By using this website, you signify your Assent and Agreement to these Terms of Use. If you do not agree to these Terms of Use, you do not have permission to use this website.

Restrictions on use of materials

Materials in this website are copyrighted, and all rights are reserved. Text, graphics, databases, software, HTML code and other intellectual property are protected by U.S. and international copyright laws, and they may not be copied, reprinted, published, reengineered, translated, hosted or otherwise distributed by any means without explicit permission in writing from Independent Financial Services Trust.

Liability/General Disclaimer

All information on this website is provided “as is,” with no guarantee of completeness, accuracy, or timeliness regarding the results obtained from the use of this information. And without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability, and fitness for a particular purpose. While reliable sources of information have been used, this website may include inadvertent technical or factual inaccuracies. Your use of this information is at your own risk. You assume full responsibility and risk of loss resulting from the use of this information. Richard C. Stimson, Trustee of Independent Financial Services Trust and its representatives, affiliates, staff and employees, successors, executors, administrators or assigns, will not be liable for any direct, special, indirect, incidental, consequential, or punitive damages or any other damages whatsoever, whether in an action based upon a statute, contract, tort (including, but not limited to negligence), or otherwise, relating to the use of this information. In no event will Richard C. Stimson, Independent Financial Services Trust, its Trustee or successor Trustees, or the independent representatives, independent contractors, staff, or employees of Richard C. Stimson or Independent Financial Services Trust, Or their successors, executors, administrators or assigns, be liable to you or anyone else for any decision made or action taken in reliance on the information on this website or for any consequential, special, or similar damages, even if advised of the possibility of such damages.

Independent Financial Services Trust assists in Trust administration, accounting, tax filings or other professional services. We are not a law firm and do not practice law. If legal advice is required, the services of a competent professional attorney should be sought.

Facts and information at this website are believed to be accurate at the time they were placed on the website and may become outdated by marketplace changes or conditions, new or revised laws, or other circumstances. Changes may be made at any time without prior notice. All data provided on this website are to be used for informational purposes only. The information contained on this website and pages within is not intended to provide specific legal, financial or tax advice, or any other advice, whatsoever, and should not be relied upon in that regard. Independent Financial Services Trust is not responsible for any errors or omissions, or for the results obtained from the use of this information. Any slights against individuals, companies, or organizations are unintentional. Independent Financial Services Trust, staff and employees have no control over the recommendations that independent representatives or contractors make to their respective clients, and as a result, shall not be held liable for any damages claimed as a result of recommendations made by independent representatives or independent contractors.

Decisions based on data or information contained on this site are the sole responsibility of the user, and in exchange for using this site, you agree to hold Independent Financial Services Trust, its trustee, successors, executors, administrators, assigns, staff, employees, its independent representatives and contractors, harmless against any claims for damages arising from any decisions you make based on such information.

The services described on this website are only offered in jurisdictions where they may be legally offered. Information provided in this website is not all-inclusive and is limited to information that is made available to Independent Financial Services Trust, and such information should not be relied upon as all-inclusive or accurate.

Neither Independent Financial Services Trust or its trustee, successors, executors, administrators, assigns, nor any of its staff or employees will be liable for any loss or damage that you incur in the event of any failure or interruptions on the site, or resulting from the act or omission of any other party involved in making this site available, or from any other cause relating to access to, inability to access, or use of this site.

Purchases

When you make payments on the Website, you will be making a payment using a third-party payment processor, Mango Billing. We are not responsible for the collection, use, sharing or security of your billing information by any third-party payment processor. The following payment method(s) are accepted by the third-party payment processor: American Express, bank transfer, MasterCard, and Visa.

You hereby represent and warrant that you have the legal right to use the payment method(s) in connection with any purchase and that the information that you supply to us and to the third party payment processor(s) is true, correct and complete.

Cancellation and Refund Policy

We do not offer you the ability to cancel any purchases that you have made of the services and digital products offered on our Website. We do not reserve the right to cancel your purchase. We do not offer refunds on any purchases made on this Website.

Third-Party Links and marks

The owner of this site is not necessarily affiliated with sites that may be linked to this site and is not responsible for their content. The linked sites are for your convenience only, and you access them at your own risk. Links to other websites or references to products, services or publications other than those of Independent Financial Services Trust and its independent representatives and contractors at this website do not imply the endorsement or approval of such websites, products, services.

