1Our Services

The information provided on the Services is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or would subject us to any registration requirement in that jurisdiction. Persons who choose to access the Services from other locations do so on their own initiative and are solely responsible for compliance with local laws, if and to the extent local laws apply.

The specific services included in your subscription are those described in your order form, proposal, or the pricing page in effect when you purchased. We may change how we deliver a service, including the tools, vendors, and platforms we use, provided the service continues to serve substantially the same purpose.

2Regulatory Compliance Is Your Responsibility

Our clients are financial professionals who are subject to rules issued by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), state securities and insurance regulators, and their own broker-dealers, registered investment advisers, and firms. You are solely responsible for complying with every rule, regulation, law, and firm policy that applies to you. We are in no way responsible for your compliance with any regulatory body or firm requirement.

Drafts and approval

All content we produce, including outreach messages, emails, guides, website and landing page copy, product and service descriptions, blog posts, and social media posts, is a draft until you approve it. By approving content, or by allowing content to be published, sent, or used, you confirm that you have reviewed it and that it complies with all laws, regulations, and firm policies that apply to you, including any requirement for principal or compliance pre-approval and any filing or recordkeeping requirement.

Compliance reviewer routing

Our review tools allow you to designate a compliance reviewer and route content to that person for sign-off. This is a routing convenience only. We do not perform compliance review, and the presence of a compliance step in our workflow does not mean that content has been reviewed by us for regulatory compliance.

AI-assisted content

We use artificial intelligence tools to research and draft content. AI-generated content can contain factual errors, outdated figures (for example contribution limits, tax thresholds, or rates), incorrect citations, and statements that may be unsuitable for your audience or your regulatory status. You must verify every fact, figure, citation, and claim before you approve or use any content. We do not warrant the accuracy or completeness of any draft.

Recordkeeping

We are not a books-and-records or archiving service. You are responsible for retaining copies of approved marketing materials as required by SEC Rule 204-2, FINRA Rule 4511, or any other rule that applies to you. Our review pages, portals, and hosted pages may change or become unavailable, and you should not rely on them as your record.

No investment, legal, or tax advice

We are not a registered investment adviser, broker-dealer, insurance producer, law firm, or tax adviser. Nothing we produce is investment, legal, tax, or insurance advice. Content is provided as marketing and educational material only.

3Your Accounts and Third-Party Platforms

Delivering the Services requires access to accounts and platforms that you control. Depending on the services you purchase, you may provide us with (a) access to your personal LinkedIn account; (b) manager access to your Google Business Profile; (c) access to domains, DNS, hosting, or email accounts; and (d) other credentials or access that we reasonably request (each a "Third-Party Account"). You represent and warrant that you are entitled to grant us this access without breaching any agreement that governs your use of the Third-Party Account, and you authorize us to act through those accounts for the purpose of delivering the Services.

Your relationship with each third-party platform is governed solely by your agreement with that platform. We are not responsible for platform outages, for changes to a platform's features, pricing, or policies, or for any action a platform takes against your account. You may revoke our access to a Third-Party Account at any time; doing so may prevent us from delivering the affected services, and it does not relieve you of your payment obligations.

LinkedIn

LinkedIn's User Agreement restricts the use of automation and third-party tools. Our LinkedIn outreach services use such tools on your behalf. You acknowledge and accept that LinkedIn may warn, restrict, limit, or permanently suspend your account as a result, that we cannot prevent or reverse that action, and that you accept this risk as a condition of purchasing LinkedIn outreach services. We are not liable for any restriction or suspension of your LinkedIn account or for any loss that follows from it.

Email

Email campaigns are sent from domains and mailboxes that we register and manage (see Section 9). Deliverability depends on factors outside our control, including recipient spam filters, blocklists, and mailbox provider policies, and we do not guarantee that any message will be delivered or read. You are responsible for ensuring that your email campaigns comply with the CAN-SPAM Act and any other law that applies to your communications.

Google Business Profile

Google controls what appears on your Business Profile, may reject or remove edits, and may suspend listings at its discretion. We are not responsible for Google's decisions about your listing.

