Legal Disclaimer

HILLIARD LYONS TRUST COMPANY, LLC PROVIDES ALL INFORMATION AND MATERIALS ON THIS WEBSITE SUBJECT TO THE FOLLOWING TERMS AND CONDITIONS. IF THESE TERMS AND CONDITIONS ARE NOT ACCEPTABLE IN FULL, YOU MUST IMMEDIATELY TERMINATE YOUR USE OF THIS SITE.

Content of Hilliard Lyons Trust Company’s Internet Site
Hilliard Lyons Trust Company, at our discretion, provides you with services including, but not restricted to, news and information services. You agree to comply with the conditions imposed on your use of the services, as set forth below and elsewhere in our Internet site. 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 provision 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 news and information services provider or third parties that provide such data to the relevant service provider, or us. 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 Hilliard Lyons Trust Company, as the case may be.

You may only use the data retrieved from our Internet site for your own personal and non-commercial purposes while accessing 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.

Prohibited Use
As a condition of your use of this Internet site, you agree you will not use the Internet site for any purpose that is unlawful or prohibited by the applicable terms and conditions. You may not use the Internet site in any manner which could damage, disable, overburden, or impair the Internet site or interfere with any other party’s use of the Internet site. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through this Internet site.

Modifications to the Site and to the Terms and Conditions
Hilliard Lyons Trust Company reserves the right at any time to modify or discontinue on a temporary or permanent basis the operation of this Internet site and/or any information, products and/or services available on this Internet site without notice.

Hilliard Lyons Trust Company also reserves the right at any time to modify these Terms and Conditions and any other applicable terms and conditions to your use of this Internet site. It is your responsibility to review these Terms and Conditions and any other notices on the Internet site on a regular basis to identify any modifications. Your continued use of this Internet site serves as your acknowledgement and agreement to observe the applicable Terms and Conditions.  Hilliard Lyons Trust Company does not have any obligation to notify you or any changes made to the Terms and Conditions of this Internet site, other than in the manner described. 

Disclaimer and Limitation of Liability
HILLIARD LYONS TRUST COMPANY AND ITS DATA PROVIDERS ACCEPT NO RESPONSIBILITY FOR AND MAKE NO WARRANTIES OF ANY KIND REGARDING THE SUITABILITY, COMPLETENESS, AVAILABILITY, TIMELINESS, OR ACCURACY OF THE INFORMATION AVAILABLE ON OR THROUGH THIS INTERNET SITE AND CANNOT ASSUME OR BE RESPONSBILE FOR ANY FINANCIAL RESULTS BASED ON THE USE OF SUCH INFORMATION.

THE DATA IS PROVIDED "AS IS." WE OR ANY THIRD PARTY SHALL NOT 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. NEITHER HILLIARD LYONS TRUST COMPANY NOR 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 US OR ANY AFFILIATES AND MAY NOT BE COMPLETE. NEITHER HILLIARD LYONS TRUST COMPANY NOR ANY INFORMATION SERVICE PROVIDER NOR OTHER 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 OF 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 NEITHER HILLIARD LYONS TRUST COMPANY, ANY INFORMATION SERVICE PROVIDER NOR ANY THIRD PARTY WILL BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY LOSSES ARISING FROM SUCH DELAY.

IN NO EVENT WILL HILLIARD LYONS TRUST COMPANY, ANY INFORMATION PROVIDER OR ANY 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.

IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE INTERNET SITE, OR WITH ANY OF THESE TERMS AND CONDITIONS OF USE OF THE SITE, YOUR SOLE AND EXCLUSE REMEDY IS TO DISCONTNUE USING THIS SITE.

No Tax or Legal Advice
 Hilliard Lyons Trust Company does not provide tax or legal advice.  Nothing on this site is intended or written to be used, and it cannot be used, for the purpose of avoiding any penalty that may be imposed by the Internal Revenue Service.

 

Important Information About Your Statement

Portfolio Positions Price: Security prices are obtained from sources we deem reliable but we cannot guarantee their accuracy or availability. Such prices may or may not reflect the actual market. (N/A is used when prices are not available).    Prices for certificates of deposit represent the value at maturity, which may be higher or lower than liquidation value.  

Please note that certain assets, such as non-publicly traded or infrequently traded securities or partnerships may be illiquid and the value may have been provided to us by third parties who may or may not be independent of the issuer or manager.

For a current quote on a security, please consult your Portfolio Manager.

Tax Information: Your statement is prepared for information purposes only and should not be used for tax preparation without the assistance of your tax advisor and your year ending 1099 form. Federal law subjects you to withholding and/or penalties if you fail to provide us your Social Security or Employer Identification Number.

We use tax cost to calculate the cost of your portfolio. When this information is not available for all assets, your portfolio’s tax cost may be understated. All unrealized gain/loss information is based on tax cost. When this information is not available for all assets, your portfolio’s unrealized gain or loss may be misstated.   To determine if we have tax cost information for all your assets, call your Trust Administrator.

Investment Objective: Please advise your Portfolio Manager promptly of any material change in your investment objectives or financial situation or if you wish to impose or modify any reasonable restrictions on the management of your account.

Errors and Inquiries: We will consider your statement correct unless we receive a written inquiry from you about any suspected errors within 10 calendar days of the mailing of the statement to you. It is your responsibility to review your statement promptly and to seek immediate clarification about entries you do not clearly understand. All correspondence should include: (1) Your name and account number; (2) The date of the entry in question; (3) A complete description of the entry and why you feel that the entry may be in error; and (4) The dollar amount of the entry in question.

About your account: The securities in this account, including shares of mutual funds, are not bank deposits. These securities are not guaranteed by any bank, the FDIC does not insure them nor does any government agency or government-sponsored agency of the federal government or any state. Securities involve investment risks including the possible loss of the amount invested.

In addition, the shares of any mutual fund in this account are not obligations of any bank, nor are they issued or endorsed by any bank or guaranteed by the FDIC or any other government agency or government-sponsored agency of the federal government or any state.  Prospectuses and/or annual reports for funds held in your account are always available.  Please contact your Portfolio Manager for further information.

Statute of Limitations: State law may require that an action for breach of trust based on matters in this statement be commenced within a certain period after receipt of the statement. Based on the state whose law governs the trust, the limitation period is: Alabama within 2 years of mailing, Arkansas within 1 year of mailing, Florida within 6 months of receipt, Georgia within 2 years of receipt, Illinois within 3 years from date furnished, Indiana within 3 years of receipt, Kentucky within 1 year of mailing, Michigan within 1 year of mailing, Missouri within 1 year of mailing, Ohio within 2 years of mailing, Pennsylvania within 30 months of mailing, South Carolina within 1 year of mailing, Tennessee within 1 year of mailing, Virginia within 1 year of mailing, and West Virginia within 1 year of mailing. Please consult your attorney with further questions.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.