The Site is owned and operated by Wasatch Global Investors
and of its subsidiaries and affiliates (collectively, “Wasatch” or “We”).
Wasatch may modify, suspend, discontinue, or restrict the use and availability of any portion of the Site at any time, without notice or liability. Your use of the Site may be monitored by Wasatch and used for Wasatch’s internal business purposes, without liability.
1. Funds. The Funds
described on the Site are offered only by a current prospectus. You may access the prospectus for any of the Funds at any time while in the Site by selecting the link at the bottom of each page. The prospectus contains more complete information on the Funds, including information on their investment objectives, strategies, risks, and advisory fees and other expenses; you should read the prospectus carefully before deciding to invest in the Funds. You may obtain a free paper copy of the prospectus by calling 800.551.1700, or by sending a request via e-mail to firstname.lastname@example.org.
The materials available on the Site are
not an offer or a solicitation of an offer to buy any of the Funds, nor shall any of the Funds be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Investment return and principal value for
our funds will fluctuate with market conditions, and you may have a gain or
loss when you sell your shares. Past performance does not guarantee future results. Mutual funds and other investment products are not FDIC insured; are not deposits or obligations of, or guaranteed by, any financial institution; and are subject to risks, including possible loss of the principal amount invested. These risks, and other risks that particular funds may be subject to, such as specialized industry sectors or use of complex securities, are discussed in each fund’s prospectus.
The Site is not intended to provide any tax, legal, insurance or
investment advice, and nothing on the Site should be construed as a
recommendation, by Wasatch or any third party, to acquire or dispose of any
investment or security, or to engage in any investment strategy or transaction. While certain tools available on the Site may provide general investment or financial analyses based upon your personalized input, such results are not to be construed as Wasatch providing investment recommendations or advice. Unless otherwise specified, you alone are solely responsible for determining whether any investment, security or strategy or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should consult an attorney or tax professional regarding your specific legal or tax situation.
2. International Use. Because of 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 Site, 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.
Property Rights and Restrictions on Use. You acknowledge that the Site is protected by applicable copyrights, trademarks, trade secrets, proprietary rights and other intellectual property laws, and that these rights are valid and protected in all forms, media, and technologies existing now or developed in the future. Accordingly, you may not copy, distribute, modify, post or frame-in the Site, including any text, graphics, video, audio, software code, user interface design or logos, except as explicitly authorized below or by us in writing.
Permitted uses. Wasatch grants you a non-exclusive, personal, non-transferable, non-sublicensable, limited and revocable right to access, use and display this Site on any computers or other electronic display devices of which you are a user,for your personal and non-commercial use only (the “Permitted Uses”). You agree to use the Site only for lawful purposes, for the Permitted Uses, and not for the Prohibited Uses. No other use of the Site is authorized unless you and We
have agreed otherwise in writing.
without our written approval. Any modification or unauthorized use is a
violation of Wasatch’s copyrights and other proprietary rights.
Trademarks and copyrights. All trademarks, service marks, and logos appearing on the Site are the exclusive property of their respective owners. Similarly, all materials on the Site, whether separate or compiled, including, but not limited to, text, graphics, audio clips, logos, buttons, images, digital downloads, data compilations, software, icons, html code and xml code, as well as all copyright, patent, trademark, trade dress, and other rights therein, are owned or licensed by Wasatch and its third-party information providers, and are protected by applicable intellectual property laws.
All Wasatch graphics, logos, page headers, fund names, and service names are trademarks, service marks, or trade dress of Wasatch. Wasatch’s trademarks, service marks and trade dress may not be used in connection with any product or service that is not Wasatch’s, in any manner that is likely to cause confusion among customers or investors, or in any manner that disparages or discredits Wasatch. Nothing contained on the Site
should be construed as granting any license or right in or to any trademarks, service marks, or trade dress of Wasatch.
Copyright Reporting and Claims Procedure. We reserve the right to remove from the Site, any content that is alleged to infringe someone’s copyright. If you reasonably believe that your copyrighted work is accessible on the Site in a way that constitutes copyright infringement, please provide the following information to Wasatch’s below-identified Designated Copyright Agent.
Copyright Infringement Notice Requirements:
- Identify the copyrighted work(s) you claim to have been infringed.
- Identify the material(s) or link(s) you claim is/are infringing (or the subject of infringing activity) and to which access is to be disabled, including at a minimum, if applicable, the URL of the link(s) shown on the Site or the exact location(s) where such material may be found.
- Provide your company affiliation (if applicable), mailing address, telephone number, and, if available, email address.