4Intellectual Property and Ownership of Deliverables

Our materials

We own or license all intellectual property rights in the Services and in our tools, software, platforms, templates, prompts, research methods, processes, website themes and designs, training materials, and pre-existing content, together with the trademarks, service marks, and logos of Tango (collectively, "Tango Materials"). Tango Materials are protected by copyright, trademark, and other intellectual property laws. Except for the limited rights expressly granted in these Legal Terms, we reserve all rights in the Tango Materials, and no part of them may be copied, reproduced, republished, distributed, sold, licensed, or otherwise exploited without our prior written permission.

Deliverables you own

"Deliverables" means the final content we create specifically for you and that you approve, such as approved guides, campaign copy, email copy, blog and social media posts, product and service descriptions, and the text and images of your website and landing pages. Once you have paid all fees due for the billing period in which a Deliverable was approved, you own that Deliverable. To the extent a Deliverable incorporates Tango Materials, we grant you a perpetual, non-exclusive, royalty-free license to use those Tango Materials as part of that Deliverable, but not separately from it.

We retain the right to use the general knowledge, skills, techniques, and know-how developed while providing the Services, and to create similar work for other clients, so long as we do not use your confidential information or your Deliverables to do so.

Hosted websites, domains, and data

Websites and landing pages are built and hosted on our platform. You own the text and images of your site as Deliverables, but the hosting platform, themes, page builder, integrations, and underlying software are Tango Materials and are not transferable. Domains that we register and the data held in our systems are addressed in Section 9.

Portfolio rights

You agree that we may identify you as a client and display Deliverables we created for you as examples of our work, including on our website and in proposals, unless you ask us in writing not to. We will honor a written opt-out within a reasonable time.

Feedback

If you send us questions, comments, suggestions, ideas, or other feedback about the Services ("Feedback"), you agree that we may use and share that Feedback for any purpose without compensation or acknowledgment to you. Feedback does not include Client Materials, which are addressed in Section 5.

5Client Materials

"Client Materials" means the content and information you provide to us for use in the Services, including your name, likeness, headshots, logos, biographies, firm names, disclosures, answers to our questionnaires, edits you make to drafts, and any other text, images, or data. You retain ownership of all Client Materials.

You grant us a non-exclusive, worldwide, royalty-free license to use, reproduce, adapt, and display Client Materials for the purpose of providing the Services to you and, subject to your right to opt out under Section 4, in our portfolio.

You represent and warrant that (a) you own or have the necessary rights, licenses, consents, and permissions to provide the Client Materials and to authorize us to use them as described; (b) the Client Materials do not infringe any third party's copyright, trademark, privacy, publicity, or other rights; (c) you have the written consent of every identifiable individual whose name or likeness appears in the Client Materials; and (d) the Client Materials are accurate and not misleading. You are solely responsible for the Client Materials, and you agree to reimburse us for any losses we suffer because of a breach of this Section.

6Client Representations and Cooperation

By using the Services you represent and warrant that (1) all information you provide to us is true, accurate, current, and complete, and you will keep it updated; (2) you have the legal capacity, and if acting for an entity the authority, to agree to these Legal Terms; (3) you are not a minor in the jurisdiction where you reside; (4) you will not use the Services for any illegal or unauthorized purpose; and (5) your use of the Services will not violate any applicable law or regulation.

The Services depend on your participation. You agree to provide the Client Materials, account access, information, decisions, and approvals we reasonably request within a reasonable time, and to respond to review and approval requests promptly. If a delay in the Services is caused by your failure to provide materials, access, or approvals, the delay does not pause or reduce your fees, extend your initial term, or entitle you to a refund or credit.

You are responsible for keeping any credentials, links, and review pages we provide confidential and for all activity that occurs through them. Notify us promptly of any unauthorized use.

If you provide information that is untrue, inaccurate, not current, or incomplete, we may suspend or terminate your Services and refuse any current or future use of the Services.

