14 September 2022

Terms and Conditions of Use

The terms and conditions of use set forth below apply to this website located at www.nisi.net (the “Site”) are effective as of September 14, 2022. By using the Site, you acknowledge that you read, understood and agreed to these terms and conditions of use. If you do not agree to these terms and conditions of use, we do not authorize you to access or use the Site. National Investment Services and its affiliates (“NIS,” “us,” “our,” or “we”) reserve the right, at our discretion, to change, modify, add or remove portions of these terms and conditions at any time and for any reason. We suggest that you review these terms and conditions periodically for amendments.

Not an Offer or Solicitation of an Offer

This Site is for informational purposes only and does not constitute a complete description of our investment services or products. This Site is limited to the dissemination of general information about the services provided by NIS. This Site and the information contained herein do not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation of an offer to buy any securities, financial instruments, or investment funds sponsored or managed by NIS in any jurisdiction. Any such offer or solicitation can and will be made only in jurisdictions in which such an offer is lawful and only to persons who meet the requisite suitability and sophistication requirements.

This information is not intended to be used as the primary basis of investment decisions and because of specific client or investor objectives, it should not be construed as advice designed to meet the particular investment needs of any client or investor. An investment in an investment fund sponsored or managed by NIS will be suitable only for certain sophisticated investors who do not need immediate liquidity in their investment. Nothing contained on this Site constitutes investment, legal, tax or other advice, nor is to be relied on in making an investment or other decision.

Investment Risk; Statistics and Data

NIS makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is a potential for profit, there is also the possibility of loss. Certain of NIS’s strategies involve investments that are illiquid, are subject to a substantial risk of loss and are not suitable for many clients or investors.

The financial and statistical data contained on this Site is estimated, unaudited, based on certain assumptions, and is subject to change without notice. During a portion or all of the periods for which statistics are referenced on this Site, the U.S. markets generally experienced a prolonged bull market, and clients and potential clients should consider the potential impact of this when assessing any statistical information.

Hyperlink Policy

This Site may include ‘links’ to other Internet addresses. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of NIS. NIS does not endorse, approve, certify, or control these external Internet websites and does not guarantee or assume responsibility for the accuracy, completeness, efficacy or timeliness of information located at such websites, nor does NIS warrant that such websites are free from claims of copyright, trademark, or other infringement of the rights of third parties or that such websites or content are devoid of viruses or other contamination. NIS is not responsible for the privacy practices of third party websites.

Use of any information obtained from such websites is voluntary, and at your own risk, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by NIS. You acknowledge and agree that we have no responsibility for the information, content, products, services, advertising, code or other materials which may or may not be provided by or through such other sites.

Furthermore, you agree not to link any websites to this Site without the express prior written consent of NIS. Requests to display hyperlinks on your website to this Site should be emailed to Natalie Abbott, CCO at natalie.abbott@willowtreeconsultancy.com.

Electronic communications can be intercepted by third parties and, accordingly, use of this Site may not be secure. NIS makes no warranty to you regarding the security of the Site.

Unauthorized Use

You may not use any hardware or software intended to damage or interfere with the proper working of the Site or to surreptitiously intercept any system data or personal information from the Site.

You agree not to interrupt or attempt to interrupt the operation of the Site in any way.

You agree not to use this Site in any manner that could create impression of affiliation, sponsorship or endorsement by NIS.

Forward-Looking Statements

Certain information contained on this Site may constitute forward-looking statements which can be generally identified by the use of language such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “believe,” or comparable terminology. Due to various risks and uncertainties, actual events or the consequences of such events may differ materially from those reflected or contemplated in such forward-looking statements.


The information provided on this Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law or regulation or which will subject NIS to any registration requirement within such jurisdiction or country.

Information “As Is”

The information provided on this Site is provided “AS IS” and without warranties of any kind, either expressed or implied. To the fullest extent permissible pursuant to applicable law, NIS disclaims all warranties, including, but not limited to, any warranty of non-infringement of third-party rights and any implied warranties of merchantability and fitness for a particular purpose.

NIS does not assume any obligation to update the information and data on this Site and does not guarantee that it is accurate, current, valid, complete or suitable for any particular purpose.


By using this Site, you agree that we will not be liable to you as a result of your use of this Site or the information contained herein, and by using this Site you agree to indemnify and hold us harmless from and against all damages, liabilities, claims, losses, costs or expenses (including reasonable attorneys’ fees) we incur relating to your use of this Site.