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Motley Fool: Boss Mode Terms and Conditions of Service

Welcome to Motley Fool: Boss Mode (“the Service”). This page sets forth the special Terms and Conditions by which The Motley Fool provides you with access to Motley Fool: Boss Mode (the "Terms"). It supplements the Fool's Rules (our standard terms and conditions), which are incorporated by reference. By subscribing to, and using the Service you are agreeing to abide by these Terms as well as the Fool's Rules INCLUDING THE BINDING ARBITRATION AND CLASS ACTION WAIVER DETAILED IN SECTION 13 OF THE FOOL’S RULES.

1. Motley Fool: Boss Mode

Motley Fool: Boss Mode is a service bundle from The Motley Fool, LLC. Motley Fool: Boss Mode provides you with access to selected Premium Services from The Motley Fool as well as other tools, features, and offerings. Selected Premium Services included with Motley Fool: Boss Mode include Motley Fool: IPO Trailblazers, Motley Fool: Rising Stars 2020, Motley Fool: Moneymakers, Motley Fool: Partnership Portfolio, Motley Fool: Global Partners, Motley Fool: Cloud Disruptors 2020, Motley Fool: Rising Stars, Motley Fool: Next Home Run Stocks and the Portfolio.

From time to time, we may change the features, offerings and Premium Services included in your Motley Fool: Boss Mode membership but we will provide you with advance notice of any material changes.

All services and features provided by Motley Fool: Boss Mode are provided “AS IS.” The Fool assumes no responsibility for the timeliness or delivery of any content or the deletion or failure to store any personalized or customized settings.

The Motley Fool is not in the business of rendering personalized or individualized investment advice. We don't (and can't) know your financial situation, risk tolerances, or investing objectives. Accordingly, the information provided along with the decisions made and actions taken by the Service do not constitute a recommendation that a particular portfolio, framework, security, strategy or action taken is suitable for you, or any specific person for that matter.

The Motley Fool and the writers will not be liable for any investment decision you make, or action you take based upon reliance of any material you read here. The Motley Fool is a company of investors writing for investors and as such, the writers (and/or the company) may own stocks mentioned by the Service. For more information about writer disclosure, as well as a list of places where you can view stocks our writers and analysts own, see our disclosure policy.

An affiliate of The Motley Fool provides investment products that may hold securities mentioned in our publications. Editorial personnel have no nonpublic knowledge of the affiliate's holdings, and the affiliate's personnel have no knowledge of any editorial content before it is published.

2. Motley Fool: Boss Mode Membership Fee; Terminating Your Membership.

You are responsible for the applicable membership fee(s) and coverage fee(s) as set forth on this site. If you are currently a subscriber to Motley Fool: IPO Trailblazers and/or Motley Fool: Moneymakers and/or Motley Fool: Rising Stars 2020 and/or Motley Fool: Partnership Portfolio and/or Motley Fool: Global Partners and/or Motley Fool: Cloud Disruptors 2020 and/or Portfolio, you will receive a prorated credit for the remainder of your subscription to such Premium Services towards your purchase of Motley Fool: Boss Mode. No credit will be applied towards Motley Fool: Boss Mode for past purchases of Motley Fool: Rising Stars and/or Motley Fool: Next Home Run Stocks.

Please note that the Motley Fool Everlasting: Boss Mode fee includes access to Motley Fool: Everlasting Stocks, Motley Fool Everlasting: IPO Trailblazers, Motley Fool Everlasting: Moneymakers, Motley Fool Everlasting: Rising Stars, Motley Fool Everlasting: Rising Stars 2020, Motley Fool Everlasting: Rising Stars 2021 , Motley Fool Everlasting: Partnership Portfolio, Motley Fool Everlasting: Global Partners, Motley Fool Everlasting: Global Partners 2021, Motley Fool Everlasting: Cloud Disruptors 2020, Motley Fool Everlasting: The Ownership Portfolio, Motley Fool Everlasting: 10X, Motley Fool: Next Home Run Stocks and Motley Fool: Stock Advisor.

The Motley Fool reserves the right to increase Motley Fool: Boss Mode fees or institute new charges upon reasonable notice. Fees are due in advance. Unless otherwise explicitly noted at the time of ordering, your membership will automatically renew until you notify us of your decision to terminate your membership YOU ARE PROVIDING YOUR ELECTRONIC AUTHORIZATION FOR FUTURE CHARGES AGAINST YOUR CREDIT CARD ON FILE UNLESS YOU CANCEL. Accordingly, you agree that your Motley Fool: Boss Mode membership fee will be billed automatically at the beginning of each renewal period at the then-current rate to the credit card you used in your most recent transaction with us.

At our discretion, refunds may be offered in certain situations.

Yearly Subscriptions

You may cancel your Motley Fool: Boss Mode subscription at any time, however, there are NO REFUNDS.