7Fees, Billing and Payment

The Services are sold as a monthly subscription. Your subscription continues and renews automatically each month until it is cancelled in accordance with Section 8. You authorize us to charge your chosen payment method on a recurring monthly basis, without separate approval for each charge, until you cancel.

We accept payment by credit or debit card and by any other method offered through our payment processor. You agree to provide current, complete, and accurate billing information and to keep it updated, including your email address, payment method, and card expiration date, so that we can complete your transactions and contact you as needed.

All fees are quoted and payable in U.S. dollars. Sales tax will be added where we determine it is required. Fees are due on each billing date, and you agree to pay all charges at the prices in effect for your subscription. We may change our prices from time to time and will communicate any change that affects your subscription in accordance with applicable law. We reserve the right to correct pricing errors, even after we have requested or received payment, and to refuse or cancel any order.

8Term, Cancellation and Refunds

Initial term

Every subscription carries a minimum initial term of six (6) months, beginning on the date of your first payment (the "Initial Term"). After the Initial Term, your subscription continues month to month until cancelled.

How to cancel

You may cancel at any time by emailing [email protected]. Cancellation requires thirty (30) days' written notice. You may give notice during the Initial Term. Your Services and billing continue through the later of (a) the end of the Initial Term, and (b) thirty (30) days after we receive your notice. We will confirm your cancellation date by email.

Ending early

If you ask to end the Services before the Initial Term is complete, the unpaid balance of the Initial Term becomes due immediately. Once that balance is paid, no further monthly charges will occur.

Refunds

All sales are final. Fees paid are not refundable, in whole or in part, for any reason, including unused time in a billing period, dissatisfaction with results, or a change in your circumstances. If you have questions or are unsatisfied with our Services, please email us at [email protected] so that we can address them.

9When Services End

When your subscription ends for any reason, the following applies.

Websites and landing pages

Hosting for any website or landing page we built for you ends on your cancellation date, and the site will be taken offline, unless you purchase ongoing hosting at our then-current hosting-only rate before that date. Hosting-only service is subject to these Legal Terms and may be cancelled by either party on thirty (30) days' notice.

Domains

Domain names that we register in the course of providing the Services, including website domains and email sending domains, are registered and owned by us as part of our infrastructure. They are not transferred to you and are retired when your Services end. If you want to own your website domain, register it yourself and tell us; we will connect the site to your domain during the term.

Data in our systems

Contact records, connection and messaging history, campaign statistics, reports, and other data held in our systems and tools are not exported or delivered to you when your Services end, and we may delete them at any time after that date. During the term, you are responsible for saving your own copies of any Deliverable, report, or record you want to keep. We have no obligation to provide copies after your Services end.

Access

We will stop using your Third-Party Accounts and will remove our access to them within a reasonable time, and you should also revoke that access from your side.

10Prohibited Activities

You may not access or use the Services for any purpose other than the purpose for which we make them available. As a user of the Services, you agree not to:

• Systematically retrieve data or other content from the Services to create or compile a collection, compilation, database, or directory without our written permission.
• Trick, defraud, or mislead us or other clients, including any attempt to learn sensitive account information such as passwords.
• Circumvent, disable, or interfere with security-related features of the Services.
• Use any information obtained from the Services to harass, abuse, or harm another person.
• Make improper use of our support services or submit false reports of abuse or misconduct.
• Use the Services in a manner inconsistent with any applicable law or regulation, including securities, insurance, advertising, and anti-spam laws.
• Upload or transmit viruses, malicious code, or other material that interferes with the operation of the Services.
• Engage in any automated use of the Services, such as scripts, scrapers, robots, or data-mining tools, except as we expressly permit.
• Remove copyright or other proprietary notices from any content.
• Impersonate another person or use another client's credentials or review links.
• Interfere with, disrupt, or create an undue burden on the Services or the networks connected to them.
• Harass, intimidate, or threaten any of our employees, contractors, or agents.
• Copy, adapt, decompile, disassemble, or reverse engineer any software that is part of the Services, except as permitted by applicable law.
• Use the Services or the Tango Materials to build a competing product or service, or otherwise for any commercial purpose other than marketing your own practice.
• Sell, resell, or transfer your subscription or your access to the Services.

