COPYRIGHT ©2024 LAUREN A.JEFFERY & ASSOCIATES, LTD. ALL RIGHTS RESERVED.

Lauren A. Jeffery & Associates Ltd. (the “Company”) has created certain videos and other tools that are designed to help financial advisors (“Advisors”) gain general knowledge about their clients (“Clients”). All information, materials, questionnaires, reports and other documentation included as part of the Company’s videos and other tools are referred to collectively as the “Content”.

All Content is intended for informational purposes only. The Content is not intended to provide advice of any kind and should not be relied upon as such by any Advisor, Client or any other person that views or makes use of the Content (each, a “User”).

The Company makes no representations or warranties of any kind, express or implied, including, without limitation, any representations or warranties concerning the accuracy, completeness, or applicability of the Content to any situation, and specifically disclaims all representations and warranties, including, without limitation, any implied warranties or conditions of merchantability and fitness for a particular purpose and those arising by statute or otherwise in law or from a course of dealing or usage of trade. The Company does not guarantee any specific outcomes or results from using the Content and does not provide any assurances that the Content covers all applicable legal and regulatory matters, or individual circumstances.

The Content is copyrighted, and the property of the Company or third parties. All rights are reserved. The reproduction, resale, distribution, creation of derivative works, of any Content, or any other unauthorized use of the Content is strictly prohibited.

Any information submitted by a Client through the Company’s questionnaires will be made available to the Company as well as the intended Advisor. The Client agrees that the Company will collect and use such information in accordance with the privacy policies the Company as same may be amended from time to time, the most current copy of which may be obtained from our website at https://point-shift.ca/.