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November 13, 2024

The following terms of use (the "Terms of Use") apply to this website and all of the applications which you are permitted to access via this website.

PLEASE READ THESE TERMS AND CONDITIONS OF USE CAREFULLY BEFORE USING THIS WEBSITE, INCLUDING THE APPLICATIONS WHICH YOU CAN ACCESS VIA THIS WEBSITE (collectively this website and the underlying applications which you can access via this website shall be referred to as “Website”). By using this Website, you signify your assent to these terms of use. If you do not agree to these terms of use, please do not use the Website. SEI Investments Company together with its wholly-owned direct and indirect subsidiaries (SEI) reserves the right, at our discretion, to change, modify, add or remove portions of these terms at any time. Such changes and modifications shall be effective upon posting to the Website. Please check these terms periodically for changes.

No warranty

YOU EXPRESSLY UNDERSTAND AND AGREE THAT:

SEI CREATED THIS WEBSITE FOR THE CONVENIENCE OF OUR INTERNET VISITORS. YOUR USE OF THIS WEBSITE AND THE INFORMATION (INCLUDING TEXT, GRAPHICS, AND FUNCTIONALITY) IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE FULL EXTENT PERMITTED UNDER APPLICABLE LAW, SEI AND ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS EXPRESSLY DISCLAIM ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE, AND ALL WARRANTIES REGARDING SECURITY, CURRENCY, CORRECTNESS, QUALITY, ACCURACY, COMPLETENESS, RELIABILITY, PERFORMANCE, TIMELINESS, OR CONTINUED AVAILABILITY, WITH RESPECT TO (I) THE WEBSITE; (II) ANY MATERIALS, PRODUCTS, OR SERVICES AVAILABLE ON OR THROUGH THE WEBSITE; (III) USE OF THE WEBSITE, MATERIALS, PRODUCTS, OR SERVICES; AND (IV) THE RESULTS OF THE USE OF THE WEBSITE, MATERIALS, PRODUCTS, OR SERVICES. 

FURTHER, SEI AND ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS EXPRESSLY DISCLAIM ALL WARRANTIES AND LIABILITY WITH RESPECT TO ANY DELAYS OR ERRORS IN THE TRANSMISSION OR DELIVERY OF ANY MATERIALS, PRODUCTS, OR SERVICES AVAILABLE THROUGH THE WEBSITE. ALTHOUGH SEI MAKES REASONABLE EFFORTS TO AVOID TECHNOLOGICAL PROBLEMS, SEI IS NOT RESPONSIBLE FOR ANY TECHNOLOGICAL PROBLEM WITH THE WEBSITE OR WITH ANYONE’S USE OF THE WEBSITE, AND WILL NOT BE LIABLE FOR ANY IMPACT THESE PROBLEMS MAY HAVE ON USERS.
EXCEPT AS PROVIDED BY LAW, NEITHER SEI NOR ITS THIRD-PARTY INFORMATION PROVIDERS OR VENDORS HAS ANY RESPONSIBILITY TO MAINTAIN THE MATERIALS, PRODUCTS, OR SERVICES OFFERED ON THE WEBSITE OR TO SUPPLY CORRECTIONS, UPDATES, OR RELEASES FOR THE SAME. SEI EXPRESSLY DISCLAIMS ANY LIABILITY FOR ERRORS AND OMISSIONS REGARDING THE INFORMATION AND MATERIALS CONTAINED IN THE WEBSITE. 

TO THE EXTENT ANY JURISDICTION DOES NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND YOU MAY HAVE OTHER RIGHTS, WHICH VARY FROM JURISDICTION TO JURISDICTION.

Copyright

The entire content (including text and 'look and feel' attributes) of this Website is copyrighted by SEI Investments Developments, Inc., or other third party providers or otherwise constitutes the exclusive confidential and proprietary intellectual property of SEI. Any commercial use of such content requires the express written permission of SEI, which consent may be withheld in our sole discretion. All rights reserved.

Viruses

Because of the marked increase in the fabrication and proliferation of computer viruses affecting the Internet, SEI wants to warn you about infections or viral contamination on your system. It is your responsibility to scan any and all downloaded materials received from the Internet. SEI is not responsible or liable for any damage or loss caused by such hazards.

Compliance with applicable law

Due to the global nature of the Internet, you agree to comply with all local rules with respect to your account and your online conduct, including all laws, rules, codes, and regulations of the country in which you reside and the country from which you access the Website, including without limitation, all laws, rules, codes, regulations, decrees, acts, orders, directives, legislation, bills, and statutes pertaining to tax, contracts, intellectual property, securities, e-commerce, banking, technology, computers, fraud, and privacy. In addition, you agree to comply with all applicable laws, rules, codes, and regulations regarding the transmission of technical data exported from the United States.

Each investment product and service referred to on this Website is intended to be made available only to U.S. residents. This Website will not be considered a solicitation for or offering of any investment product or service to any person in any jurisdiction where such solicitation or offering would be illegal. Persons residing outside the United States are invited to visit SEI’s website for Non-U.S. Investors for more information about products and services available to them.