11Services Management

We reserve the right, but not the obligation, to (1) monitor the Services for violations of these Legal Terms; (2) take appropriate legal action against anyone who, in our sole discretion, violates the law or these Legal Terms, including reporting that person to law enforcement; (3) refuse, restrict access to, limit the availability of, or disable any Client Materials or content; (4) remove from the Services or disable files and content that are excessive in size or otherwise burdensome to our systems; and (5) otherwise manage the Services in a manner designed to protect our rights and property and to facilitate the proper functioning of the Services.

12Privacy Policy

We care about data privacy and security. Please review our Privacy Policy at https://tangomarketing.co/privacy-policy. By using the Services, you agree to be bound by our Privacy Policy, which is incorporated into these Legal Terms. The Services are hosted in the United States. If you access the Services from another region with laws governing personal data collection, use, or disclosure that differ from United States law, then by continuing to use the Services you are transferring your data to the United States and you expressly consent to have your data transferred to and processed in the United States.

13Suspension and Termination by Us

These Legal Terms remain in full force and effect while you use the Services. We may suspend or terminate your access to the Services, in our sole discretion and without liability, if you breach these Legal Terms, fail to pay fees when due, use the Services unlawfully, or engage in conduct that we believe harms us, our staff, other clients, or third parties. Termination for any of these reasons does not relieve you of amounts owed for the Initial Term or for Services already provided.

We may also end the Services for our own convenience on thirty (30) days' written notice. In that case, you owe nothing for periods after the termination date, and the unpaid balance of the Initial Term is waived.

If we terminate your Services for breach, you may not purchase the Services again under your own name, a fake or borrowed name, or the name of any third party without our written consent. In addition to suspending or terminating your Services, we reserve the right to take appropriate legal action, including pursuing civil, criminal, and injunctive relief.

14Modifications and Interruptions

We reserve the right to change, modify, or remove the contents of the Services at any time and for any reason in our sole discretion without notice. We have no obligation to update information on the Services. We will not be liable to you or any third party for any modification, price change, suspension, or discontinuance of the Services.

We cannot guarantee that the Services will be available at all times. We may experience hardware, software, or other problems or need to perform maintenance, resulting in interruptions, delays, or errors. We reserve the right to change, revise, update, suspend, discontinue, or otherwise modify the Services at any time without notice. You agree that we have no liability for any loss, damage, or inconvenience caused by your inability to access or use the Services during any downtime or discontinuance. Nothing in these Legal Terms obligates us to maintain and support the Services or to supply corrections, updates, or releases.

15Governing Law

These Legal Terms and your use of the Services are governed by and construed in accordance with the laws of the State of Wyoming applicable to agreements made and to be entirely performed within the State of Wyoming, without regard to its conflict of law principles.

16Dispute Resolution

Informal negotiations

To expedite resolution and control the cost of any dispute, controversy, or claim related to these Legal Terms (each a "Dispute" and collectively, the "Disputes") brought by either you or us (individually a "Party" and collectively the "Parties"), the Parties agree to first attempt to negotiate any Dispute (except those Disputes expressly excluded below) informally for at least thirty (30) days before initiating arbitration. Informal negotiations begin upon written notice from one Party to the other.

Binding arbitration

If the Parties are unable to resolve a Dispute through informal negotiations, the Dispute (except those Disputes expressly excluded below) will be finally and exclusively resolved by binding arbitration. You understand that without this provision, you would have the right to sue in court and have a jury trial. The arbitration will be commenced and conducted under the Commercial Arbitration Rules of the American Arbitration Association ("AAA"), which are available at the AAA website. Your arbitration fees and your share of arbitrator compensation will be governed by the AAA rules. The arbitration may be conducted in person, through the submission of documents, by phone, or online. The arbitrator will make a decision in writing but need not provide a statement of reasons unless requested by either Party. The arbitrator must follow applicable law, and any award may be challenged if the arbitrator fails to do so. Except where otherwise required by the applicable AAA rules or applicable law, the arbitration will take place in Wyoming. Except as otherwise provided here, the Parties may litigate in court to compel arbitration, to stay proceedings pending arbitration, or to confirm, modify, vacate, or enter judgment on the award entered by the arbitrator.