From time to time, promotions may be offered. If you purchase during a promotion, then the terms of that offer will be honored. Please note that any such promotions are available only to new, first-time Motley Fool: Boss Mode members. If you previously subscribed to Motley Fool: Boss Mode, canceled and subsequently subscribe again, you will not receive promotional offers.

3. Credit Transfers

If your purchase included a 30-day satisfaction guarantee, you will have 30 days from the date of purchase to apply your full purchase price towards another portfolio-style service at The Motley Fool. Not all purchases or terms will include this guarantee.

If you are unsure whether or not your membership is eligible for a credit transfer please contact membersupport@fool.com.

All credit must be swapped at the list price of the product being transferred into, and it cannot be combined with any promotional offers or discounts. Members may utilize any available swap or refund once per service. If you take advantage of a money-back guarantee or a credit-transfer guarantee into a new subscription, you will no longer be eligible to perform further action with that credit.

If you take advantage of a credit transfer guarantee, please also note that you will lose access to any product(s) and benefits included in the original promotional offer, including additional services or reports that were included as a bonus for taking advantage of the offer.

When implementing a credit transfer, the term length of the service being transferred into cannot extend beyond three years.

If the list price of the service you would like to transfer into is more than the amount of credit you have, you will receive a partial term of the service - the usual automatic renewal notice will be emailed one month prior to the adjusted end-date.

If the amount of credit you have is higher than the list price of the service you would like to transfer into, the subscription will be extended for the appropriate time frame to match the rate.

The Motley Fool reserves the right to disallow transfer into certain services depending on insufficient credit, product openings, investment timelines, a member’s history of transfers or prior refunds, or for any other reason at The Motley Fool’s sole discretion.

4. Boss Mode Portfolio

The Service includes access to the Boss Mode Portfolio. The Service provides recommendations in a collection of publicly traded stocks, and The Motley Fool will purchase those stocks with the intent of holding for the long term. The Service intends to make scheduled re-investments in the portfolio. The Service may send occasional guidance, updates, or special reports about those or other stocks, and may include ongoing coverage or additional recommendations.

The Service may use a mix of investing strategies within the portfolio. Regardless of the action taken by the Service, it is in the capacity of a responsible investor and not a speculator. That doesn't mean our trades will always turn out to be winners. It means that we have done our best to do our homework and consider the inherent risks before pledging our money. We urge you to do the same.

We want to help you make money. We also want to provide you with a more enriching and useful experience along the way. So while we may ask you a few questions to help direct you to portfolios and other content we think may interest you, The Motley Fool is not in the business of rendering personalized or individualized investment advice. We don't (and can't) know your financial situation, risk tolerances, or investing objectives. Accordingly, the information provided along with the decisions made and actions taken by the Service do not constitute a recommendation that a particular portfolio, security, strategy or action taken is suitable for you, or any specific person for that matter.

The Service bases its recommendations and forecasts on techniques, information and sources believed to be reliable in the past and cannot guarantee future accuracy and results.

5. Boss Mode Toolkit

The Boss Mode Toolkit contains tools intended to help investors make decisions: These tools are not personalized investment advice and should not be considered, or used as such. Nor are we promising that if use these tools and buy more stock as a result, you are sure to make more money.

They are designed to help assist investors in making their own portfolio decisions, and rely on factors such as historical data, the expertise of investors at The Motley Fool, algorithmic calculations, and investor’s inputs to produce the resulting data. These tools may malfunction, the premise upon which they are built may be inaccurate, our team may be wrong about the results that are displayed for members, and past performance is not a guarantee of future results. The Motley Fool investment team’s picks may be wrong, and investing in them, like making any investment, could result in loss.

Simulator:

This simulation is not a prediction of future stock performance and is instead intended to demonstrate the importance of diversification and long term holding when investing. It is based on historical data using Motley Fool Stock Advisor performance from March 31, 2002 - June 19, 2020, using an average portfolio from an average month during that time period.

The Simulator's data includes 14,271 possible distinct positions based on recommendations and date of investment. For the purposes of this simulation, each holding is weighted equally and held for a fixed period of time. The summary statistics show what an average portfolio from an average month would have returned, given the member selected parameters of portfolio size and holding period. It is intended to be updated quarterly to include new picks and performance dates.

Indicators:

The Indicators are a collection of metrics based on historical market factors that can help investors with their investment decisions. These metrics are generally based on publicly available data, but in some cases they may include proprietary data generated by The Motley Fool. While metrics like these can help inform investors about certain relationships in the market, please remember that no one indicator, metric, or tool is enough to base any investment decision on, and you should do your own research. Also, while we strive to keep these Indicators as up to date and accurate as possible, we do not guarantee they are timely or accurate, or even that they may be useful.