Certain names, graphics, logos, icons, designs, words, titles or phrases on this website may constitute trade names, trademarks or service marks of other entities. The display of trademarks on this website does not imply that a license of any kind has been granted. Any unauthorized downloading, re-transmission or other copying or modification of trademarks and/or the contents herein may be a violation of federal, common law, trademark and/or copyright laws and could subject the copier to legal action.

Data entered on site/Solicitation

By filling out any forms on this website, such as requesting to be on our email or regular mail lists, submitting a request for an Independent Financial Services Trust information session, or the Contact Us forms, you are giving Independent Financial Services Trust permission to contact you by any of the methods you provide us, regardless of whether you are listed on the “Do Not Call Registry” or have otherwise requested not to receive communications by mail, email, fax, phone or other method.

If you enter comments about Independent Financial Services on this or other sites, such as Facebook, Twitter, or on a blog, you are expressly allowing Independent Financial Services Trust to use your comments for any and all purposes, including for marketing purposes, case studies and examples. You are also giving express permission for others on the site to view them. Independent Financial Service Trust reserves the right to remove comments. It is your responsibility as a user of the website to make sure you are not disclosing confidential or proprietary information, and you are to police yourself in regard that any comments you make so that they do not violate any federal, state or local laws, rules, or regulations.

You agree not to engage in any of the following when leaving comments or using other forms of communication:

  • Content that harasses others;
  • Content that is discriminatory or offensive;
  • Swearing, name calling and otherwise abusive content;
  • Pornographic and sexually explicit content;
  • Content displaying, depicting or suggesting violence;
  • Content that exploits or abuses children;
  • Content encouraging or committing illegal acts;
  • Content sharing personal information without consent;
  • Content infringing on someone’s rights, including intellectual property rights;
  • Content advertising products or services without our permission;
  • Content whose purpose is spamming others.

Consequences of Violation of Terms

We may, without notice to you, suspend your service or remove messages and comments transmitted via the site if we discover facts that lead us to reasonably believe the site or service is being used in violation of these Terms. You agree to cooperate with our reasonable investigation of any suspected violation of these Terms. We may attempt to contact you prior to your suspension; however, prior notification is not assured.

Client Portal

If you purchase a trust from Independent Financial Services Trust, you will receive access to a unique client portal. You are responsible for maintaining the confidentiality of your portal login and password, including but not limited to the restriction of access to your computer and/or portal. You agree to accept responsibility for any and all activities or actions that occur under your login and/or password, whether your password is with our Website or a third party service. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

We reserve the right to terminate access to your client portal anytime at our sole discretion. You can terminate your portal account by contacting us.

Intellectual property and DMCA notice and procedure for intellectual property infringement claims

All contents of this Website are ©2021 Independent Financial Services Trust or third parties. All rights reserved. Unless specified otherwise, this Website and all content and other materials on this Website including but not limited to all logos, designs, text, graphics, pictures, information, data, software, sound files and arrangement thereof (collectively, “Content”) are the proprietary property of Independent Financial Services Trust and are either registered trademarks, trademarks or otherwise protected intellectual property of Independent Financial Services Trust or third parties in the United States and/or other countries.

If you are aware of a potential infringement of our intellectual property, please contact Richard C. Stimson at info@trustifs.net.

We respect the intellectual property rights of others. It is our policy to respond to any claim that Content posted on the Website infringes on the copyright, trademark or other intellectual property rights of any person or entity.

If you believe in good faith that the Content infringes on your intellectual property rights, you or your agent may send us a written notice of such infringement titled “Infringement of Intellectual Property Rights – DMCA.” Your notice to us must include the following information:

  1. An electronic or physical signature of the person authorized to act on behalf of the owner of the intellectual property right’s interest;
  2. A description of the work that you claim has been infringed, including the URL (i.e., web page address) of the location where the work exists or a copy of the work;
  3. Your name, email, address and telephone number; and
  4. A statement by you that you have a good faith belief that the disputed use is not authorized by the owner of the work, its agent or the law.

