Tattersall Advisory Group’s Terms of Use

The Tattersall Advisory Group Client Service website is provided as a service by Tattersall Advisory Group to clients (legacy and sub-advised), consultants, and internal partners.

Tattersall Advisory Group (TAG) and its employees place a high priority on protecting our clients’ personal and financial information. Your use of this website is subject to the following Terms of Use. Agreement to the Terms of Use is required for obtaining a login and for continued use of the site.

Clients:

1. Account specific information obtained from this site is available only to the users designated on that account as able to view information pertaining to that account, and internal Evergreen partners.
2. Use of the appropriate disclosures and credits is required on all information obtained from this site.

Consultants and Internal Partners:

1. Product information is considered public information and may be distributed or copied. Use of appropriate disclosures and credits is required.
2. Account Specific Information is considered private and is not to be distributed, unless otherwise noted.
3. Through this website, you may have access to third-party market data such as news reports, third-party analyst reports, research, index information, and other information relating to securities and/or market conditions. TAG may obtain this information from independent third parties. Even though the sources of the third party data provided on this website are believed to be reliable, TAG is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the third party information.

The third party information accessible through this website is for informational use only. You agree not to reproduce, modify, sell, distribute, broadcast, publish, or use for any commercial or unlawful purpose any third party or other information you access through this website.

All Users:

1. If you download any information from this site, you agree that you will not remove or obscure any copyright, legends or other notices contained in any such information.
2. Unauthorized attempts to upload information or change information on this site are strictly prohibited and may be punishable under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act.
3. The content of this website is protected by applicable intellectual property law. TAG reserves all rights with respect to intellectual property ownership of all material on this website, and will enforce such rights to the full extent permissible by law. Users of this website may not otherwise:
   • Modify, sell, republish, post, transmit, or distribute in any way material from this website without the express, written permission of TAG.
   • Modify or use the pages, text, images, or other content from this website for any purpose other than client service, marketing or sales; or
   • Take any action to create an impression of affiliation, sponsorship, or endorsement between TAG and any client or company, with the exception of Evergreen Investments.
4. For site security purposes and to ensure that this service remains available to individual users, all password and login information is confidential. In the event that this information is shared, TAG reserves the right to deactivate that login and deny future access to the site.
5. Tattersall Advisory Group reserves the right, in its sole discretion, to change, modify, add or delete portions of the Terms at any time. If you use this website after we post changes to the Terms, you accept the Terms as changed.

If you have any questions or comments about the information presented here, please forward them to info@tagfolio.com