- Include the following statements in the body of the Notice:
“I hereby state, under penalty of perjury, that: I am the owner, or authorized to act on behalf of the owner, of the copyright(s), or of an exclusive right under the copyright(s), that is/are allegedly infringed; I have a good faith belief that the disputed use of the copyrighted material is not authorized by the copyright owner, its agent, or the law (e.g., as a fair use); any information provided in this statement that is qualified as being based on information and belief is believed to be true; and any information provided in this statement that is not qualified as being based on information and belief is within my personal knowledge and is true.”
- Provide your full legal name and your electronic or physical signature.
- Deliver this Notice, with all requested information, to Wasatch’s Designated Copyright Agent:
Wasatch Global Investors
505 Wakara Way, 3rd Floor
Salt Lake City, UT 84108
4. Wasatch Linking Policy. Individuals may, for personal use only, bookmark or
point to any page within the Site. You may not link to this Site unless you
comply with the following conditions. Wasatch grants you a limited, revocable,
nonexclusive right to create a hyperlink to the Site (“Link”), provided you
comply at all times with the following conditions:
Link must resolve to Wasatch’s homepage at www.wasatchglobal.com unaltered in
text of the Link must read either “Wasatch Global Investors,” “Wasatch Funds,”
or “www.wastchglobal.com.” You may not use any Wasatch logo or graphic, or any
other Wasatch trademark, as part of the Link without Wasatch’s express written
Link and surrounding context on the linking site must not: (a) falsely
represent or misrepresent any relationship between the linking site and Wasatch,
including suggestions of affiliation, endorsement, or sponsorship; (b) portray Wasatch
or its affiliates, employees, or agents, or their products or services, in a
false, misleading, derogatory, or otherwise offensive manner; or (c) deliver
the content of the Site in a framed environment or alter the layout, content,
look, or feel of the Site.
5. Online Account
Access. If you maintain an
account that you access through the Site, you are solely responsible for
maintaining the confidentiality of your account and password and for
restricting access to your computer. You agree to accept responsibility for all
activities occurring under your account or password that are due to your
conduct, inaction, or negligence. Notify us immediately if you become aware of
any disclosure, loss, theft or unauthorized use of your password.
6. Prohibited Uses. Because all servers have limited
capacity and are used by many people, you may not use the Site in any manner
that could damage or overburden any Wasatch server, or any network connected to
any Wasatch server. You may not use the Site in any manner that would interfere
with any other party’s use of the Site.
Access to and use of password-protected and/or secure areas
of the Site are restricted to authorized users only. You may not obtain or
attempt to obtain unauthorized access to such parts of the Site, or to any
other protected materials or information, through any means not intentionally
made available by Wasatch for your specific use. Unauthorized individuals
attempting to access, or actually accessing, these areas can be subject to
criminal and/or civil prosecution.
7. Third-Party Content. Wasatch will not
be responsible for the accuracy, completeness, timeliness, or suitability for
use of any information provided by third parties through this web site, whether
by hyperlink or otherwise.
Wasatch is in no way responsible for the
content of any site owned by a third party that may be linked to the Site via a
hyperlink whether such hyperlink is provided by Wasatch or by a third party. No
judgment or warranty is made with respect to the accuracy or suitability of the
content of any site to which the Site may link, including information on the
site regarding the Site; and Wasatch takes no responsibility therefore. By
providing access to other web sites, Wasatch is not recommending the purchase
or sale of any stock issued by any company, nor is it endorsing services
provided by any web site’s sponsoring organization. You will use any such third-party
content at your own risk and you agree that Wasatch is not liable for any loss
or damage that you may suffer by using third-party websites or any content,
advertising, products, or other materials in connection therewith.
Privacy, Personal Information, Unsolicited Communications, and Usage
Policy. Please see
information that we may collect and maintain about current or former investors,
our policy regarding the use of that information, and the measures we take to
safeguard the information.
Personal Information Transmission. Your use of the Site may
involve the transmission of information, including personally identifiable
data, about you. You consent to the transmission of such information by
electronic means through the Internet and represent that such consent shall be
effective each time you use the Site.
Unsolicited communications. We welcome your feedback
about the Site and may use it to improve the Site. Should you provide
unsolicited ideas, or material of any kind (“Communications”) and We use it to
develop or market products, services, content, tools or information, you agree
that We can do so without compensating you. By providing us with such
Communications, you represent to us that you own all rights to it.
