Equity Trust Custodial Agreement

The terms “we”, “us”, “our”, “ETC” and “equity” refer to Equity Trust Company. “You” means any natural or legal person who uses any part of this site, any natural or legal person who receives a password to access the online portal and any other person or entity that you have authorized to use your registration information on the online portal. If you are a customer and you use this website and/or the online portal, you remain bound by the requirements of all agreements and you will comply with them, including the deposit account agreement and the privacy statement you received when you first became a customer, then every year. They also agree to comply with all applicable local, state, and federal laws, rules, and regulations. The right to modify Equity Trust Company has the right to make changes to this agreement at any time. We will comply with all notification requirements under applicable law for such changes. Your continued use of this website and the online portal represents your consent to these changes and your consent to the engagement. Notices made under this Agreement must be sent by email to Equity Trust: help@trustetc.com. This Agreement and any future agreements you enter into with Equity Trust Company, unless otherwise specified in such other agreement, shall be governed by the laws of the State of Ohio. This is the case whether you are based in Ohio or elsewhere with Equity Trust or are operating in business. If, for any reason, the provisions of this Agreement prove to be invalid, illegal or, in any way, unenforceable, the validity, legality and application of the other parts of these provisions and this Agreement shall not be affected and shall be deemed lawful, valid and binding and interpreted to the fullest extent permitted by law. The federal courts of the United States Federal District or the Common Court of Appeals for Lorain County, Ohio, shall have jurisdiction and jurisdiction with respect to all claims arising out of this Agreement. You accept the service of the procedure.

If you have not ordered Equity Trust to automatically pay the annual maintenance fee, or if you have not paid a cheque online, by phone or by cheque and your fees are late, Equity Trust will attempt to deduct the $50 annual fee and late fee from the available cash in your account, from 70 days after the invoice date in accordance with your deposit agreement. You will receive an invoice showing the late fees. ONLINE COMMUNITY Equity Trust Company owns and maintains, through its subsidiary Retirement Education Group, Inc. d/b/a Equity University, an online community forum (“Online Community”) for individual investors that provides access to educational articles, discussion forums, blogs and other educational resources (“Online Community Content”).

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