Legal Disclaimer
Lotus Wealth Solutions Inc. (“Lotus Wealth Solutions”) is a registered investment adviser in the state of Georgia. Lotus Wealth Solutions and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Lotus Wealth Solutions maintains clients. Lotus Wealth Solutions may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Lotus Wealth Solutions website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Lotus Wealth Solutions website on the Internet should not be construed by any consumer and/or prospective client as Lotus Wealth Solutions solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) Initial Payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Lotus Wealth Solutions.
The graphs and charts provided by this website depict general information regarding past performance of various indexes and asset classes. Past performance is never a guarantee of future performance and the charts and graphs on this website are not meant to predict future performance. An investor should not base any investment decisions solely on the information provided by the charts and graphs.
Any subsequent, direct communication by Lotus Wealth Solutions with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lotus Wealth Solutions, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov or state securities law administrators for those states in which Lotus Wealth Solutions is registered. A copy of Lotus Wealth Solutions current written disclosure statement discussing Lotus Wealth Solutions business operations, services, and fees is available from Lotus Wealth Solutions upon written request.
Lotus Wealth Solutions does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lotus Wealth Solutions website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Lotus Wealth Solutions) made reference to directly or indirectly by Lotus Wealth Solutions in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Lotus Wealth Solutions), will be profitable or equal any historical performance level(s). Certain portions of Lotus Wealth Solutions’ web site (i.e. blogs, newsletters, articles, commentaries, etc) may contain a discussion of, and/or provide access to, Lotus Wealth Solutions (and those of other investment and non-investmentprofessionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Lotus Wealth Solutions or from any other investment professional. Lotus Wealth Solutions is not an attorney and no portion of the web site content should be interpreted as legal advice.
To the extent that any client or prospective client utilized any economic calculator or similar device contained within or linked to Lotus Wealth Solutions web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Lotus Wealth Solutions, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Lotus Wealth Solutions web site, to release and hold harmless Lotus Wealth Solutions, its officers, directors, members, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Lotus Wealth Solutions.
