I understand that this Agreement ("Agreement") between Invesco and me states the terms and conditions of my use of Invesco's online services (the "Services"). The Services generally allow me to access my Private College 529 Plan accounts and/or enter purchase, redemption and exchange transactions.
I shall be the only authorized user of the Services under this Agreement for my personal use. I agree not to re-disseminate any information obtained under this agreement in any manner to third parties without the express written consent of Invesco. I shall be responsible for the confidentiality and use of my password(s) and other security data, methods and devices. I understand that I shall be solely responsible for all transaction requests electronically transmitted using my passwords and other security data. I accept full responsibility for the monitoring of my account. I agree that Invesco shall not be under a duty to inquire as to the authority or propriety of any instructions given to Invesco by me or via my user ID and/or password, and shall be entitled to act upon any such instructions; and Invesco will not be liable for any loss, cost, expense or other liability arising out of any such instructions.
I understand that all transaction requests placed through the Services are at my sole risk and responsibility. I agree that any transaction requests given by me and any information furnished to me by use of the Services shall be subject to the following terms and conditions: If a transaction has been placed through the Services and I have not received an accurate written confirmation within five (5) business days, I shall immediately notify Invesco. If there is a discrepancy in any account balance reported to me by Invesco I shall immediately notify Invesco.
If there is any other type of discrepancy or suspicious or unexplained occurrence relating to the Services or my account I shall immediately notify Invesco.
All notifications to Invesco pertaining to this Agreement shall be directed to:
Invesco Distributors Inc.
P.O. Box 5270
Denver, CO 80217-5270
or by calling 1.800.959.4246
I shall immediately notify Invesco if my user ID and/or password I use with the Services are lost or stolen or if there is unauthorized use of my user ID and/or password.
If I fail to notify Invesco when any of the above conditions occur, neither Invesco nor any of its employees, agents, affiliates, subsidiaries, control persons, or its parent, nor any third parties, can or will have any responsibility or liability to me or to any other person whose claim may arise through me for any claims with respect to the handling, mishandling, or loss of any transaction. Notwithstanding my notification to Invesco, Invesco shall not be liable for any losses related to the Services except as expressly set forth in this Agreement. I understand that Invesco shall not be deemed to have received any transaction electronically transmitted by me until Invesco has acknowledged to me that the transaction has been received by Invesco. I accept full responsibility for the monitoring of my account.
I understand that all transactions placed through the Services are at my sole risk and responsibility. I agree that neither Invesco nor any third party working with Invesco to provide services hereunder shall be responsible for any damages caused by communications line failure, unauthorized access, theft, systems failure, and other occurrences beyond its reasonable control. I agree to provide all telephone and other equipment to access the Services and I will be solely responsible for paying all charges related thereto. I am aware that, at times, the Private College 529 Plan website may be inaccessible or its transaction features may be unavailable.
I expressly acknowledge and agree that the use and storage of any information, including without limitation, transaction activity, account balances, and any other information or orders available through use of the Services is at my sole risk and responsibility. NEITHER INVESCO NOR ANY THIRD PARTY MAKES ANY REPRESENTATIONS OR WARRANTIES EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE IN RESPECT OF THE SERVICES OR ANY INFORMATION PROGRAMS OR PRODUCTS OBTAINED FROM, THROUGH, OR IN CONNECTION WITH THE SERVICES. IN NO EVENT WILL INVESCO OR ANY THIRD PARTY BE LIABLE FOR DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN OR USE OF THE SERVICES.
By entering a transaction online, I certify that I am of legal age and capacity and am authorized to do so. I have read the current plan disclosure statement for the Private College 529 Plan and agree to be bound by its terms and conditions. If other family members in my household have accounts with the Plan, I agree that Invesco may send a single copy to our household of the Plan's updated disclosure statement or other information that is required to be delivered. I agree to notify Invesco by phone, in writing or by email if I wish to receive a separate copy of these materials.
To the extent that any Services use Internet, wireless or related electronic or similar services to transport data or communications, Invesco will take reasonable security precautions, but Invesco disclaims any liability for interception of any such data or communications. Invesco shall not be responsible for, and makes no warranties regarding, the access, speed or availability of such services.
I agree that Invesco may modify, change, or discontinue the Services in whole or in part, at any time. I agree that Invesco may immediately terminate its provision of the Services to me if I breach this Agreement, if I have jeopardized the proper and efficient operation of the Services, or if I engage in activity which is contrary to Invesco's policies. Any unauthorized use of the Services, whatsoever, shall result in automatic termination of this Agreement.
Any modification, change or notification of termination will be posted by Invesco on its website.