When you do business with Charles Ross Associates you may need to provide us information about yourself or your financial status. Our company will keep your personal information in complete confidentiality to safeguard your privacy. We need your information about the following:
- How we can specifically identify you
- How to determine what services to address your needs
- What ongoing service we can provide
- How we can safeguard you as well as our firm from mistakes and scams
Whatever information you provide us, including your business specifics, will be kept in complete confidentiality. The only people who have access to your information will be duly authorized staff members of our firm. We do not trade or give out your information to other individuals or companies without your approval, except when the law requires it or we deem it, in good faith, beneficial to your interests. Our procedures and systems are designed to protect your information from error, loss and unauthorized access.
Charles Ross Associates’ website also uses “cookies” to collect information. A cookie is a small data file that most prime websites keep in your hard-drive for them to store a record of your visits to their website. Cookies also let us collect statistics on activities in the website and to improve your visitor experience, for instance, by remembering your passwords and viewing options.
Our firm uses these cookies to determine the level of activity on our website and to conduct updates and improvements. Most browsers, at the start, accept cookies as a rule. However, you can opt to let your browser deny cookies or to let you know when it transmits cookies. Some portions of the website, in some cases, may not function as they ought to. You may decide to allow or deny these cookies as you please. Be that as it may, we request for your direct or implied permission before obtaining or using information about you, or giving out such data to others. (Unless, of course, when the law demands it, or it is necessary for your protection.) You may withdraw this permission or consent any time you wish, unless legal limitations prevent you from doing so. You may also choose to accept direct marketing. We may notify you about The Charles Ross Associates services and products through the phone, direct mail, or other media. If you should choose not to receive such information, please go through the following steps.
Links to Other Sites
Kindly go over this warning and disclaimer before going farther; it contains legal and regulatory limitations related to the investment assistance we offer.
The information published here is provided for informational purposes and should never be considered as an offer, or solicitation of an offer, to purchase or sell any investments or pertinent services that may be referenced at www.charlesrossassociates.com.
This website is designed solely for professional customers and qualified counterparties. It is not meant to be distributed to, or used by, any individual in any jurisdiction, where such activity or use is illegal or harmful.
No Tax or Legal Advice
No part in this website constitutes investment, legal, tax or other advice; nothing then should be relied upon in making any financial decision.
Past performance does not establish future performance. Stock markets and currency trends may affect the value of investments and returns from such investments, whether to fall or to grow and investors may not recover their initial investment.
When investments are conducted based on unquoted securities or smaller firms, their prospective volatility may adversely affect the potential return from the investment.
Due to money laundering stipulations and the goal to eliminate scams, further documentation for the purpose of identification may be needed when you invest. This is completely divulged in the pertinent account documentation.
Just as in every financial or investment concern, exercise in safety and protection should be taken in using the available information on this website or any other, or from other links available from this website. You should investigate the information provided, advices and methods mentioned in this website prior to making any financial investment moves. If in doubt, assess the significance of any information given and kindly seek the assistance of your financial counselor or other professional advisor.
Risk Avoidance & Fraud Prevention
Charles Ross Associates has comprehensive safeguards to prevent client exposure to outside illegal, dishonest or criminal elements. Fraud prevention and research groups evaluate every opportunity to pinpoint irregularities, scams, or whatever suspicious qualities of these investments. The firm utilizes all possible legal means to reduce risk, but cannot be accountable for broad market patterns or changes in the investment world.
No Warranty & Limitation on Liability
In spite of all the possible means of protection it can manage to perform in the preparation of all pertinent documentation, Charles Ross Associates still cannot guarantee the correctness or completeness of such information, whether extrinsically or not. Neither Charles Ross Associates, nor any of its officers, directors, or employees, nor any third-party vendor, will be held accountable or have any responsibility of any form for any damage or loss that you may incur in case of failure or interruption of this website, or arising from the commitment or omission of any other party who has provided information from this site to you, or for any other reason pertaining to your access to, inability to access, or utilization of the site or the information therein, whether or not the reasons causing such damage or loss may have been under the direct auspices of Charles Ross Associates, or of any third-party offering software or services support.
All the information and contents on this website are, within the pertinent stipulations and regulations, provided “as is”, without warranty of any form, explicit or implicit, including but not limited to implicit warranties of merchantability, suitability to a particular intention or non-infringement. We provide no guarantee as to the operation, efficiency or usability of this website, particularly in the sense that the website will be free from errors or that such errors or defects will be amended.