Ranker:

The Ranker is a monthly analysis done by the investing team to rate their confidence in the stocks of the universe of picks. They are not numerically ranked, but rather, rated in terms of the team’s confidence in the pick’s potential success- high (gold), medium (silver), or low (bronze). This analysis may lag current market conditions and may not reflect the current thinking of the team.

6. Disclaimer of Warranties and Liabilities

By using the Service, you agree that The Motley Fool, its directors, its employees, and its agents will not be liable for any investment decision made or action taken by you and others based upon reliance on any information we publish. Please remember that past results are not necessarily indicative of future performance.

Under no circumstances will The Motley Fool, its employees, or its agents be liable for direct, indirect, incidental, or any other type of damages resulting from your use or downloading of any material on our sites, even if we have been advised of the possibility of such damages. This includes, but is no way limited to, loss or injury caused in whole or in part by our negligence or by things beyond our control in creating or delivering the Service or any of our services. This disclaimer of liability does not apply in New Jersey.

Although this is included in the Fool's Rules, it bears repeating (and capitalizing):

ALL INFORMATION PROVIDED OR MADE AVAILABLE THROUGH THE SERVICE ARE PROVIDED "AS IS." THE MOTLEY FOOL HEREBY DISCLAIMS ALL REPRESENTATIONS, WARRANTIES AND CONDITIONS, EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION, WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. WITH RESPECT TO OUR WEBSITES, OUR SERVICES, ANY CONTENT, TOOLS, OR PRODUCTS, YOU EXPRESSLY AGREE THAT YOU WILL ASSUME THE ENTIRE RISK AS TO THE QUALITY AND THE PERFORMANCE OF OUR SERVICES AND THE ACCURACY AND COMPLETENESS OF ITS CONTENT.

Some States do not allow exclusion of implied warranties or limitation of liability for incidental or consequential damages, so the above limitations or exclusions may not apply to you. In such states, our liability and that of our third party content providers will be limited to the greatest extent permitted by law. This disclaimer of warranties does not apply in New Jersey.

7. You Bear Responsibility for Your Financial and Investment Decisions.

While our purpose is to help you become a better investor, your investment decisions rest squarely with you. You agree that you bear sole and complete responsibility for your investment and financial decisions.

By purchasing Motley Fool: Boss Mode, you agree that The Motley Fool, its directors, its employees, and its agents will not be liable for any investment decision made or action taken by you and others based upon reliance on any information we publish. Please remember that past results are not necessarily indicative of future performance.

8. Trading Rules

The Motley Fool strives to operate with the highest level of integrity and to treat everyone -- our customers, employees and community -- fairly. For this reason, all of our Premium Services abide by trading rules.

An affiliate of The Motley Fool provides investment products that may hold securities mentioned in our publications. Editorial personnel have no nonpublic knowledge of the affiliate's holdings, and the affiliate's personnel have no knowledge of any editorial content before it is published.

9. The Service Is Intended for U.S. Residents Only

The Service is aimed at, and published for, individuals residing in the United States. The Motley Fool makes no representation that the materials provided, and actions taken by the Service are appropriate for users outside the United States or permitted under the laws of other jurisdictions.

If you choose to access or use the Service from a location other than the United States, you do so at your own initiative and risk, and you bear full responsibility for compliance with any applicable local laws.

10. For members joining Boss Mode from Premier Pass

Former lifetime Premier Pass members who have been transferred to Boss Mode will receive one (1) complimentary month of service in Boss Mode. At the expiration of that month, those former Premier Pass members are eligible to renew their Boss Mode subscription at a one-time special rate of $99 per month for the next twelve (12) months. If you have been transferred to Boss Mode as a former Premier Pass member and do not actively accept the special offer, your Boss Mode subscription will expire at the end of your complimentary month of service. If you choose to resubscribe outside of the special offer period, or after the expiration of the 12-month special offer term, Boss Mode will renew at the then current rate annual rate.

Former Premier Pass members who did not have lifetime Premier Pass access and that have been transferred to Boss Mode will receive access to Boss Mode for the remaining value of their Premier Pass subscription. At the end of that period, you will receive a special one-time offer to renew your Boss Mode subscription at a rate of $3,999 for an additional year of access. If you resubscribe outside of that special offer period, your subscription will renew at the then current annual rate.

FormerPremier Pass Members who don’t want Boss Mode are not eligible for refunds or transfers..

All other Terms and Conditions apply.

11. Everything Else

Please read the Fool's Rules for more details on our rules and policies including our dispute resolution procedures. If you see something that you think is a violation of the Fool's Rules or these Terms, please notify us at FoolAlert@Fool.com.

The Motley Fool reserves the right to change the Fool's Rules or these Terms at any time. Changes will be posted on the applicable Web page.

Last updated June 17th, 2021