Common Communication Disclosures
1. Email Disclosures:
Directions:
Insert this content within your email footer with a hyperlink to your firm’s website.
Disclosure:
University Planning Partners a d/b/a of Eudaimonia Partners, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website or important disclosures.
Eudaimonia Partners, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Eudaimonia Partners, LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Eudaimonia Partners, LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send Eudaimonia Partners, LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note Eudaimonia Partners, LLC does not accept trading or money movement instructions via email. Please visit our website for important disclosures.
2. Business Card and Letterhead Disclosure:
Directions:
Include this content within the footer or under the firm logo on business cards and letterhead.
Disclosure:
University Planning Partners a d/b/a Eudaimonia Partners, LLC is a registered investment advisor.
3. Website Disclosures:
Directions:
1.Create a separate page on your Website titled “Disclosures”. You should provide a hyperlink to the Disclosures page on every page within your Website. We suggest that you place this hyperlink within the Footer/Copyright area of every Website page. The hyperlink to the Disclosures page does not need to be within your primary menu navigation.
2.See below for the highlighted areas where a link should also be added.
3.Create a separate page on your Website titled “Form CRS” with a link for your firm’s Form CRS. It is best practice to provide a hyperlink to the Client Relationship Summary within the Footer/Copyright area of every Website page so that is easily accessible for retail investors.
Disclosure:
Important Disclaimers
University Planning Partners a d/b/a Eudaimonia Partners, LLC ("Eudaimonia Partners") is a Registered Investment Advisor ("RIA"), located in the State of Tennessee. Eudaimonia Partners provides investment advisory and related services for clients nationally. Eudaimonia Partners will maintain all applicable registration and licenses as required by the various states in which Eudaimonia Partners conducts business, as applicable. Eudaimonia Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.eudaimoniaria.com/ (“Website”) or any of the information or services provided by Eudaimonia Partners, LLC (collectively “Eudaimonia Partners, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Eudaimonia Partners in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Eudaimonia Partners reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on February 22, 2021.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Eudaimonia Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Eudaimonia Partners does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Eudaimonia Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Eudaimonia Partners will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
Privacy Disclosures
Eudaimonia Partners is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
Eudaimonia Partners does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
Email Disclosures
Eudaimonia Partners often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Eudaimonia Partners makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Eudaimonia Partners private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Eudaimonia Partners does not accept trading or money movement instructions via email.
As a registered investment advisor, Eudaimonia Partners emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Eudaimonia Partners or the securities regulators.
If you have received an email from Eudaimonia Partners in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
Eudaimonia Partners may utilize third-party websites, including social media websites, blogs and other interactive content. Eudaimonia Partners considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Eudaimonia Partners generally retains copies of information that Eudaimonia Partners or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Eudaimonia Partners or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Eudaimonia Partners’s advisory persons after entering into an advisory agreement and provided Eudaimonia Partners with all requested background and account information.
If you have any questions regarding our policies, please Contact Us.
4. General Content (e.g. Brochures, FAQs, Market Commentaries, etc.)
Directions:
Insert this disclosure at the end of the content. The font can be no smaller than 8 point. Note, this is a baseline disclosure set, and should be enhanced as needed based on the content of the material.
Disclosure:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
University Planning Partners a d/b/a of Eudaimonia Partners, LLC (“Eudaimonia Partners”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Eudaimonia Partners and its representatives are properly licensed or exempt from licensure.
Past performance is no guarantee of future returns.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Additional Important Disclosures may be found in the Eudaimonia Partners Form ADV Part 2A.