Everline Global Investments

Terms and Conditions

Last updated: June 23, 2025

1. Acceptance of Terms

By accessing and using the services provided by Everline Global Investments ("Company," "we," "us," or "our"), you ("Client," "you," or "your") agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, please do not use our services.

2. Investment Services

Everline Global Investments provides investment management, advisory, and related financial services. Our services include:

  • Private equity investment management
  • Portfolio management and advisory services
  • Strategic investment consulting
  • Mergers and acquisitions advisory
  • Financial planning and wealth management

3. Investment Risks and Disclaimers

Important Risk Disclosure

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate.

  • Market risk: Investments may decline due to market conditions
  • Credit risk: Issuers may default on their obligations
  • Liquidity risk: Some investments may be difficult to sell quickly
  • Currency risk: Foreign investments may be affected by exchange rate fluctuations
  • Interest rate risk: Bond values may decline when interest rates rise

4. Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information about your financial situation and investment objectives
  • Notify us promptly of any material changes to your financial circumstances
  • Review all investment documents and statements carefully
  • Maintain the confidentiality of your account information
  • Comply with all applicable laws and regulations

5. Fees and Compensation

Our fee structure will be clearly disclosed in your investment management agreement. Fees may include management fees, performance fees, and other charges as outlined in your specific agreement. All fees are subject to change with appropriate notice as required by law.

6. Limitation of Liability

To the fullest extent permitted by law, Everline Global Investments shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or use, arising out of or relating to your use of our services, regardless of the theory of liability.

7. Privacy and Data Protection

We are committed to protecting your privacy and personal information. Our collection, use, and disclosure of personal information is governed by our Privacy Policy, which is incorporated by reference into these Terms. We implement appropriate security measures to protect your information against unauthorized access, alteration, disclosure, or destruction.

8. Intellectual Property

All content, materials, and intellectual property provided by Everline Global Investments, including but not limited to research reports, investment strategies, and proprietary methodologies, remain our exclusive property. You may not reproduce, distribute, or create derivative works without our express written consent.

9. Regulatory Compliance

Everline Global Investments is committed to compliance with all applicable securities laws and regulations. We are registered with appropriate regulatory authorities and maintain the necessary licenses to provide investment advisory services. Our services are subject to regulatory oversight and examination.

10. Termination

Either party may terminate the investment advisory relationship at any time with appropriate notice as specified in your investment management agreement. Upon termination, you will be responsible for any outstanding fees and expenses incurred up to the termination date.

11. Dispute Resolution

Any disputes arising from these Terms or our services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in [Jurisdiction], and the decision of the arbitrator shall be final and binding.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of [State/Country], without regard to its conflict of law provisions. Any legal action or proceeding shall be brought exclusively in the courts of [Jurisdiction].

13. Amendments

We reserve the right to modify these Terms at any time. Material changes will be communicated to you in writing or through electronic means. Your continued use of our services after such modifications constitutes acceptance of the updated Terms.

14. Contact Information

If you have any questions about these Terms and Conditions, please contact us:

Everline Global Investments Ltd.

Email: legal@everlineglobalinvestments.com

Phone: +1 (305) 306-6937

Unit #5, Long Stone House, P.O. Box 1200, Main Street

Charlestown, Saint Kitts and Nevis

15. Severability

If any provision of these Terms is found to be unenforceable or invalid, the remaining provisions shall continue in full force and effect. The unenforceable provision shall be replaced with an enforceable provision that most closely reflects the original intent.

These Terms and Conditions constitute the entire agreement between you and Everline Global Investments.

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