Terms of Service

Last updated: February 2026

Agreement to Terms

By accessing or using the services of Perennial Resources, you agree to be bound by these Terms of Service. If you disagree with any part of these terms, you may not access our services.

Services Description

Perennial Resources provides wealth management, investment advisory, and related financial services to qualified clients. Our services are subject to applicable laws and regulations governing financial services.

Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information
  • Maintain the confidentiality of your account credentials
  • Notify us immediately of any unauthorized use of your account
  • Comply with all applicable laws and regulations
  • Review and understand all investment documents and disclosures

Investment Risks

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. You acknowledge that you understand the risks associated with investment activities and that Perennial Resources does not guarantee any specific investment outcome.

Fees and Compensation

Our fee structure will be clearly disclosed in your client agreement. Fees may include management fees, performance fees, and other charges as applicable. All fees are subject to change with advance notice.

Confidentiality

We maintain strict confidentiality regarding client information in accordance with applicable privacy laws and professional standards. Client information will not be disclosed to third parties except as required by law or with your explicit consent.

Limitation of Liability

To the fullest extent permitted by law, Perennial Resources shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services.

Termination

Either party may terminate the client relationship upon written notice. Upon termination, you remain responsible for any outstanding fees and obligations incurred prior to termination.

Governing Law

These Terms of Service shall be governed by and construed in accordance with applicable laws. Any disputes arising from these terms shall be resolved through binding arbitration.

Contact Information

For questions regarding these Terms of Service, please contact us at: