INVESTMENT PRODUCTS: NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
The uninvested cash, up to $250,000, is the only portion of your account insured by the FDIC.

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Individuals | Financial Professionals
Individuals | Financial Professionals

Individuals

Financial
Professionals

Electronic Consent

DISCLOSURE AND AGREEMENT

Welcome to the Cheetah website which provides 24-hour access to your account information. Through this website, you can view your account balances, account activity, fee activity, end of day pricing, quarterly statements and tax documents. Cheetah is a protected website subject to the privacy policies and standards of GoldStar Trust Company (“GoldStar”).

GETTING STARTED

In order to obtain access to the Cheetah website for the first time, kindly go over the following “Terms and Conditions of Use” and agree to abide by them by clicking on the “Accept” button below. After you accept the Terms and Conditions of Use, you will be prompted to create your personal password. You will be required to enter your personal password every time you log on to the website.

TERMS AND CONDITIONS

These Terms and Conditions govern your access to the following website: https://isw.accessasc.com/gtc. Your use of the Cheetah Website and your acknowledgement below constitute acceptance of these terms.

WEBSITE ACCESS AND SECURITY

GoldStar may discontinue your access to the website at any time, for any reason, with no liability whatsoever for such discontinuation.

To access information on the website, you must type in your User ID and your Password which you agree to safeguard. GoldStar shall not be responsible for any breach of security caused by your failure to maintain the confidentiality of your User ID and Password.

GoldStar will provide a commercially reasonable level of security and encryption for the website that shall include the use of password-protected logon procedures and software controls that will automatically disable the user account if an incorrect password or personal identification number is entered a predetermined number of times and will automatically log off the user after a predetermined period of inactivity while using the website. However, you acknowledge that the use of the website involves transmission of proprietary and confidential information over equipment, facilities and components of the Internet, including one or more intermediary data networks, public switched telephone networks and computers that are not owned, operated or controlled by GoldStar and may be non-secure. Use and transmission of data on any computer, system or network may be subject to delay, interruption, interference, blackout, failure, systems or service unavailability or failure, hardware or software malfunction or failure, encryption failure, interception by third parties, unauthorized access, theft, modification, or inaccuracy (collectively, “Failure Events”). You agree that GoldStar shall not be liable for any damages arising from any Failure Event or any other event or occurrence beyond the control of GoldStar.

You acknowledge and agree that: (a) the Website is proprietary to GoldStar and GoldStar licensor(s); (b) the GoldStar Trust Company name is a service mark of GoldStar and you have no rights or interests in the service mark and that all goodwill in the mark will continue to accrue to GoldStar; (c) GoldStar may make changes to Website at any time; (d) you are solely responsible for obtaining, installing and maintaining all hardware, software, telecommunications lines and Internet access that may be required to access Website. The Website is hosted by a third party who is not controlled by GoldStar; GoldStar shall have no liability for the acts or omissions of such third party.

INFORMATION DISCLAIMER

You acknowledge that information available via the website is not guaranteed to be complete or accurate and is intended to provide general information rather than individualized investment advice; such information is provided as a convenience and for your information, but it is not the official record of your account activity; your account statement remains the official record. Information (including, without limitation, market data) provided on the website is obtained from sources GoldStar believes to be reliable, but GoldStar cannot guarantee the accuracy, timeliness or completeness of such information for any particular purpose. Information provided through the website is generally updated as of the prior business day’s close of business but is subject to adjustment and correction.

If you copy or transfer any information from the website for your personal reference, you agree that you will not remove or obscure any copyright or other notices contained in any such information. Except as provided in the preceding sentence, you agree not to reproduce, modify, sell, distribute, broadcast, publish or use for any commercial or unlawful purpose any information you receive through the website.

PERSONAL INFORMATION

By accepting these terms and using the website, you acknowledge and agree that: (i) in order to operate and facilitate the provision of the website service, you will be required to provide certain personal information to GoldStar; (ii) your personal information will be transmitted through the website to be processed and stored by GoldStar in the United States in accordance with GoldStar privacy policies.

LIABILITY DISCLAIMER

NOTWITHSTANDING ANYTHING IN THIS AGREEMENT TO THE CONTRARY, GOLDSTAR HEREBY DISCLAIMS TO THE FULLEST EXTENT PERMITTED UNDER LAW ALL WARRANTIES WITH REGARD TO THE WEBSITE INCLUDING BUT NOT LIMITED TO ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR PURPOSE OR USE OR NONINFRINGEMENT. THE WEBSITE IS PROVIDED “AS IS.” GOLDSTAR DOES NOT WARRANT THAT THE WEBSITE WILL BE FREE OF ERRORS OR VIRUSES. FURTHER, GOLDSTAR DOES NOT WARRANT THE ACCURACY OF ANY INFORMATION DISPLAYED ON THE WEBSITE.

Notwithstanding anything in this Agreement to the contrary, GoldStar shall not be liable or responsible in any way to you for any losses, damages, claims, costs, expenses or other obligations arising in any way from the use of the website, including, but not limited to, the failure or interruption of the website, the unavailability or denial of access to the website, the lack of capacity of the website to display information, inaccurate or incomplete information displayed on the website, and any unauthorized access to or disclosure or use or inaccurate transmission of such information transmitted over the internet.

IN NO EVENT SHALL GOLDSTAR OR ITS AFFILIATES BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THE WEBSITE REGARDLESS OF WHETHER ANY CLAIM THEREFORE IS BASED ON CONTRACT, TORT OR OTHERWISE.

GoldStar shall use reasonable, good faith efforts to ascertain the fair market value of each asset in valuing the assets of the custodial account for recordkeeping and reporting purposes. Valuations will be obtained through utilization of various outside sources available to us and consideration of various relevant factors generally recognized as appropriate in the application of customary valuation methods.

