Electronic Disclosures Agreement and Consent | USA

Prepare an Electronic Brokerage Use and Trading Agreement for a brokerage services website with this easy-to-use template.

• The Agreement contains provisions for individual users and for broker-dealers, investment managers and advisers.
• The brokerage has no obligation to accept, or to execute or cancel, all or part of any transaction executed through its trading services.
• The client is responsible for providing all terms and conditions relevant to orders placed, and for designating short sales as such.
• All transactions placed through the online brokerage must comply with applicable laws, rules and regulations.
• The brokerage makes no warranty with respect to any data or information provided in connection with the trading services.
• The brokerage's liability with respect to any transaction is limited to the amount of profit received on the specific transaction.
• The client indemnifies and holds the brokerage and its related parties harmless against losses, claims or damages arising out of the client's use of the website and the trading services.
• Available in MS Word format, which can be converted to html for posting on your website.

Create ordering and shipping policies and product disclaimers for your website with these template Online Merchant Website Policies and Disclaimers.

• Policies covering online ordering.
• Methods of payment available to customers.
• Procedures for any applicable manufacturer's warranties.
• Method and timing for shipments of merchandise.
• Disclaimers for e-malls and catalog sites that sell products from various suppliers.

These Merchant Website Policies and Disclaimers are provided in MS Word format and are fully editable.

Create a set of online purchase terms and conditions for your e-commerce website with this customizable template.

• The template includes:
  • payment terms,
  • warranties and warranty disclaimers,
  • transfer of title to the goods being purchased,
  • the merchant's return and exchange policies,
  • service and support policy,
  • limitation of the merchant's liability,
  • general boilerplate clauses.
• The file is provided in MS Word format, which can be easily converted to html for posting on your website.

Set out the policies governing all site visitors to your website with this Website Policy Statement.

• The policy statement covers a variety of standard issues, including:
  • guidelines for posting in public areas such as chat rooms, discussion groups and forums;
  • procedure for making a complaint;
  • emails and posts in public areas are not privileged or confidential;
  • account charges;
  • restrictions on use of licensed materials;
  • restrictions on downloads and communications;
  • unsolicited email and spamming.
• This form is available in MS Word format, which can be converted to html.

If you have a website, you must post a Website Privacy Policy to clearly set out how your site will use and protect any personal information gathered from your site visitors.

• The Policy explains how personal information is gathered and what the site operator does with the information.
• The template contains a special section that addresses specific information for users residing in the European Economic Area (EEA), the United Kingdom and Brazil, to comply with various legal requirements applicable to those zones.
• The policy outlines how they protect children who visit the site. Users must be at least 13 years of age (16 in the EEA) to set up an account or access the website services.
• A description of how the website uses cookies, web beacons and similar technologies to store and manage information.
• Details of when and how access to information is given to third parties and for what purposes.
• The website operator is responsible to provide information to legal or government authorities as required by law.
• A description of what types of security measures are used to protect the information stored on the website.
• This is a downloadable template in MS Word format.