If for any reason a Dispute proceeds in court rather than arbitration, the Dispute will be commenced or prosecuted in the state and federal courts located in Sheridan, Wyoming, and the Parties consent to, and waive all defenses of lack of personal jurisdiction and forum non conveniens with respect to, venue and jurisdiction in those courts. Application of the United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transactions Act (UCITA) is excluded from these Legal Terms.

In no event may any Dispute brought by either Party related in any way to the Services be commenced more than one (1) year after the cause of action arose. If this provision is found to be illegal or unenforceable, neither Party will elect to arbitrate any Dispute falling within that portion of this provision, and such Dispute will be decided by a court of competent jurisdiction within the courts listed above, and the Parties agree to submit to the personal jurisdiction of that court.

Restrictions

The Parties agree that any arbitration will be limited to the Dispute between the Parties individually. To the full extent permitted by law, (a) no arbitration will be joined with any other proceeding; (b) there is no right or authority for any Dispute to be arbitrated on a class-action basis or to use class action procedures; and (c) there is no right or authority for any Dispute to be brought in a purported representative capacity on behalf of the general public or any other persons.

Exceptions to informal negotiations and arbitration

The Parties agree that the following Disputes are not subject to the provisions above concerning informal negotiations and binding arbitration: (a) any Dispute seeking to enforce or protect, or concerning the validity of, any intellectual property rights of a Party; (b) any Dispute related to, or arising from, allegations of theft, piracy, invasion of privacy, or unauthorized use; (c) any claim for injunctive relief; and (d) any claim by us to collect unpaid fees. If this provision is found to be illegal or unenforceable, neither Party will elect to arbitrate any Dispute falling within that portion of this provision, and such Dispute will be decided by a court of competent jurisdiction within the courts listed above, and the Parties agree to submit to the personal jurisdiction of that court.

17Corrections

There may be information on the Services that contains typographical errors, inaccuracies, or omissions, including descriptions, pricing, availability, and other information. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update the information on the Services at any time, without prior notice.

18Disclaimer and No Guarantee of Results

The Services are provided on an as-is and as-available basis. You agree that your use of the Services will be at your sole risk. To the fullest extent permitted by law, we disclaim all warranties, express or implied, in connection with the Services and your use of them, including the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

Marketing results depend on many factors outside our control, including your market, your niche, your profile and reputation, the actions of third-party platforms, and the responses of the people we contact on your behalf. We do not guarantee any particular number of connections, replies, leads, appointments, clients, assets, or revenue, or any other outcome, and no statement by us, whether in a proposal, a case study, a report, or a conversation, is a guarantee of results.

We make no warranties or representations about the accuracy or completeness of the Services' content or the content of any websites or applications linked to the Services, and we will assume no liability or responsibility for any (1) errors, mistakes, or inaccuracies of content and materials, including AI-generated drafts; (2) personal injury or property damage of any nature resulting from your access to and use of the Services; (3) unauthorized access to or use of our servers or any personal or financial information stored there; (4) interruption or cessation of transmission to or from the Services; (5) bugs, viruses, or similar code transmitted to or through the Services by any third party; (6) restriction, limitation, or suspension of any Third-Party Account, including your LinkedIn account or Google Business Profile; or (7) errors or omissions in any content or loss or damage of any kind incurred as a result of the use of any content posted, transmitted, or otherwise made available through the Services. We do not warrant, endorse, guarantee, or assume responsibility for any product or service advertised or offered by a third party through the Services or any linked website, and we will not be a party to or responsible for monitoring any transaction between you and any third-party provider.