In certain cases where fair market value is not readily available and we do not have a recent qualified independent appraisal, we may assign value based on our internal policies and procedures on the value of the asset, or we may require a current independent appraisal obtained by you. However, where assets are liquid or their value cannot be readily determined on either an established exchange or generally recognized market, the valuation is, by necessity, not a true market value and is merely an estimation of value within a broad range of values and its accuracy should not be relied upon for any other purposes because the precision with which a value is assigned is dependent on the nature of the asset and the cost effectiveness of pursuing a more comprehensive appraisal.

GoldStar does not assume responsibility for the accuracy in the valuation presented regarding the assets. We do not guarantee the results of the appraisal methods applied in developing value nor can we be held liable for valuations that GoldStar cannot determine on a recognized exchange or a generally standard market.

Fair Market Valuations for conversions must be obtained from an independent authorized individual acceptable to GoldStar for conversions conducted either internally or via transfer from a contra firm. Documentation is required to be dated within 2 weeks of the distribution. Statements and prior market values are not acceptable.

Investment products:
Are Not FDIC Insured          Are Not Bank Guaranteed          May Lose Value

Electronic Disclosures

This Electronic Delivery Disclosure Notice contains important information about your legal rights. Certain laws require us to provide specific information (“Communications”) to you in writing, which means you have a right to receive that information in paper form. By agreeing to this disclosure, you consent to electronically receive such Communications relative to your account(s) as provided here. We recommend you print and retain a copy of this disclosure and all the disclosures and agreements for your records.

“Communications” means each disclosure, notice, agreement, undertaking, fee schedule, periodic statement, record, document or other information we provide to you. It also includes certain informational tax statements, which may include, but are not limited to, Forms 1099-R, 1099-Q, 5498, 5498-ESA, 1099-B, 1099-DIV, 1099-INT, and 1099-OID.

Consent

You understand, prior to consenting, that:

1) Your consent applies to Communications regarding your account(s);

2) Your consent applies to any other person named on your account, subject to applicable law;

3) Electronic Communications may be provided by posting the information on the website where you access your accounts, through email, or by other electronic means;

4) If electronic Communications are elected, electronic delivery of Communications will be made by notifying you at the email address you provide that your Communication is available for your retrieval from our website;

5) If you do not consent, you retain the right to receive all required Communications in paper form;

6) Even after consent, if you want to receive a paper copy of a Communication in addition to the electronic version you can obtain one by calling us or writing to us at the number or address listed below. Additional fees for paper copies of Communications may be imposed depending on the type of account you have and/or the reason and frequency of your requests for paper copies;

7) You can withdraw your consent at any time by calling us at 800.486.6888, emailing us at info@goldstartrust.com, or writing us at: GoldStar Trust Company, 701 S Taylor LB 110, Amarillo, TX 79101. Your withdrawal of consent is effective only after GoldStar has had a reasonable period of time to act upon your withdrawal. Withdrawal of consent to electronic delivery will not affect the legal effectiveness, validity, or enforceability of Communications previously provided electronically;

8) If you do not consent or if consent is withdrawn for Communications, charges for paper statements will apply according to the current charge posted on our online fee schedule, which is subject to change;

9) By consenting to receive Communications electronically, you agree to provide us with the information (such as a current email address) needed to communicate with you electronically and update us with any changes in any such information by emailing or writing us at the email or address listed above.

We may choose to send you certain documents in paper form rather than in electronic form. You should continue to review all paper communications we send you. If delivered by mail, our Communications will be mailed to the last known address we have on record for you. Please ensure that you keep your primary mailing address up to date. If we send you paper documents, it will have no impact on your paperless enrollment.

Accessing Your Communications

We may deliver your Communications by any of the following means: (1) within goldstartrust.com, (2) to your designated email address, or (3) by requesting that you download a PDF file that contains the Communication.

If at any time we are unable to deliver email notifications to your email address:

  • We will contact you directly.
  • Depending on the reason for the delivery failure, we may immediately suspend electronic delivery for your account(s), resulting in physical delivery of documents until such time that you update your email address and re-opt-in to electronic delivery.

If your account is closed, you may lose access to www.goldstartrust.com, including any Communications we have provided in electronic form. If your account is closed, we may mail Communications to you in paper form, even if you previously elected to receive such materials electronically.

Hardware and Software Requirements

To access and retain electronic Communications, you must have an active email address and an up-to-date computing or mobile device with:

  • A Current Version (defined below) of a web browser (such as Internet Explorer, Chrome, Safari, or Firefox),
  • A connection to the Internet,
  • Electronic storage to retain records and/or a printer to print them, and
  • A Current Version of a program that accurately reads and displays PDF files.

If you do not have a PDF reader, you can download Adobe Reader at no charge from the following link: https://get.adobe.com/reader/ (By clicking the link, you will be taken to a third-party site not managed by GoldStar, where different security or privacy practices may apply.)

By “Current Version” we mean a version of the software that is currently being supported by its publisher. We reserve the right to discontinue support of a current version of software if, in our sole opinion, it suffers from a security flaw or other flaw that makes it unsuitable for use.

If our hardware or software requirements change, and that change creates a material risk that you would not be able to access or retain the information contained in www.goldstartrust.com, we will give you notice of the revised hardware or software requirements. Continuing to access www.goldstartrust.com electronically after receiving notice of the change reaffirms your consent.

Termination and Changes

We reserve the right to discontinue providing you with electronic Communications, or to terminate or change this Electronic Delivery Disclosure. We will provide you with notice of any such termination or change as required by law.

Revision date 9.10.26/Compliance approved

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