Please note that we will not process your complaint if it is not properly filled out or is incomplete. You may be held accountable for damages, including but not limited to costs and attorneys’ fees for any misrepresentation or bad faith claims regarding the infringement of your intellectual property rights by the Content on this Website.

You may submit your claim to us by contacting us at:

Richard Stimson, Trustee
Independent Financial Services Trust
info@trustifs.net
9233 County Road 1236, Cleburne, TX 76033

817-517-7145

Prohibited Uses

You agree that you will use this Website in accordance with all applicable laws, rules, regulations and these Terms at all times. The following is a non-exhaustive list of prohibited uses of this Website. You agree that you will not perform any of the following prohibited uses:

  1. Impersonating or attempting to impersonate Independent Financial Services Trust or it’s Trustee, Richard Stimson, or successors, executors, administrators, assigns, employees, independent representatives and contractors, or its representatives;
  2. Misrepresenting your identity or affiliation with any person or entity;
  3. Sending or attempting to send any advertising or promotional material, including but not limited to spam, junk mail, chain mail or any similar material;
  4. Engaging in any conduct that restricts or inhibits any person’s use or enjoyment of the Website, or which, as determined in our sole discretion, may harm us or the users of this Website or expose us or other users to liability;
  5. Using the Website in any manner that could disable, overburden, damage or impair the Website or interfere with another party’s use of the Website;
  6. Using any robot, spider or other similar automatic technology, process or means to access or use the Website for any purpose, including monitoring or copying any of the material on this Website;
  7. Using any manual process or means to monitor or copy any of the material on this Website or for any other unauthorized purpose;
  8. Using any device, software, means or routine that interferes with the proper working of the Website, including but not limited to viruses, trojan horses, worms, logic bombs or other such materials;
  9. Attempting to gain unauthorized access to, interfering with, damaging or disrupting any parts of the Website, the server(s) on which the Website is stored, or any server, computer or database connected to the Website;
  10. Attempting to attack or attacking the Website via a denial-of-service attack or a distributed denial-of-service attack;
  11. Otherwise attempting to interfere with the proper working of the Website;
  12. Using the Website in any way that violates any applicable federal, state or local laws, rules or regulations.

Your access to and use of this website is subject to these prohibitions and all other Terms and Conditions. You agree not to use this website for any purpose that is unlawful or prohibited by these Terms and Conditions. By using this website, you are fully accepting the terms, conditions and disclaimers contained in this notice. If you do not accept these Terms and Conditions, you must immediately stop using this website.

Governing law and other legal concerns

These Terms of Use shall be governed by, construed and enforced in accordance with the laws of the State of Texas, as they are applied to agreements entered into and to be performed entirely within such jurisdiction. THESE TERMS SHALL NOT BE GOVERNED BY THE UNITED NATIONS CONVENTION ON CONTRACTS FOR THE SALE OF INTERNATIONAL GOODS, THE UNIFORM COMMERCIAL CODE, NOR INCOTERMS.

Our failure to enforce any right or provision of these Terms will not be considered a waiver of that right or provision. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between you and us regarding our Website and supersede and replace any prior agreements we might have had with you regarding the Website.

Any controversy or claim arising out of or relating to these Terms including but not limited to the interpretation or breach thereof shall be resolved in a court of competent jurisdiction in Johnson County, Texas.

YOU AND INDEPENDENT FINANCIAL SERVICES TRUST AND ITS TRUSTEE OR SUCCESSOR TRUSTEE AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS OR REPRESENTATIVE ACTION.

To the extent you have in any manner violated or threatened to violate Independent Financial Services Trust and/or its independent representative or contractors’ intellectual property rights, Independent Financial Services Trust and/or its affiliates may seek injunctive or other appropriate relief in any state or federal court in the state of Texas, and you consent to exclusive jurisdiction and venue in such courts.

These Terms of Use will apply to every visitor, user or others who access this site belonging to Independent Financial Services Trust.  Independent Financial Services Trust reserves the right to issue revisions to these Terms of Use by publishing a revised version of this document on this site; that version will then apply to all use by you following the date of publication. Each access of information from Independent Financial Services Trust will be a separate, discrete transaction based on the then prevailing terms.

If any provision of these terms is void or unenforceable in whole or in part, the remaining provisions of these Terms of Use shall not be affected thereby.

Independent Financial Services Business Trust