Effective Date: January 1st, 2026
These Terms & Conditions (“Terms”) govern your access to and use of GoContinuity.com (the “Website”) and any related communications, materials, scheduling tools, forms, or services provided by Continuity (“Continuity,” “we,” “us,” or “our”). Please read these Terms carefully.
By accessing or using the Website, submitting information, scheduling a call, downloading materials, requesting an assessment, or engaging with Continuity’s services, you agree to be bound by these Terms. If you do not agree, do not use the Website or services.
Continuity provides operational transition execution and administrative coordination support for financial advisors and advisor teams planning, coordinating, tracking, and completing advisor book transitions when moving firms, platforms, custodians, broker-dealers, RIAs, or going independent.
Continuity may provide transition-readiness assessments, operational workflow support, household/account data organization, document tracking, transfer status tracking, exception tracking, and completion-phase coordination.
Website content is provided for informational purposes only and does not create any advisory, fiduciary, legal, tax, compliance, brokerage, custodial, or investment relationship.
Continuity does not provide investment advice, legal advice, tax advice, compliance advice, securities recommendations, financial planning, or custody/brokerage services. Continuity is not a broker-dealer, custodian, law firm, tax advisor, compliance firm, or investment adviser.
You should consult your own legal, compliance, tax, regulatory, broker-dealer, RIA, custodian, and other professional advisors before taking any action related to a transition.
Continuity is independent and is not affiliated with, endorsed by, or acting on behalf of any custodian, broker-dealer, RIA platform, or financial institution unless expressly stated in a written agreement.
Any references to custodians, platforms, broker-dealers, RIAs, software systems, or financial institutions are for descriptive purposes only. If any trademarks are referenced, they belong to their respective owners.
Blog posts, guides, videos, checklists, FAQs, readiness materials, downloads, and other content are provided for general informational purposes only. Content may not reflect your specific circumstances and should not be relied upon as professional advice.
Any paid or formal engagement with Continuity will be governed by a separate written agreement, statement of work, order form, or engagement letter. If there is a conflict between these Terms and a signed agreement, the signed agreement controls for that engagement.
You are responsible for:
Advisors, firms, or authorized parties may provide information related to clients, households, accounts, paperwork status, transfer status, and operational workflows.
You represent and warrant that you have the right and authorization to provide such information to Continuity and that the information is provided through approved and lawful channels. Continuity may rely on your authorization and representations.
Continuity does not guarantee:
Many transition outcomes depend on third parties, client decisions, account type, asset type, custodian rules, firm policies, paperwork accuracy, market activity, and regulatory/compliance constraints.
Continuity may help organize, coordinate, track, and support operational workflows, but does not control custodians, broker-dealers, delivering firms, receiving firms, clients, regulators, clearing firms, transfer agents, or other third parties. Decisions, approvals, processing, and timelines may be determined by those parties.
Services may involve or reference third-party platforms, custodians, CRMs, e-signature systems, document repositories, transfer systems, workflow tools, or other technology. Continuity is not responsible for the availability, security, accuracy, policies, decisions, delays, errors, or performance of third-party systems or providers.
Continuity takes confidentiality seriously and expects users to do the same. Information shared in connection with services should be handled in accordance with applicable agreements, policies, laws, and the Privacy Policy. Confidentiality obligations for specific engagements may be further defined in a separate written agreement.
Continuity’s collection and use of information is also governed by our Privacy Policy: https://gocontinuity.com/privacy-policy/
Continuity uses reasonable administrative, technical, and organizational safeguards designed to protect information. However, no method of transmission, storage, or electronic communication is completely secure, and we cannot guarantee absolute security.
You may not:
The Website, brand, logo, copy, frameworks, checklists, graphics, videos, guides, templates, readiness materials, dashboards, processes, and other materials are owned by Continuity or its licensors and are protected by applicable intellectual property laws.
You may not copy, modify, distribute, sell, or create derivative works from these materials without Continuity’s prior written permission.
Any checklists, templates, readiness assessments, guides, or tools are provided for informational and operational planning purposes only. They must be adapted to your specific circumstances and reviewed by appropriate legal, compliance, tax, or firm professionals before use.
Any testimonials, case studies, examples, hypothetical scenarios, or illustrative numbers are provided for informational purposes only and do not guarantee similar outcomes.
Fees, payment terms, deposits, retainers, billing cadence, cancellation terms, and refund policies (if any) will be stated in the applicable written agreement, order form, or invoice. Website content does not create an obligation for Continuity to provide services at any particular price.
Submitting a form, requesting an assessment, or scheduling a call does not create a client relationship, service agreement, confidentiality agreement, or obligation for Continuity to accept an engagement unless confirmed in writing.
Continuity may decline, suspend, or terminate Website access or services if:
The Website and materials are provided “as is” and “as available.” To the fullest extent permitted by law, Continuity disclaims all warranties, express or implied, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, availability, or error-free operation.
To the fullest extent permitted by law, Continuity will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, lost revenue, lost business opportunity, lost clients, lost assets, data loss, or business interruption, arising out of or related to your use of the Website, materials, or services.
To the fullest extent permitted by law, Continuity’s aggregate liability for any claim arising out of or related to the Website or services will be limited to the amount paid to Continuity for the specific service giving rise to the claim, or [Insert Liability Cap Amount] (whichever is greater), to be reviewed by counsel.
You agree to defend, indemnify, and hold Continuity harmless from and against claims, damages, liabilities, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:
These Terms are governed by the laws of [Insert State], without regard to conflict of laws principles.
Disputes will be resolved in the state or federal courts located in [Insert County/State], unless a separate agreement states otherwise.
Arbitration provisions should be added only if recommended by counsel and reflected in the applicable agreement.
Continuity may update these Terms from time to time. We will post the updated version on this page and update the Effective Date above. Your continued use of the Website after changes are posted constitutes acceptance of the updated Terms.
Continuity
Website: https://gocontinuity.com
Email: legal@gocontinuity.com
Mailing Address: 1521 W. Citation Lane, Chandler, AZ 85224
