LEGAL TERMS, DISCLAIMERS, AND DATA HANDLING

Last Updated: JULY 15, 2025

This website and all associated research reports, financial models, communications, and materials are the intellectual property of World Class Research Equity Valuation LLC, a United States - registered limited liability company based in Arizona. By accessing this website, submitting a request, or making payment, you agree to the following legally binding terms.

1. No Investment Advice

All research reports, models, and commentary provided by World Class Research Equity Valuation LLC are strictly for institutional informational and analytical use.

“Nothing on this site or in any provided materials should be construed as investment advice, a solicitation, or a recommendation to buy, hold or sell any security or financial instruments.”

World Class Research Equity Valuation LLC is not a registered investment advisor, broker-dealer, or fiduciary. We do not provide personalized investment advice and accept no liability for investment decisions made by clients.

All investment and financial decisions are made solely at the discretion and responsibility of the client.”

2. No License or Ownership Granted

All research reports, Excel financial models, valuation frameworks, methodologies, and related intellectual work are protected under U.S. copyright law © and common law trademark rights ™.

Clients do not receive any ownership, publication rights, or commercial usage license.

By purchasing a report, clients are granted a limited, non-transferable, non-exclusive right to use the deliverables strictly for internal institutional analysis.
Redistribution — whether physically (printed), electronically (email, storage devices), or digitally (cloud platforms, internal databases, portals, apps) — is strictly prohibited.

Reproducing, adapting, translating, reselling, sublicensing, publishing, disclosing, or sharing — in full or part — without explicit written permission from World Class Research Equity Valuation LLC is a violation of these terms and may lead to legal action.

3. Payment & Refund Terms

Payment Terms: All research services, including equity research reports with financial models, require full payment of USD $50,000 before access is granted.

Payment Options: Payments are accepted via wire transfer or ACH to our business bank account with Mercury. No third-party processors are needed.

Invoice Requests: Clients may request an invoice by contacting us at contact@worldclassresearchequityvaluation.com.

Non-Refundable: All payments are final. By submitting payment, clients confirm agreement to these terms.

Access to Materials: Upon receipt of full payment, clients can receive the complete equity research report and Excel financial model via secure email links or approved access.

4. Forecast Uncertainty

All financial projections, valuation outputs, and scenario forecasts are based on publicly available data and reasonable institutional assumptions at the time of research production.

Forecasts are not guarantees. Market dynamics, macroeconomic shifts, or company-specific developments may cause results to differ from projections. Clients understand that all model outputs and price targets involve uncertainty.

5. Limited Liability

The total cumulative liability of World Class Research Equity Valuation LLC — whether arising from contract, negligence, tort, or any other legal theory — is strictly limited to the amount paid by the client for the specific report purchased.

Under no circumstances shall we be liable for any indirect, incidental, consequential, special, or punitive damages — including loss of capital, opportunity, profits, data, business interruption, or goodwill — even if advised of such risks.

6. No Class Actions

Clients agree to waive any right to participate in class actions, collective arbitration, or representative legal actions against World Class Research Equity Valuation LLC.

Any dispute must be resolved individually.

7. Jurisdiction & Governing Law

These terms are governed by and construed in accordance with the laws of the State of Arizona, United States.

Any legal claims or disputes shall be subject to the exclusive jurisdiction of the courts located in Maricopa County, Arizona.

Arbitration Clause

Any claim, controversy, or disagreement arising from or relating to the research services provided by World Class Research Equity Valuation LLC shall be resolved exclusively through binding arbitration under the rules of the American Arbitration Association (AAA). The place of arbitration shall be New York, New York, USA. It shall be conducted in English. The arbitral award shall be final and binding on all parties, and judgment may be entered in any court of competent jurisdiction. Each party shall bear its own costs and fees associated with the arbitration, unless otherwise determined by the arbitrator.

8. Events Beyond Our Control

World Class Research Equity Valuation LLC shall not be held liable for any failure or delay in performing services due to events beyond our control, including but not limited to:
natural disasters, internet or power outages, government regulations, pandemics, cyber incidents, or war.

9. Clickwrap Binding Agreement

By checking the agreement box and submitting any request form on this website, you confirm that you have read, understood, and agreed to these legal terms.

This constitutes a binding “clickwrap” agreement enforceable under U.S. contract law. You affirm that you are authorized to act on behalf of your organization and accept all legal obligations outlined herein.

10. Copyright & Trademark

All research content, models, report layouts, formulas, forecasting structures, templates, brand assets, and visual elements — including those delivered in PDF and Excel formats — are the exclusive intellectual property of World Class Research Equity Valuation LLC.

They are protected under U.S. Copyright Law © and common law trademark rights ™.

Unauthorized copying, reproduction, transmission, rebranding, public use, scraping, or integration into internal systems is prohibited and may result in legal action.

11. Owners, Founder, Personnel & Asset Protection

All liability protections in this disclaimer apply not only to the business entity but also extend to its:

Owners, Founder and CEO, Employees
Team members and contractors
Technology, Physical and intellectual assets

No personal liability is assumed by any individual associated with the business.

HOW WE HANDLE YOU DATA

Effective Date: JULY 15, 2025

This document outlines how World Class Research Equity Valuation LLC (“we,” “our,” or “the firm”) gathers, applies, safeguards, and manages personal and professional inputs you provide through our website, communications, and services. By interacting with our firm, you agree to the practices and protocols detailed in this document.

