Education Case Study & NON-DISCLOSURE AGREEMENT
This Education Case Study and Non-Disclosure Agreement (this "Agreement") is made effective as of (the "Effective Date"), by and between AlgoTech LLC (the "Owner" / “Mentor”), of 8200 Greensboro Drive STE 900, McLean, Virginia 22102, and (the "Recipient" / “Signatory”), of
The Recipient hereby acknowledges that the Owner/Mentor is not a licensed financial advisor. Therefore, any information said Mentor transfers to the Recipient is to be strictly considered for educational purposes only.
The Owner will not solicit that the Recipient open a live brokerage account with real funds and engage in live trading activities, nor will the Owner solicit that Recipient pay any fees for participating in this agreement. It is considered free of charge and for education only.
The manner in which Recipient decides to utilize any information and education received rests completely at Recipient’s sole discretion given confidentiality terms of this agreement are not breeched.
Recipient agrees to participate in this Marketing Case Study and allow Owner to use the results and synopsis of the case study for purposes of marketing its products to the general public.
Owner agrees to fully protect the privacy of the Recipient and will not disclose the contents of this agreement unless required by U.S. Federal and Virginia State Law.
Recipient agrees that Owner may disclose Recipient’s first name, last initial and town/state of residence within marketing materials. No other personally identifiable information of the Recipient shall be published by the Owner in marketing efforts whatsoever.
The Owner will be disclosing Confidential Information to the Recipient for the following purpose: Education Purposes & Marketing Case Study.
Meeting Location & Schedule
A representative of Algotech LLC will meet with the Recipient 3 – 4 days per week typically between the hours of 9pm – 11 pm at 13989 Noblewood Plaza, Woodbridge, Virginia. Other mutually available times and meeting location may be arranged. Telephone and Web based meetings are also an option if Recipient is not local to the Owner. During these meetings, Owner’s representative will direct Recipient to educational materials and answer questions pertaining to stock market analysis, options trading and Owner’s analytical products. The objective is for the Owner to help Recipient grow into an educated trader and successfully grow a demo paper trading portfolio (fake money not real money) leveraging owner’s analytical products without any obligation to purchase said products or open real money funded brokerage accounts.
Depending on the level of growth and skill achieved / demonstrated by the Recipient, Owner at its sole discretion may extend performance-based marketing partnership opportunities to the Recipient, for which the Recipient may be compensated. It is understood that the Owner is not obligated to extend such opportunities according to this agreement.
Either party may mutually agree to discontinue mentoring and education at any time without obligation.
The Owner has requested and the Recipient agrees that the Recipient will protect the confidential material and information which may be disclosed between the Owner and the Recipient. Therefore, the parties agree as follows:
I. CONFIDENTIAL INFORMATION. The term "Confidential Information" means any information or material which is proprietary to the Owner, whether or not owned or developed by the Owner, which is not generally known other than by the Owner, and which the Recipient may obtain through any direct or indirect contact with the Owner. Regardless of whether specifically identified as confidential or proprietary, Confidential Information shall include any information provided by the Owner concerning the business, technology and information of the Owner and any third party with which the Owner deals, including, without limitation, business records and plans, trade secrets, technical data, product ideas, contracts, financial information, pricing structure, discounts, computer programs and listings, source code and/or object code, copyrights and intellectual property, inventions, sales leads, strategic alliances, partners, and customer and client lists. The nature of the information and the manner of disclosure are such that a reasonable person would understand it to be confidential.
"Confidential Information" does not include:
matters of public knowledge that result from disclosure by the Owner;
information rightfully received by the Recipient from a third party without a duty of confidentiality;
information independently developed by the Recipient;
information disclosed by operation of law;
information disclosed by the Recipient with the prior written consent of the Owner;
and any other information that both parties agree in writing is not confidential.
II. PROTECTION OF CONFIDENTIAL INFORMATION. The Recipient understands and acknowledges that the Confidential Information has been developed or obtained by the Owner by the investment of significant time, effort and expense, and that the Confidential Information is a valuable, special and unique asset of the Owner which provides the Owner with a significant competitive advantage, and needs to be protected from improper disclosure. In consideration for the receipt by the Recipient of the Confidential Information, the Recipient agrees as follows:
III. RELATIONSHIP OF PARTIES. Neither party has an obligation under this Agreement to purchase any service or item from the other party, or commercially offer any products using or incorporating the Confidential Information. This Agreement does not create any agency, partnership, or joint venture.
INVESTMENT & GENERAL DISCLAIMERS
Summary: These are standard legal disclaimers we must establish for compliance with US Laws and Regulations.
AlgoTech's products and services are limited. Specifically, AlgoTech, its Directors, Officers, Employees or Agents are not licensed Financial Advisors and do not provide analysis of your investment objectives, financial situation and particular needs that a professional investment adviser or financial planner typically provides.
You accept and assume all responsibility for any action You may take when using any information, product or service provided by AlgoTech, its Directors, Officers, Employees, Affiliated Partners or Agents, and this means also that You accept sole responsibility for ensuring the suitability of any and all investments that You may make when using any information, product or service provided by AlgoTech.
AlgoTech does not guarantee the accuracy or completeness of any information supplied and shall not be liable to You or any customer or third party for the accuracy of the information or any alerts or signals supplied through this Software Product to a customer, nor for any delays, inaccuracies, errors, interruptions or omissions in the furnishing thereof, for any direct or consequential damages arising from or occasioned by such delays, inaccuracies, errors, interruptions or omissions, or for any discontinuance of the service.
Futures, securities, currencies/foreign exchange and/or derivative products trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing ones financial security or life style. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.
You Accept, Understand and Acknowledge that there is a high degree of risk involved in trading securities, futures, currencies/foreign exchange and/or derivative products. Trading securities, currencies/foreign exchange and/or investment in derivatives can be very speculative, involves considerable risk, may result in losses and is not suitable for every investor. AlgoTech does not consider the objectives, financial situation or needs of individual users. Hence, You should carefully consider whether trading in securities, currencies/foreign exchange and derivative products is appropriate for You in the light of your financial circumstances. You should be aware that dealing in products that are highly leveraged carry significantly greater risk than non-geared investments such as share trading. As such, You could both gain and lose large amounts of money. You may sustain losses in excess of the moneys You initially deposit and also in excess of the margin required to establish and maintain any positions in leveraged products.
No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed in any form of media (including but not limited to web sites, email, print or banner advertising, social media sites and/or AlgoTech affiliates) by AlgoTech.
The past performance of any trading system or methodology is not indicative of future results.
HYPOTHETICAL PERFORMANCE DISCLAIMER:
HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN; IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK OF ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL WHICH CAN ADVERSELY AFFECT TRADING RESULTS.
LEGAL GUARDIAN (if Recipient is legally considered a minor):
If Recipient is a legal minor, the Parent/Legal Guardian agrees to be bound by the terms of this agreement on the Recipient’s behalf.
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Document Name: Education Case Study & NON-DISCLOSURE AGREEMENT
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