CLIENT AGREEMENT FOR INTERNET SERVICES

Review this Agreement in its entirety. By logging into this site, you agree to the terms of this Agreement. If you do not agree with the terms of this Agreement, don’t understand the Agreement or have questions about the Agreement, do not log in or use this site; contact Leading Retirement Solutions, LLC at (206) 430-5084 or service@leadingretirement.com, during regular business hours. This Agreement is entered into, by and between you and Leading Retirement Solutions, LLC ("LRS").

This Agreement details the binding conditions of your use of any services available through this website, hereinafter referred to as our "Internet Services".

  1.  In offering these Internet Services, LRS is making available to you inter-active computer services which allow you to upload files, documents and other information, request transactions, enter orders to buy and sell certain securities, to make certain transfers relating to your retirement account, and to obtain quotations and other information relating to your retirement account. Any transaction requests, including securities orders, submitted to LRS through these Internet Services are subject to the terms and conditions of your employer’s retirement plan as well as the terms of this Agreement.

    Either LRS or your employer may terminate this online service or your access to it at any time.

    LRS will not accept transaction requests, including securities orders, unless such request(s) is made through this Internet Service.
  2. You hereby authorize LRS to act upon an online order affecting assets held in your account, if we receive the order under your name and your security data. You agree that LRS will not be liable for any claim, loss, cost or expense for acting upon such orders when such orders are reasonably believed by LRS to be genuine, even if such orders are in fact not given by you. You are responsible for keeping your account number, PIN number, password or other security information confidential. Do not permit any other person to have access to your account. You must notify us immediately if you become aware of any loss, theft or unauthorized use of your account number, PIN number, password, or other security information. Call us at (206) 430-5084 immediately, in the event your security information is compromised.
  3. You agree to immediately notify LRS by calling a Plan Administrator at (206) 430-5084, Monday through Friday, between the hours of 8am and 6pm Central Time, if:
    1. You place an order through this website and you have not received an accurate written confirmation of the order within five (5) business days; or
    2. You receive confirmation of an order which you did not place, or any other erroneous report; or
    3. You discover any other discrepancy in your account balance or security positions.
    You are responsible for monitoring your account. You agree that, if you fail to notify LRS promptly when any of the above conditions occurs, LRS will have no liability for any claim, loss, cost or expense related to the handling of the transaction, other than for the loss you suffered during the time period in which you should have acted.
  4. LRS does not provide investment, tax or legal advice. We do not endorse any investment product or service or any retirement plan. You agree that LRS is not responsible for the accuracy or completeness of any information about your account, investments, financial markets, retirement or benefit plans, or other information received by LRS or by you from outside sources using these Internet Services. You act on such information at your sole risk and responsibility. For complete information on any mutual fund or other investment, request a prospectus from your Employer and review the prospectus carefully before you invest.
  5. LRS will take reasonable security precautions in storing and transmitting private data or communications, but you agree that LRS will not be liable for any claim, loss, cost or expense resulting from interception of or other unauthorized access to any such data or communications. LRS is not responsible for the availability or speed of Internet or other network or communications services.

    You agree not to use such Internet Service for any purpose unrelated to this Agreement and not mutually agreed to by both parties.
  6. If any provision of this Agreement is ruled invalid or unenforceable, you agree that the remaining provisions will continue in full force and effect. The parties also acknowledge and agree that the failure at any time to enforce any of the provisions of this Agreement or to require strict performance of the provisions hereof shall not be construed as a waiver of such provision or to effect the validity of this Agreement or any part thereof, or the right of each party thereafter to enforce each and every provision in strict accordance with the terms of this Agreement. Should Company elect to waive, in writing, a breach of any provision of this Agreement by the Employee, such waiver will not operate or be construed as a waiver of further breach by the Employee.
  7. LRS MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, IN RESPECT OF LRS’S INTERNET SERVICES OR ANY INFORMATION, PRODUCTS OR SERVICES OBTAINED THROUGH ANY LRS ELECTRONIC SERVICES. IN NO EVENT WILL LRS BE LIABLE FOR ANY DAMAGES OR LOSSES OF ANY KIND RESULTING DIRECTLY OR INDIRECTLY FROM ANY USE OF OR DEFECT IN THESE INTERNET SERVICES OR ANY OTHER LRS ELECTRONIC SERVICE, UNLESS EXPRESSLY STATED IN THIS AGREEMENT.

Entire Agreement. This Agreement constitutes the entire Agreement of the parties with respect to the Internet Services. You specifically acknowledge that no written or oral representations inconsistent with or additional to the terms and conditions of this Agreement have been made.

Arbitration. Any controversy, claim, or breach arising out of or relating to this Agreement or the breach thereof, shall be settled by arbitration in Seattle, WA in accordance with the rules of the American Arbitration Association and the judgment upon the award rendered shall be entered by consent in any court having jurisdiction thereof. Reasonable attorney’s fees and costs, both taxable and nontaxable, shall be awarded to the prevailing party in any action taken to enforce this Agreement. A prevailing party is entitled to attorney’s fees and costs regardless of whether the action is concluded by negotiated settlement, alternative dispute resolution, trial and/or appeal.

Choice of Law. This Agreement is governed by the laws of the State of Washington as if this Agreement were entered into and performed completely in that State and any action or proceeding brought hereunder may only be brought in the courts of the State of Washington, located in the City of Seattle or the federal courts of the United States of America located in such State and City.

Contacting Us

If there are any questions regarding this Agreement you may contact us using the information below.

Leading Retirement Solutions, LLC
2226 Eastlake Avenue East, #88
Seattle, Washington 98102 USA
service@leadingretirement.com
www.leadingretirement.com
Telephone: (206) 430-5084