6. To execute your wealth plan we work with third-party, unaffiliated specialists in the areas of Tax, Insurance and Trust & Legal Services. Founders Circle Capital is a third party and not affiliated with SVB or SVB Investment Services, Inc. Silicon Valley Bank does not have a direct relationship with Founders Circle Capital (FCC) and has no responsibility or affiliation. Silicon Valley Bank, as a member of SVB Financial Group, has an indirect financial interest in FCC and, as a result, has an indirect interest in making client referrals to FCC. FCC is a registered investment advisor and is not a bank or member of the Federal Reserve System.
7. All companies listed throughout this document, outside of Silicon Valley Bank and the related entities, non-bank affiliates and subsidiaries listed on this “Disclaimer” page are independent third parties and are not affiliated with SVB Financial Group.
8. SVB Asset Management, a registered investment advisor, is a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. SVB Securities is a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Member FINRA and SIPC.
9. SVB Investment Services is a registered investment advisor, non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group.
10. Wealth planning and investment and stock option strategies are provided through SVB Investment Services, Inc., a registered investment advisor, and non-bank affiliate of Silicon Valley Bank.
11. Foreign exchange transactions can be highly risky, and losses may occur in short periods of time if there is an adverse movement of exchange rates. Exchange rates can be highly volatile and are impacted by numerous economic, political and social factors as well as supply and demand and governmental intervention, control and adjustments. Investments in financial instruments carry significant risk, including the possible loss of the principal amount invested. Before entering any foreign exchange transaction, you should obtain advice from your own tax, financial, legal and other advisors and only make investment decisions on the basis of your own objectives, experience and resources.
12. Any predictions are based on subjective assessments and assumptions. Accordingly, any predictions, projections or analysis should not be viewed as factual and should not be relied upon as an accurate prediction of future results.