us to disclose the identity or other information of anyone posting any materials on or through this Website; or
- Terminate or suspend your access to all or part of this Website for any or no reason, including, without limitation, for any violation of these Terms of Use, in accordance with applicable law.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, YOU HEREBY WAIVE ANY AND ALL CLAIMS AGAINST ALL OF THE CORIENT PARTIES RESULTING FROM ANY ACTION TAKEN BY CORIENT OR ANY OF THE FOREGOING PARTIES RELATING TO ANY INVESTIGATIONS BY EITHER CORIENT OR SUCH PARTIES OR BY LAW ENFORCEMENT AUTHORITIES.
We have no obligation or responsibility to any party to monitor this Website or its use or to undertake review of material that you or others submit to this Website. We cannot ensure prompt removal of objectionable material after it has been posted and we have no liability for any action or inaction regarding transmissions, communications, or content provided by any User or third party, subject to applicable law.
No Reliance
Although we make reasonable efforts to update the information on this Website, we make no representations, warranties or guarantees, or other terms of any kind, except as required by applicable law, whether express or implied, that the content on this Website is current, accurate or complete. Your use of this Website is at your own risk to the greatest extent permitted by applicable law, and none of the Corient Parties have any responsibility or liability whatsoever regarding your use of this Website. Nothing in this clause shall exclude or limit liability where such exclusion is not permitted under applicable law.
This Website may include content provided by third parties, including from third parties. All statements or opinions expressed in any such third-party content are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of Corient. None of the Corient Parties have any responsibility or liability whatsoever to you or any third party regarding the content or accuracy of any third-party materials, subject to applicable law.
Third-Party Websites
For your convenience, this Website may provide links or pointers to third-party sites. We make no representations about any other websites that may be accessed from this Website. If you choose to access any such sites, you do so at your own risk. We have no control over the contents of any such third-party sites and are not responsible for the content, timeliness or accuracy of such third-party sites or for any loss or damage that may arise from your use of them. You are subject to any terms and conditions of such third-party sites. We reserve the right to terminate or disable any links or pointers to third-party sites.
Such links to third-party sites from this Website may include links to certain social media features that enable you to link to or transmit certain content from this Website to such social media sites. You may only use these features when they are provided by us and solely with respect to the content identified.
You may link to our homepage, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it. You must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists. This Website must not be framed on any other site, and you cannot create a link to any part of this Website other than the homepage. We reserve the right to withdraw linking permission without notice. The website from which you are linking must comply in all respects with the Conditions of Use set forth herein. You agree to cooperate with us in causing any unauthorized framing or linking to immediately stop.
Linking to any site is at your own risk, and none of the Corient Parties will be responsible or liable for any damages in connection with linking.
Geographic Restrictions
The owner of this Website is based in the United States. If you access this Website from a jurisdiction in which we do not do business, you do so at your own risk, and you are responsible for compliance with local laws of your jurisdiction.
Conversational Messaging
To the extent that you are located in the United States of America and you have consented to receive conversational text messages from us, your advisor or other members of your service team may communicate with you regarding Corient services, including appointment reminders, customer support, and service updates, using text messaging. The frequency of those messages will vary, but you may opt out of receiving further text messages by replying "STOP" to any message or speak to your advisor to stop receiving text messages. Messaging and data rates may apply. For assistance, text "HELP" or visit the Privacy Notice.
Legal Entity Disclosure
Corient Global HoldCo Limited is the holding company for a group of companies operating under the Corient brand through various subsidiaries, affiliates and associated entities across multiple jurisdictions. Each legal entity is a separate and distinct legal entity, independently incorporated, licensed (where applicable) and regulated under the laws of its applicable jurisdiction. Corient Global HoldCo Limited is not a regulated entity and does not provide financial, investment or other regulated products or services.
Disclaimer of Warranties
YOU UNDERSTAND AND AGREE THAT YOUR USE OF THIS WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS FOUND OR ATTAINED THROUGH THIS WEBSITE (INCLUDING, FOR CLARITY, FROM ANY THIRD-PARTY SITE LINKED TO OR FROM THIS WEBSITE) IS AT YOUR OWN RISK. THIS WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS FOUND OR ATTAINED THROUGH THIS WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT ANY WARRANTIES, CONDITIONS, OR REPRESENTATIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THE FOREGOING DOES NOT AFFECT ANY WARRANTIES, CONDITIONS, OR REPRESENTATIONS THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW. THE CONTENT OF THIS WEBSITE IS FOR GENERAL INFORMATION PURPOSES ONLY AND DOES NOT CREATE ANY OBLIGATIONS, UNDERTAKINGS, WARRANTIES, OR GURANTESS OF ANY KIND ON CORIENT, UNLESS EXPRESSLY SET OUT IN THESE TERMS OF USE.