1. What We Gather

We collect the following categories of records when you visit our site or submit requests:

Identity and contact details: Name, business name, professional title, email address, phone number, business address
Service-related specifics: Sector focus, company analysis interests, or services you inquire about
Technical identifiers: IP address, browser version, operating system, device details, and referral links
Site usage history: Pages accessed, session duration, forms submitted, and messages sent
Payment method references: Billing details provided at checkout. While credit cards, debit cards, or bank wire transfers may be used, we do not store or retain full payment credentials. All payments are handled securely via recognized third-party platforms (e.g., Stripe, PayPal, or banking institutions)

2. How We Gather It

We obtain this input in the following ways:

Direct input from you via site forms, emails, or when you place an order
Automatically using site tools like cookies and secure logging systems
Through secure verification from trusted platforms during checkout
From professional interactions associated with documentation, service quotes, or requests

3. Purpose of Collection

We request and use your records for specific, legitimate uses only:

To respond to formal inquiries
To create and send billing notices, confirmations, and supporting service material
To fulfill requested services and track firm activities
To keep website function stable and usable
To meet all governing legal, tax, and administrative standards
To protect our platform from unauthorized access, misuse, or threats
To analyze general trends for internal refinement

We limit collection to what is relevant and aligned with the goals above.

4. How It’s Applied

We apply this material to:

Support professional client communication
Build records such as research reports, invoices, and agreements
Confirm submitted orders and uphold commitments
Maintain accurate archives aligned with firm operations
Enhance loading speed, access paths, and technical consistency of our website
Provide follow-up relevant to earlier submitted inquiries

We do not trade, lease, or disclose any personal or business identifiers for unrelated purposes.

5. Controlled Access

We may permit limited and secure access to your information only under specific circumstances, as outlined below:

Authorized Service Providers: Information may be accessed by verified third parties such as secure payment processors, legal professionals, or compliance experts, strictly for fulfilling necessary services related to your request or account.
Legal Compliance: If required by law, regulation, court order, audit, or legitimate governmental inquiry, we will comply only to the extent required.
Structural Business Changes: In the event of a merger, acquisition, reorganization, or similar structural event, your information may be part of the assets reviewed or transferred — but always under enforceable confidentiality obligations.
Restricted Use Requirement: All external parties permitted access must agree in writing to use the information solely for their specific role and for no other purpose.

Such access is reviewed periodically to ensure continued compliance with firm standards

6. Retention Timeline

We hold only what is required:

Client records and related documentation are retained for a minimum of seven (7) years, or longer if U.S. regulations require
Visitor logs and technical metrics are held for up to 2 years
Records associated with one-time form use may be deleted after one year unless laws require longer archival

Where applicable laws permit, you may request access to, correction of, or removal of your data.”

7. Your Rights

Where permitted by your region, including the U.S. and European Union (GDPR standards), you may:

Ask for a summary of what we retain
Request changes to ensure accuracy
Request limited removal
Request limited handling or use of certain details
Express concerns with regulatory bodies if needed

8. International Transfers

We are headquartered in the United States and serve global clients. If you are based outside the U.S., including in the European Economic Area (EEA) or United Kingdom, please note:

Your material may be routed to and stored using U.S.-based servers
We use industry-standard encryption, contractual safeguards, and lawful handling practices consistent with U.S. federal privacy protections and the General Data Protection Regulation (GDPR)
Cross-border access is protected through secure layers and structured architecture

9. Cookies and Usage Tools

Our website uses basic online tracking technologies to:

Evaluate performance and user experience
Ensure continuous session security
Resolve loading issues and improve access

We do not use tracking for commercial advertising. You may limit or disable cookies via your browser settings at any time.

10. How We Keep It Protected

To secure this material, we use the following measures:

SSL encryption on all communication that occurs through our website
Use of payment systems that are certified under the Payment Card Industry Data Security Standard (commonly known as the standard for handling cardholder data), operated by independent and qualified third-party platforms
Technical safeguards including monitored firewalls and login access controls
Access restricted exclusively to approved members of the firm
Ongoing internal reviews, data backups, and regular security audits

If any unauthorized access or compromise of confidentiality occurs, all impacted parties will be informed as required under applicable legal frameworks.

11. Contact

To ask questions, raise concerns, or initiate rights under this document, please use the following contact information:

World Class Research Equity Valuation LLC
Registered U.S. Business
Email: contact@worldclassresearchequityvaluation.com

12. Revisions

This document may be revised periodically to reflect legal changes or business developments. Any changes reflect in the effective date noted above. The latest version remains accessible through our website.

LEGAL TERMS, DISCLAIMERS, AND DATA HANDLING

1. No Investment Advice

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2. No License or Ownership Granted

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3. Payment & Refund Terms

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4. Forecast Uncertainty

​

5. Limited Liability

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6. No Class Actions

​

7. Jurisdiction & Governing Law

​

8. Events Beyond Our Control

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9. Clickwrap Binding Agreement

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10. Copyright & Trademark

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11. Owners, Founder, Personnel & Asset Protection

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HOW WE HANDLE YOU DATA

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1. What We Gather

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2. How We Gather It

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3. Purpose of Collection

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We request and use your records for specific, legitimate uses only:

To respond to formal inquiries

To create and send billing notices, confirmations, and supporting service material

To fulfill requested services and track firm activities

To keep website function stable and usable

To meet all governing legal, tax, and administrative standards

To protect our platform from unauthorized access, misuse, or threats

To analyze general trends for internal refinement

We limit collection to what is relevant and aligned with the goals above.

​​

4. How It’s Applied

​

We apply this material to:

Support professional client communication

Build records such as research reports, invoices, and agreements

Confirm submitted orders and uphold commitments

Maintain accurate archives aligned with firm operations

Enhance loading speed, access paths, and technical consistency of our website

Provide follow-up relevant to earlier submitted inquiries

​