Additional Legal Information

Terms of Use

Users have permission to use the Pefin.com website for personal use only after agreeing to the Terms of Use, and Non-Disclosure Agreement. Any violation of these Terms of Use and NDAs could result in legal action against the violating party from Pefin, Inc. and/or its affiliates and subsidiaries.

Patent Information

Features and services on Pefin.com may be the subject matter of pending and issued patents assigned to Pefin Inc. and/or its subsidiaries and affiliates. Any violation of an issued patent will result in legal action against the violating party.

Trademark Information

Pefin, Pefin.com, the Pefin Logo among others, are registered trademarks and/or registered service marks of Pefin Inc., or one of its subsidiaries, in the United States and other countries.

Copyright Information

Pefin's products, services, Web content and related materials (collectively, "Offerings") are owned by Pefin and/or its licensors, and all rights in such Offerings are reserved by Pefin and/or its licensors.

Regulatory Information

This site is hosted on behalf of Pefin, Inc., and Pefin Advisors, LLC, a Delaware subsidiary of Pefin, Inc. Pefin,Inc. provides non-investment related financial planning advice. Any investment advice directly or indirectly provided on the website is provided by Pefin Advisors, LLC, an SEC Registered Investment advisor as per Rule 203A-2(e) of the Investment Advisors Act of 1940. You may retrieve the Form ADV2 here.

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