19Limitations of Liability

In no event will we or our members, managers, directors, employees, contractors, or agents be liable to you or any third party for any indirect, consequential, exemplary, incidental, special, or punitive damages, including lost profit, lost revenue, loss of clients or prospects, loss of data, or loss of access to any Third-Party Account, arising from your use of the Services, even if we have been advised of the possibility of such damages. Notwithstanding anything to the contrary contained in these Legal Terms, our total liability to you for any cause whatsoever and regardless of the form of the action will at all times be limited to the amount paid, if any, by you to us during the six (6) month period prior to the cause of action arising. Certain U.S. state laws and international laws do not allow limitations on implied warranties or the exclusion or limitation of certain damages. If those laws apply to you, some or all of the above disclaimers or limitations may not apply to you, and you may have additional rights.

20Indemnification

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective members, managers, officers, agents, partners, contractors, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys' fees and expenses, made by any third party or any regulator due to or arising out of (1) your use of the Services; (2) content that you approved or allowed to be published, sent, or used; (3) your breach of these Legal Terms, including your obligations under Section 2 (Regulatory Compliance); (4) any breach of your representations and warranties in these Legal Terms; (5) your violation of the rights of a third party, including intellectual property, privacy, and publicity rights; (6) your violation of any law or regulation, including securities, insurance, advertising, and anti-spam laws; or (7) any action taken by a third-party platform against a Third-Party Account. Notwithstanding the foregoing, we reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us, and you agree to cooperate, at your expense, with our defense of those claims. We will use reasonable efforts to notify you of any such claim, action, or proceeding upon becoming aware of it.

21Electronic Communications, Transactions and Signatures

Visiting the Services, sending us emails, completing online forms, and approving content through our review pages constitute electronic communications. You consent to receive electronic communications, and you agree that all agreements, notices, disclosures, approvals, and other communications we provide to you electronically, by email or on the Services, satisfy any legal requirement that such communication be in writing. You agree to the use of electronic signatures, contracts, orders, approvals, and other records, and to electronic delivery of notices, policies, and records of transactions initiated or completed by us or through the Services. An approval submitted through our review pages, including a typed name and email address, is your electronic signature. You waive any rights or requirements under any statutes, regulations, rules, ordinances, or other laws in any jurisdiction that require an original signature or delivery or retention of non-electronic records, or that require payments or the granting of credits by any means other than electronic means.

22Non-Solicitation

During the term of your subscription and for twelve (12) months after it ends, you agree not to directly or indirectly solicit for employment or engagement, hire, or contract with any employee or contractor of ours who worked on your account, without our prior written consent. This restriction does not apply to a person who responds to a general job advertisement not targeted at our staff.

23California Users and Residents

If any complaint with us is not satisfactorily resolved, you can contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, California 95834 or by telephone at (800) 952-5210 or (916) 445-1254.

24Miscellaneous

These Legal Terms, together with any order form, proposal, or policy we provide to you or post on the Services, constitute the entire agreement and understanding between you and us regarding the Services. Our failure to exercise or enforce any right or provision of these Legal Terms will not operate as a waiver of that right or provision. These Legal Terms operate to the fullest extent permissible by law. We may assign any or all of our rights and obligations to others at any time. We will not be responsible or liable for any loss, damage, delay, or failure to act caused by any cause beyond our reasonable control, including the acts of third-party platforms. If any provision or part of a provision of these Legal Terms is determined to be unlawful, void, or unenforceable, that provision or part of the provision is deemed severable from these Legal Terms and does not affect the validity and enforceability of the remaining provisions. There is no joint venture, partnership, employment, or agency relationship created between you and us as a result of these Legal Terms or your use of the Services. You agree that these Legal Terms will not be construed against us by virtue of our having drafted them. You waive any and all defenses you may have based on the electronic form of these Legal Terms and the lack of signing by the parties. Sections 2, 4, 5, 8, 9, 15, 16, 18, 19, 20, 22, and 24 survive the end of your subscription.

25Contact Us

To resolve a complaint regarding the Services or to receive further information about the Services, please contact us at:

SMBGrowth, LLC
doing business as Tango Advisor Marketing
30 N Gould St Ste 7001
Sheridan, WY 82801
United States
[email protected]