Site & Legal Documents
E-Sign and Electronic Delivery Consent
Partners Finance provides most of its Services electronically. You consent to the use of electronic signatures and delivery of records in electronic format during our relationship with you as set forth in our E-Sign and Electronic Delivery Consent.
Privacy Policy
Partners Finance respects your privacy and is committed to protecting it. Please review our Privacy Policy.
Partners Finance Form CRS
We are required to obtain information requested in this Agreement to comply with federal laws and regulations. The information referenced in this Agreement also helps us more fully understand your investment profile, objectives, and experience and identify if an investment may be suitable for you.
Regulatory Disclosures
In accordance with applicable regulations, Partners Finance provides certain public Regulatory Disclosures for your information.
Terms of Use
These terms govern your use of the Partners Finance website and our services.
Investment Risks Disclosures
Please carefully review our Investment Risks Disclosure for an overview of important risks you should consider. You acknowledge and agree that your access to and use of the Website and Services is subject to risks, including but not limited to the risks described in the risk disclosure and elsewhere on the Website and documents related to specific investments The occurrence of any of these or other risks could result in losses and damages to you.
Reg BI Disclosure
Regulation Best Interest (“Reg BI”) establishes a “best interest” standard of conduct applicable to broker dealers and their associated persons when making recommendations to their retail customers. Read more about Partners Finance’s best interest obligation under Reg BI and its four component obligations.
Business Continuity Summary Disclosure Statement
FINRA requires firms to create and maintain written business continuity plans (“BCP”s) relating to an emergency or significant business disruption. A firm's BCP must be appropriate to the scale and scope of its business.