Linked websites / frames / use

This Website may provide links to other websites for your convenience in locating related information and services. SEI does not maintain any of these other websites and has no control over the organizations that maintain these websites or the information, products, or services these organizations provide. Although SEI believes that the information from these organizations is reliable, we cannot guarantee their accuracy, completeness or suitability for any purpose. Accordingly, SEI expressly disclaims any responsibility for the content of these other websites, the accuracy of the information on these websites and/or the quality of products or services provided by the organizations that maintain them. SEI does not recommend or endorse these organizations or their products or services in any way and access to them is at the user’s own risk. You are prohibited from framing any of the materials on this Website, and/or from suggesting any affiliation or endorsement between us, without our prior written authorization. You may print copies of the material contained in this Website solely for your internal use in connection with the services provided to you by SEI and solely in accordance with these terms and conditions. You are expressly prohibited from selling; distributing; copying, amending; modifying; or similar action regarding the material in this Website including: graphics; text; content; logos or the like. Further, you are prohibited and will be responsible for any and all of your unlawful use of this Website.

Responsibility for use and control of passwords and client information

If applicable, by requesting and establishing a personalized password, you will have access to the Website and the tools and information available through this Website and SEI hereby grants you a limited right to use the Website and such tools and information, which right SEI may revoke at any time. You acknowledge that in order to use this Website, you may provide SEI with non-public personal information and other financial information about your current or potential clients ("Clients"). In such event, this information will be stored by SEI and available to you through the Website. You hereby represent that you have all required permission to provide SEI with this information and will be solely liable and shall indemnify SEI for any claims that you did not have such authority. You further acknowledge that you are fully responsible for the use of your password, whether authorized by or known by you or not, and the protection of your password and you shall indemnify SEI and hold SEI harmless for any claims related to any access or use of the Website or other SEI systems, including, without limitation, any claim related to the access, use or theft of your Clients' information through the use of your password.

You agree to immediately notify SEI if you become aware of any of the following: (a) loss or theft of your password; (b) unauthorized use of your password or any unauthorized use of this Website; and (c) any other information which you believe compromises the security of your Client information available through this website.

Online fraud advisory

SEI will never send emails that require customers to send personal information to us via email, website link or pop-up windows. Any unsolicited request for SEI account information you receive through emails, Web sites, or pop-up windows should be considered fraudulent.

Online fraud occurs when someone poses as a legitimate company to obtain sensitive personal data and then illegally conducts transactions on your existing accounts. Often called "phishing" or "spoofing," the most pervasive methods of online fraud are emails, counterfeit Web sites and pop-up windows, or any combination of these.

Fraudulent emails often:

  • Appear to be from a legitimate, trusted source. You should not rely on the name or address in the "From" field, as this can be easily altered.
  • Ask you for personal information. These emails often claim that your information has been compromised or frozen, or ask you to confirm your identity.
  • Link to counterfeit Web sites. These sites may appear legitimate, but actually collect personal information for illegal use. They may also include a link to the real website in an attempt to make the link seem legitimate.
  • Contain fraudulent phone numbers. These telephone numbers are usually tied directly to the fraud perpetrators. Never call a number featured on an email you suspect is fraudulent, and be sure to double-check any numbers you do call. In addition, a legitimate number may be included in an attempt to authenticate the email.

To help protect yourself from these fraudulent emails and Web sites:

  • Never provide sensitive account or personal information in response to an email.
  • Delete suspicious emails without opening them. If you do open a suspicious email, do not open any attachments or click on any links it may contain.
  • Bookmark any sites that house personal account information and use those bookmarks to navigate directly to those sites.
  • Install and regularly update virus protection software.
  • Keep your computer operating system and Web browser current.

Changes to website

SEI may change the Website or update material without notice. While SEI may make reasonable efforts to keep the site information accurate, SEI is not obligated to update or correct information within any specified time period. All content on this Website is presented only as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. In addition, you are responsible for setting the cache settings on your browser to ensure you are receiving the most recent data. SEI is not responsible for information provided by third parties, whether the information is part of this Website, is in any linked website, or is information about us that is provided on any website other than this one. 

SEC materials

SEI maintains documents on this Website that have been filed with the Securities and Exchange Commission (“SEC”). These documents (“SEC Documents”) and other public disclosures available on this Website include forward-looking statements, as defined by the Private Securities Litigation Reform Act, concerning SEI’s future business performance, financial performance, expectations, or strategies. Understand that numerous risk factors, some of which are indicated in the SEC Documents and elsewhere on this website, may cause actual results to be materially different from forward-looking statements. 

SEI’s SEC Documents, including the Annual Report on Form 10-K, which are accessible on this Website and at the SEC’s website provide more detail on the risk factors that may have a material effect on forward-looking statements.
 