NONE OF THE CORIENT PARTIES MAKE ANY WARRANTY, REPRESENTATION OR ENDORSEMENT REGARDING THE COMPLETENESS, SECURITY, RELIABILITY, SUITABILITY, ACCURACY, CURRENCY OR AVAILABILITY OF THIS WEBSITE OR ITS CONTENTS. WITHOUT LIMITING THE FOREGOING, NONE OF THE CORIENT PARTIES REPRESENT OR WARRANT THAT THIS WEBSITE, ITS CONTENT, OR ANY SERVICES OR ITEMS FOUND OR ATTAINED THROUGH THIS WEBSITE WILL BE ACCURATE, RELIABLE, ERROR-FREE, OR UNINTERRUPTED, THAT DEFECTS WILL BE CORRECTED, OR THAT THIS WEBSITE OR THE SERVER THAT MAKES IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
WE CANNOT AND DO NOT GUARANTEE OR WARRANT THAT FILES OR DATA AVAILABLE FOR DOWNLOADING FROM THE INTERNET OR THIS WEBSITE WILL BE FREE OF VIRUSES OR OTHER DESTRUCTIVE CODE. YOU ARE SOLELY AND ENTIRELY RESPONSIBLE FOR YOUR USE OF THIS WEBSITE AND YOUR COMPUTER OR DEVICE, INTERNET AND DATA SECURITY. TO THE FULLEST EXTENT PERMITTED BY LAW, NONE OF THE CORIENT PARTIES WILL BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY DENIAL-OF-SERVICE ATTACK, DISTRIBUTED DENIAL-OF-SERVICE ATTACK, OVERLOADING, FLOODING, MAILBOMBING OR CRASHING, VIRUSES, TROJAN HORSES, WORMS, LOGIC BOMBS, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THIS WEBSITE OR ANY SERVICES OR ITEMS FOUND OR ATTAINED THROUGH THIS WEBSITE, OR DUE TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON THIS WEBSITE OR ON ANY WEBSITE LINKED TO OR FROM IT.
IF YOU ARE A CONSUMER (AND, WHERE APPLICABLE, A NON-PROFESSIONAL UNDER APPLICABLE LAW) AND ARE LOCATED OR RESIDE IN, OR ACCESS THE WEBSITE FROM A COUNTRY OUTSIDE THE UNITED STATES OF AMERICA, THE LAWS OF THE COUNTRY OF YOUR RESIDENCE MAY NOT ALLOW SOME OR ALL OF THE LIMITATIONS AND DISCLAIMER OF WARRANTIES DESCRIBED ABOVE. SUCH LIMITATIONS WILL THEN NOT APPLY TO YOU AND YOU MIGHT HAVE ADDITIONAL RIGHTS.
Limitation of Liability
EXCEPT WHERE SUCH EXCLUSIONS ARE PROHIBITED BY LAW, UNDER NO CIRCUMSTANCE WILL ANY OF THE CORIENT PARTIES BE LIABLE FOR NEGLIGENCE, GROSS NEGLIGENCE, NEGLIGENT MISREPRESENTATION, FUNDAMENTAL BREACH, OR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, AND INCLUDING, BUT NOT LIMITED TO, PERSONAL INJURY, PAIN AND SUFFERING, EMOTIONAL DISTRESS, LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, LOSS OF USE, LOSS OF GOODWILL, LOSS OF DATA, AND WHETHER CAUSED BY TORT (INCLUDING NEGLIGENCE), BREACH OF CONTRACT, BREACH OF PRIVACY OR OTHERWISE, ARISING OUT OF OR IN CONNECTION WITH YOUR USE, OR INABILITY TO USE, OR RELIANCE ON, THIS WEBSITE, ANY LINKED WEBSITES OR SUCH OTHER THIRD-PARTY WEBSITES, NOR ANY WEBSITE CONTENT, MATERIALS, POSTING OR INFORMATION THEREON, EVEN IF THE PARTY WAS ALLEGEDLY ADVISED OR HAD REASON TO KNOW OF THE POSSIBILITY OF SUCH DAMAGES. IF YOU ARE DISSATISFIED WITH THIS WEBSITE, YOUR EXCLUSIVE REMEDY SHALL BE TO CEASE USING THIS WEBSITE.
