Draft counsel language

Legal library

Effective September 14, 2026. Last updated September 14, 2026.

LEGAL PLACEHOLDER. This language is draft counsel text for a demonstration product of Vital Investment Management, LLC. It is not legal advice, is not an opinion of counsel, and is not in force until the firm's CCO and named counsel adopt it.

These documents treat Vital Introductions as a service of Vital Investment Management, LLC, an SEC-registered investment adviser in Loveland, CO (CRD 300811). They are still placeholders until the CCO adopts them. Registration is a fact, not an SEC approval.

• Important disclosures

  Regulatory status, compensation conflicts, promoter issues, and what this introduction service is not.

• Terms of Use

  The contract terms for requesting an introduction. Submitting the questionnaire does not create an advisory relationship.

• Privacy Policy

  What we collect to consider an exclusive introduction, how we share it with at most two advisors, and the privacy rights we honor in this draft.

• Cookie and measurement notice

  How measurement cookies work if Google tags are configured, and how that choice stays separate from email or SMS consent.

• Communications and TCPA notice

  How email, SMS, and measurement consent are separated. SMS consent is optional and is not a condition of using the service.

• Advisor participation and promoter notice

  Invitation-only terms if an unaffiliated firm is later considered. The service operates through Vital Investment Management, LLC.

• Complaints and escalation

  How to complain to Vital Investment Management, LLC, and where regulators sit.