RSS feeds

Via the Website you may have access to SEI’s standard RSS reader, which could allow you to add RSS feeds to the Website. If applicable, and if you elect to add any RSS feed for access on the Website, you hereby agree as follows: (1) you will comply with all terms of use and other terms and conditions applicable to the RSS feed and/or content accessed via that RSS feed; and (2) you will defend, indemnify and hold SEI harmless from and against any and all claims, damages, costs and expenses (including, without limitation, reasonable attorney’s fees) (collectively, “Losses”) arising out of or relating to your use or access of an RSS feed or the content accessible via such RSS feed, including without limitation, your violation of any terms or conditions applicable to the RSS feed or content accessed via that RSS feed. Further, you acknowledge and agree that if SEI deems in its sole discretion that any RSS feed you have attempted to add or have added to the Website is objectionable or otherwise inappropriate, SEI may remove the RSS feed from the Website.  Notwithstanding the foregoing, SEI assumes no responsibility to monitor RSS feeds added to the Website and SEI’s election to not remove and RSS feed from the Website shall not be construed as SEI’s acceptance of such RSS feed or the content accessible via such RSS feed. SEI may suspend or eliminate access to the RSS reader function of the Website at any time.

Privacy

Please refer to our Privacy notice.  

Limitation of liability

YOU ARE SOLELY RESPONSIBLE FOR YOUR DECISION TO ACCESS AND USE THE WEBSITE. ANY MATERIALS DOWNLOADED OR OTHERWISE OBTAINED THROUGH THIS WEBSITE ARE DONE AT YOUR OWN RISK. YOU ARE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR OTHER EQUIPMENT, OR LOSS OF DATA THAT RESULTS FROM SUCH DOWNLOAD.

NEITHER SEI NOR ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, OR ANY THIRD-PARTY INFORMATION PROVIDERS OR VENDORS WILL BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, REVENUE, INCOME, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, OR DAMAGES CAUSED BY THEFT, UNAUTHORIZED ACCESS, SYSTEMS FAILURE, OR COMMUNICATIONS LINE FAILURE, OR THE COST OF PROCURING SUBSTITUTE GOODS OR SERVICES, CAUSED BY THE USE OF OR INABILITY TO USE THE WEBSITE, MATERIALS OR ANY PRODUCTS OR SERVICES PROVIDED HEREIN, OR ANY OTHER MATTER RELATING TO THE WEBSITE, UNDER ANY CIRCUMSTANCES INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE EVEN IF SEI HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU. TO THE EXTENT THAT A JURISDICTION DOES NOT PERMIT THE EXCLUSION OR LIMITATION OF LIABILITY AS SET FORTH HEREIN, THE LIABILITY OF SEI AND ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS IS LIMITED TO THE EXTENT PERMITTED BY LAW IN SUCH JURISDICTIONS. IN NO EVENT SHALL SEI’S TOTAL LIABILITY TO YOU FOR ANY DAMAGES, LOSSES, OR CAUSES OF ACTION (WHETHER IN CONTRACT, TORT OR OTHERWISE) EXCEED THE AMOUNT PAID BY YOU, IF ANY, FOR ACCESSING THIS WEBSITE.

You agree to indemnify, defend, and hold harmless SEI, its subsidiaries and affiliates, each of its and their officers, directors, employees, and agents, licensors, and vendors from and against all claims, demands, liabilities, damages, losses, or expenses, including attorney's fees and costs, arising out of or related to your access to or use of the Website, or any violation by you of these Terms of Use.

Jurisdiction

The laws of the Commonwealth of Pennsylvania govern this Website in all respects. Any disputes or actions shall be initiated and resolved through Pennsylvania courts. You must destroy all materials or copies of materials obtained from this Website upon termination. 

Age and responsibility

SEI’s Websites are not directed to individuals under the age of thirteen (13). SEI does not intentionally collect information on SEI websites from those we know are under 13, and we request that these individuals do not provide personal information through the sites. You represent that you are of sufficient legal age to use this Website and to create binding legal obligations for any liability you may incur as a result of the use of this Website. You agree that you are financially responsible for all uses of this Website by you and those using your login information, including any data aggregation service providers that you have authorized to access your data.

Termination of access

The rights granted to you herein terminate immediately upon any violation by you of these Terms of Use. SEI, in its sole discretion, reserves the right to temporarily or permanently terminate your access to and use of this Website at any time and for any reason whatsoever, without notice or liability. SEI will not be liable to you or any third party for any termination of your access to or use of this Website.

Feedback

While we appreciate hearing from our valued customers, to avoid any misunderstandings, please understand that anything that you send to us, including ideas, suggestions, proposals, etc., will become our property without any right of compensation and you hereby waiver any claim therefore.

Severability

If any provision of these Terms of Use is deemed unlawful, void, or unenforceable, then that provision will be deemed severable from these Terms of Use and will not affect the validity and enforceability of the remaining provisions. These Terms of Use represent the entire agreement between you and SEI relating to the subject matter herein.

Disclosure for those services provided by SEIC’s registered investment advisor, SIMC, or SEIC’s broker dealer, SIDCO

The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of SIMC, SIDCo. nor any of their affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to SEI about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.

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