IF YOU ARE A CONSUMER (AND, WHERE APPLICABLE, A NON-PROFESSIONAL UNDER APPLICABLE LAW) AND ARE LOCATED OR RESIDE IN, OR ACCESS THE WEBSITE FROM A COUNTRY OUTSIDE THE UNITED STATES OF AMERICA, WE DO NOT EXCLUDE OR LIMIT IN ANY WAY OUR LIABILITY TO YOU WHERE IT WOULD BE UNLAWFUL TO DO SO. HOWEVER, CORIENT SHALL NOT BE LIABLE FOR ANY DAMAGE WHICH IS IMPUTABLE TO YOU, OR TO AN UNFORESEEABLE AND INSURMOUNTABLE EVENT OF A THIRD PARTY, OR A FORCE MAJEURE EVENT.
Indemnification
To the maximum extent permitted by applicable law, you agree to defend, indemnify, and hold harmless each of the Corient Parties from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to (a) your breach of these Terms of Use or your use of this Website, including, but not limited to, any use of third-party sites, and any use of this Website's content, services, and products, other than as expressly authorized in these Terms of Use, or (b) any action taken by any of the Corient Parties relating to any investigations by the Corient Parties or by law enforcement authorities.
Governing Law and Jurisdiction
This Website and these Terms of Use will be governed by and construed in accordance with the laws of New York, United States of America, without giving effect to any conflict of law provision (where permitted by applicable law) and notwithstanding your domicile, residence or physical location.
NOTWITHSTANDING THE FOREGOING PARAGRAPH, YOU AGREE THAT ANY DISPUTE REGARDING THE WEBSITE AND THESE TERMS OF USE WILL BE DECIDED BY BINDING ARBITRATION. YOU HEREBY WAIVE THE RIGHT FOR A JUDGE OR JURY TO DECIDE YOUR CLAIMS, AND YOU SHALL NOT PROCEED WITH SUCH A CLAIM INDIVIDUALLY OR IN A CLASS, CONSOLIDATED, OR REPRESENTATIVE CAPACITY. OTHER RIGHTS THAT YOU AND WE WOULD OTHERWISE HAVE IN COURT WILL NOT BE AVAILABLE OR WILL BE MORE LIMITED IN ARBITRATION, INCLUDING DISCOVERY AND APPEAL RIGHTS.
All such disputes shall be exclusively submitted to JAMS (www.jamsadr.com) for binding arbitration under its rules then in effect, before one arbitrator to be mutually agreed upon by both parties. The arbitration shall be conducted in accordance with the JAMS Consumer Arbitration Minimum Standards (the “Minimum Standards”) if it is determined by JAMS or the arbitrator that the Minimum Standards are applicable to the dispute. The Minimum Standards are available at www.jamsadr.com/consumer-minimum-standards. The location of any hearings will be determined by the applicable JAMS rules. The arbitrator, and not any federal, state, or local court or agency, shall have exclusive authority to resolve any dispute arising under or relating to the interpretation, applicability, enforceability, or formation of these Terms of Use. Any award rendered by the arbitrator may be enforced in a court of competent jurisdiction.
If you are a consumer (and, where applicable, a non-professional under applicable law) and have your habitual residence outside the United States of America, you (i) may benefit from the statutory consumer (or non-professional) protection pursuant to the mandatory provisions of the laws of the country of your residence and (ii) may have the right to bring a claim to enforce your consumer (or non-professional) protection rights before the courts of the country of your residence.
The European Commission provides for an online dispute resolution platform for consumers located in the European Union, which you can access here: https://ec.europa.eu/consumers/odr.
Waiver
No failure to exercise, or delay in exercising, any right, remedy, power or privilege arising from these Terms of Use operates, or may be construed, as a waiver thereof. No single or partial exercise of any right, remedy, power or privilege hereunder precludes any other or further exercise thereof or the exercise of any other right, remedy, power or privilege.
Severability
If any term or provision of these Terms of Use is invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision of these Terms of Use or invalidate or render unenforceable such term or provision in any other jurisdiction. Where a provision is found to be invalid, illegal or unenforceable, the parties agree that the court may modify such provision to the minimum extent necessary to make it valid and enforceable while preserving the parties' original intent to the greatest extent possible.
Entire Agreement
The Terms of Use, together with the Privacy Notice, constitute the sole and entire agreement between you and Corient regarding this Website and supersede all prior and contemporaneous understandings, agreements, representations and warranties, both written and oral, regarding such subject matter.
Reporting and Contact
This Website is operated by:
Corient Advisors LLC
830 Brickell Plaza,
Suite 4800
Miami, FL 33131
United States of America
Should you become aware of any misuse of this Website, including any libelous or defamatory conduct, you must report it to Corient.
All other feedback, comments, requests for technical support, and other communication relating to this Website should be directed to us at the address above or by email to legal@corient.com.
