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SUBSCRIPTION AGREEMENT

The undersigned (“Client”), being duly authorized, has established a Relationship (the “Relationship”), and hereby agrees to engage Alphanso Inc. (“ALP”) on the following terms and conditions.


I. Appointment of ALP

Client hereby appoints ALP as a non-discretionary investment adviser for this Relationship.


II. Services by ALP

By execution of this Agreement, ALP hereby accepts the appointment as investment adviser for the Relationship and agrees from and after the effective date, set forth in the signature page hereto, to provide the subscription services for Client set forth in Exhibit I, hereto.

It is understood and agreed that ALP, in the maintenance of records for its own purposes, or in making such records or the information contained therein available to Client or any other person at the direction of Client, does not assume responsibility for the accuracy of information furnished by Client or any other person, firm or corporation.


III. Fees

The compensation of ALP for its services rendered hereunder shall be calculated in accordance with the Schedule of Fees attached hereto as Exhibit I.


IV. Representations by Client

The execution and delivery of this Agreement by Client shall constitute the representations by Client that the terms hereof do not violate any obligation by which Client is bound, whether arising by contract, operation of law or otherwise. ALP will not be responsible for any liability or expense resulting from a breach of Client’s representations.


V. Representations by ALP

By execution of this Agreement, ALP represents and confirms that it is registered as an investment adviser pursuant to applicable laws and regulations.


VI. Amendment; Termination

This Agreement contains the entire agreement between the parties and may not be modified or amended except in writing as executed by both parties.

A client may terminate the Agreement within five (1) business days of signing, without penalty, and with a full refund of the advisor’s fees. This Agreement shall continue in effect until termination by either party by giving the other written notice.


VII. Notices

All notices and other communications contemplated by this Agreement shall be deemed duly given if transmitted to ALP at the address set forth on the cover page of this Agreement to the attention of its Chief Compliance Officer, and to Client at the address appearing below, or at such other address or addresses as shall be specified, in each case, in a written notice similarly given.


VIII. Governing Law

The validity of this Agreement and the rights and liabilities of the parties hereunder shall be determined in accordance with the laws of the state in which Client resides, except to the extent preempted by ERISA or other federal or state laws or regulations.


IX. Exhibits

The following Exhibits are attached, and are part of this Agreement:

  • Exhibit I - Schedule of Fees

X. Receipt

Client acknowledges receipt of Parts 2A and 2B of Form ADV and ALP’s Privacy Policy Statement.


XI. Consent to Electronic Delivery

Client hereby consents to receive via e-mail or other electronic delivery method for various communications, documents, and notifications from ALP. These items may include but are not limited to: all statements or reports produced by ALP; trade confirmations; billing invoices; all Form ADV brochures; privacy policy statements; and any other notices or documentation that ALP chooses to provide on an ongoing or occasional basis. Client agrees to immediately notify ALP of any changes to Client’s e-mail address shown below or other electronic delivery address.


XII. Assignment

No assignment of this Agreement may be made by any party to this Agreement without the prior written consent of the other party hereto. Subject to the foregoing, this Agreement shall inure to the benefit and be binding upon the parties hereto, and each of their respective successors and permitted assigns.


XIII. Confidential Relationship

All information and advice furnished by either party to the other shall be treated as confidential and shall not be disclosed to third parties except as required by law and as described in ALP’s Privacy Policy Statement.


XIV. Market Conditions

The client acknowledges that ALP’s past performance and advice cannot guarantee future results. AS WITH ALL MARKET INVESTMENTS, CLIENT INVESTMENTS CAN APPRECIATE OR DEPRECIATE. ALP does not guarantee or warranty that the services offered will result in profit.

ALP will not ask for, nor accept voting authority for client securities. Clients will receive proxies directly from the issuer of the security or the custodian. Clients should direct all proxy questions to the issuer of the security.


Exhibit I - Fee Schedule

ALP’s Services

This Agreement does not provide ALP the authority to place trades. ALP will not be compensated on the basis of a share of capital gains upon or capital appreciation of the funds or any portion of the funds of the Account.

ALP provides a subscription newsletter. ALP also provides a daily subscription securities rating or pricing service and a daily subscription market timing service. These subscription services will offer recommendations on purchasing and selling specific securities, sectors, asset classes, or other specific groupings of securities at a stated time.

ALP offers pricing based on the services offered. You can enroll in a free plan or a paid plan on a monthly or yearly basis.

Some Services may provide a free trial or introductory offer. If such an offer is provided, only one per person or household is allowed at any given point in time. In addition, there is a limit of one trial per person and household in any given one-year period unless otherwise stated in the offer.

Upon signing up for a free trial, you will have access to the Service for the promotional trial period. If you cancel prior to the end of the promotional offer period, your card will not be charged. If you don’t cancel your subscription within the trial offer period, we will charge the primary card you provided during the sign-up process. You may contact Member Support at support@alphanso.ai to terminate your trial enrollment.

Your membership will automatically renew at the then-current rate until you notify us of your decision to terminate your membership. Subscriptions will renew for one-month terms or the yearly-terms, based on which subscription was initiated. If you would like to turn off automatic renewal or extend your subscription for additional years, please contact Member Support. BY ALLOWING FOR YOUR RENEWAL, YOU PROVIDE YOUR ELECTRONIC AUTHORIZATION FOR FUTURE CHARGES AGAINST YOUR CARD ON FILE OR APPLE OR GOOGLE PAY. Accordingly, you agree that your membership fee or subscription will be billed automatically at the beginning of each renewal period at the then-current rate (plus sales tax, if applicable) to the credit card you used in your most recent transaction with us. Alphanso reserves the right to increase a Service’s fees or institute new charges upon reasonable notice.

Below are the subscription details:

  • Free
  • Basic Monthly @ $39.99 and Basic Yearly @ $334.99
  • Pro Monthly @ $49.99 and Pro Yearly @ $399.99

The advisory subscription fees will be invoiced and billed directly to the client, payable by bank transfer, on a monthly or yearly basis. Fees are paid in advance.


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