DISCLOSURE:
Please inform your advisor immediately if there is a material change in your investment objective or financial situation.

ReportViewer has been developed for the convenience of clients of Lockwood Advisors, Inc. Use of this system is limited to those who have been authorized by Lockwood Advisors, Inc.. Any actual or attempted unauthorized access to the system may result in criminal and/or civil prosecution to the fullest extent permitted by law. Lockwood Advisors, Inc. reserves the right to monitor and record all activity on the system. Any information obtained by review or monitoring of the system may be subject to review by law enforcement organizations in connection with the investigation of possible criminal activity on the system. If you are not an authorized user of ReportViewer, or if you do not consent to continued monitoring of activity on the system, please exit the system now.

The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by Lockwood Advisors, Inc. or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information by writing to us at Lockwood Advisors, Inc. , 760 Moore Road, King of Prussia, PA 19406.

ADDITIONAL DISCLOSURE:

Lockwood Advisors, Inc. (“We” or “Us”) is a federally registered investment adviser. Lockwood Advisors, Inc. provides investment advisory services and may act as program sponsor. For more information about Lockwood Advisors, Inc. , its programs and services, please refer to its Form ADV Part II, which may be obtained by contacting Lockwood Advisors, Inc. at 610-382-7700, or by writing to 760 Moore Road, King of Prussia, PA 19406.

TERMS AND CONDITIONS

At our discretion, Lockwood Advisors, Inc. provides you with services including, but not restricted to, information services. You agree to comply with the conditions imposed on your use of the services, as set out in these Terms and Conditions. These services may be outside our control or provided by a third party in which case We cannot take responsibility for their content, or for any delays, interruptions or errors in the provisions of these additional services, provided We have exercised reasonable care and diligence in the selection of such providers
Certain data accessible on our Internet site is the intellectual property of the relevant information services provider or third parties that provide such data to the relevant service provider, or Lockwood Advisors, Inc.. The data is protected by copyright and other intellectual laws and all ownership rights remain with the information service provider, or the third party, or Lockwood Advisors, Inc., as the case may be.
You may only use the data retrieved from our Internet site for uses permitted in your agreement with Lockwood Advisors, Inc. (the “Agreement”). Such use will also be in accordance with these Terms and Conditions and the requirements set out elsewhere on our Internet site. You may not copy, distribute or redistribute the data, including by caching, framing or similar means or sell, resell, re-transmit or otherwise make the data retrieved from our Internet site available in any manner to any third party, unless such use is permitted by the Agreement.
The data is provided "as is." Neither Lockwood Advisors, Inc. nor any third party shall be liable to you or any third party for any loss or damage, direct, indirect or consequential, arising from (i) any inaccuracy or incompleteness in, or delays, interruptions, errors or omissions in the delivery of the data or any other information supplied to you through this Internet site or (ii) any decision made or action taken by you or any third party in reliance upon the data. None of Lockwood Advisors, Inc. or any third party shall be liable for loss of business revenues, lost profits or any punitive, indirect, consequential, special or similar damages whatsoever, whether in contract, tort or otherwise, even if advised of the possibility of such damages incurred by you or any third party.
Where the information consists of pricing or performance data, the data contained therein has been obtained from sources believed reliable. Data computations are not guaranteed by any information service provider, third party or Lockwood Advisors, Inc. or any of our affiliates and may not be complete. None of Lockwood Advisors, Inc., any information service provider, or third party give any warranties, as to the accuracy, adequacy, quality or fitness, timeless, non-infringement, title, of any information for a particular purpose or use and all such warranties are expressly excluded to the fullest extent that such warranties may be excluded by law. You bear all risk from any use or results of using any information. You are responsible for validating the integrity of any information received over the Internet.
Transmission for information over the Internet may be subject to arbitrary delays beyond our control, which may delay the provision of our services and the execution of your orders. You acknowledge that none of Lockwood Advisors, Inc., any information service provider or third party will be liable to you or any third party for any losses arising from such delay.
In no event will Lockwood Advisors, Inc., any information provider or third party be liable for any consequential loss including but not limited to special, incidental, direct or indirect damages resulting from delay or loss of use of our Internet services. We are not responsible for any damage to your computer, software, modem, telephone or other property resulting from your use of our services.
In the event of a conflict between the terms set forth in the Agreement and those set forth in these Terms and Conditions, the terms set forth in the Agreement will control.
 
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