LLC IRA Facilitation Terms & Conditions
These Terms & Conditions are to clarify the nature and extent of the more significant implications that underlie this or any consulting engagement entered between the signor of the enclosed application (hereafter referred to as ‘Client’ and Perpetual Assets.
Scope of Agreement
Perpetual Assets is a retirement account facilitator which provides services based on information furnished by the Client. Services provided are fee based for the production of specified documents and provided related services. These services include document production, account set-up, assistance in the funding of transfers and rollovers, and obtaining a federal tax identification number. Email customer support is also available. The fee does not include any State LLC filing fees for articles of organization. Specific cases may require Perpetual Assets to refer the Client to a specialized tax advisor or legal practice qualified to render an opinion.
Limitations on Scope of Services
All information provided by Perpetual Assets to Client regarding legal or tax topics related to this Agreement are for informational purposes only and should not be construed as a legal opinion or forming an attorney-client relationship. Fees paid do not include expedite fees, establishment and/or annual maintenance fees with the Administrator, Secretary of State filing fees or franchise taxes.
It is the Client’s responsibility to provide complete and accurate representations to Perpetual Assets. The Client understands that Perpetual Assets has no duty to monitor additional actions by the Client in regards to their retirement account(s) or reporting obligations in the future. Client acknowledges the retirement plan being established is a LLC IRA which the Client is solely responsible for the investments that are made. Perpetual Assets will not be held liable for the success or failure of investments made within the Client’s retirement account. The Client is responsible for payment of ongoing maintenance fees with the Administrator and Secretary of State to ensure the retirement account and LLC, which are both critical to the LLC IRA structure, remain in place. Throughout the set-up process, the Client is responsible for timely completing and returning account paperwork. Failure to do so within 10 business days may prevent Perpetual Assets from completing the account set-up process and would be deemed a material breach of this Agreement. Client verifies receipt of this Engagement Agreement via their completion of application & payment of fees.
When you interact with the Website, we will collect information that you enter or send to us electronically. This includes when you complete a web form to give your personal data to us directly such as a “Contact Us” inquiry, an application or subscription to email lists. The type of data we collect depends on the nature of your inquiry or application, and includes your name, contact details, and other personal and/or account data.
We use data provided by clients (usernames, email address, billing information, and account data) to provide you with our products and/or services, to contact you regarding use of our products and/or Services and/or the Website or to notify you of important changes to our products and/or Services and/or the Website.
We will use your email to send you occasional information about new products and services, upcoming events, media interviews or other promotions. You may opt-out of receiving such emails by following the instructions contained in each email we send you. We may also use your phone number to contact you directly by phone, in connection with new products and services, upcoming events or other promotions.
Third parties who provide services to us may have access to your personal data: including hosting and cloud computing service providers, providers of CRM, marketing and software solutions providers of background check. Consistent with our instructions, these parties may access, process or store client data in the performance of their duties to us and only in order to perform the services we have
hired them to provide.
We may disclose client data when required to do so by law, such as to comply with a subpoena, bankruptcy proceedings, or similar legal process, or in response to lawful requests by public authorities, including to meet national security or law enforcement requirements, or when we suspect that disclosure is necessary to protect the property or rights of Perpetual Assets, third parties, or the public at
We take reasonable administrative and technical steps to protect client data provided via the Website from loss, misuse and unauthorized access, disclosure, alteration, or destruction. However, the Internet cannot be guaranteed to be fully secure and we cannot ensure or warrant the security of any information you provide to us. Please keep this in mind when providing us with your personal data.