Technically this means that you
hereby grant Wasatch a perpetual, worldwide, royalty-free, irrevocable license
to edit, reproduce, disclose, transmit, publish, broadcast, or post your
Communications either on the Site or elsewhere with no liability or obligation
to you. Wasatch is free to use any ideas, concepts, know-how, or techniques
obtained in your unsolicited Communications for any purpose including, but not
limited to, developing and marketing products. Unless We state otherwise on the
otherwise transmit through the Site can be treated by us as non-confidential
Usage monitoring. We reserve the right, but do
not have the obligation, to access, archive, or monitor any use of the Site, or
your use of the Site and your Communications. By using the Site, you accept our
right to access, archive, or monitor usage to ensure service quality, or to
evaluate the Site, the security of the Site, compliance with these Terms of
Use, or for any other reason. You agree that our monitoring activities will not
entitle you to any cause of action or other right with respect to the manner in
which We monitor your Site usage and enforce, or fail to enforce, these Terms
of Use. You further agree that in no event will Wasatch be liable for any
damages incurred by you as a result of our usage monitoring.
9. Termination. The rights granted to you herein
in its sole discretion, reserves the right to temporarily or permanently
terminate your access to and use of the Site at any time and for any reason
whatsoever, without notice or liability. Wasatch will not be liable to you or
any third party for any termination of your access to or use of the Site.
10. Disclaimers. All information
and contents of the Site are furnished on an “as is” and “as available” basis.
Wasatch and its affiliates, subsidiaries, directors, officers, employees,
agents, licensors, and any third-party information providers and vendors
expressly disclaim, to the fullest extent of the law, any implied or express
warranty of any kind, including without limitation the implied warranties of title,
merchantability, fitness for a particular purpose, and non-infringement, and all warranties regarding
security, currency, correctness, quality, accuracy, completeness, reliability,
performance, timeliness, or continued availability, with respect to (i) the
Site; (ii) any materials, products, or services available on or through the
site; (iii) use of the Site, materials, products, or services; and (iv) the
results of the use of the Site, materials, products, or services.
Wasatch and its affiliates,
subsidiaries, directors, officers, employees, agents, licensors, and any
third-party information providers and vendors expressly disclaim all warranties
with respect to any delays or errors in the transmission or delivery of any
materials, products, or services available through the Site.
Except as provided by law, neither
Wasatch nor its third-party information providers and vendors has any
responsibility to maintain the materials, products, or services offered on the
Site or to supply corrections, updates, or releases for the same.
If you live in a state that does
not allow disclaimers of implied warranties, our disclaimer may not apply to
11. Limitation of
is not liable under any circumstances, including but not limited to negligence,
for any indirect, special or consequential damages that may result from the use
of, or the inability to use, the Site, even if we have been advised of the
possibility of such damages.
Wasatch is not liable for damages or
injury, including but not limited to damages or injury caused by any
performance or failure of performance, error, omission, interruption, deletion,
defect, delay in operation or transmission, computer virus, communication,
theft or destruction or unauthorized access to, alteration of, or use of
information, whether resulting, in whole or in part, from breach of contract,
tortious behavior, negligence, or otherwise. If you live in a state that does
not allow the limitation or exclusion of liability or incidental or
consequential damages, the above limitation or exclusion may not apply to you.
In no event shall Wasatch’s total
liability to you for damages, losses, and causes of action, whether arising in
contract, tort (including, negligence), or otherwise, exceed the amount paid by
you, if any, for accessing this web site.
You agree to indemnify, defend, and hold harmless Wasatch,
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 improper access to or use of this
Issues and Applicable Law. Unless otherwise specified, Wasatch operates and
controls the Site from our offices within the state of Utah, United States of
America. If you choose to access this site from other locations, you do so on
your own initiative, and you are responsible for compliance with any local
shall comply with all laws, rules and regulations by any governmental authority
or agency which govern or apply to the operation and use of the Site. Without
limiting the foregoing, you agree to comply with such restrictions and not to
export or re-export any of the Site to countries or persons prohibited under
benefit of Wasatch, its successors and assigns. You may not assign the Terms of
Use. No waiver shall be effective unless in writing. All rights not expressly
granted herein are reserved by Wasatch.
The laws of the State of Utah govern
these terms, without reference to conflict of law principles. If you take legal
action relating to these terms, you agree to jurisdiction only in the Court of
the County of Salt Lake, State of Utah or the United States District Court of
Utah, and you consent and submit to the personal jurisdiction of those courts
for the purposes of litigating any such action.
13. Integration and
the entire agreement between Wasatch and you regarding the subject matter
14. Headings. Headings are
inserted for convenience of reference only and do not constitute a part of the