Terms of Use

Legal Notice and Terms of Website Use


The Investment Adviser Association (IAA) makes no representation about the accuracy, reliability, completeness or timeliness of the information available on or through its website. The materials and data provided on or through this website are intended for general informational purposes only, and are not intended to provide specific investing, tax, business or legal advice to any individual or entity. IAA does not guarantee the accuracy, timeliness or continued availability of any information on non-affiliated websites accessed via hyperlinks to or via this website. Moreover, providing such hyperlinks does not imply sponsorship or approval of those websites by IAA. When you access one of these sites, you are leaving IAA's website. Readers are urged to consult with their own counsel or other advisors before taking action based on any information appearing on this website or any website to which it may be linked.

Copyright Policy (or “Use of Site Material”)

Certain contents of this website are copyrighted by IAA or the providers of content to this site. You agree that information provided on this site will be used solely for your own personal, noncommercial use and benefit, and this information is not to be distributed, sold, transferred or otherwise made available to third parties. You may not copy, recompile or create derivative works from the information provided on this website. Nor may you use the trademarks of IAA or any of the providers of content on this website.

The Investment Adviser Association® is a registered trademark. Unauthorized use of this or other trademarks owned by IAA is prohibited.

Members Only Portions of IAA Site

Use of password-protected areas of the IAA website and associated materials is restricted to employees of IAA member firms. Approved users will be assigned a user name and password, which must be maintained by the user as private and confidential. User names and passwords may not be shared with anyone, including third party service providers, and the user is responsible for all access to the site obtained using his or her user name and password. Access to the website may be denied without notice if the IAA detects or suspects unauthorized use.

See also "IAA Online Communities Terms of Use" for Online Communities.

Linking to the IAA Site

You may link to public content in our site for informational purposes only as long as you agree to:

  • Use a textual URL to link to content in the IAA site. You may not use our logo without prior written consent.
  • You do not frame or use any framing techniques to enclose any content on the IAA site.
  • You may not imply IAA's affiliation or endorsement of your product or service.

The IAA reserves the right to request the removal of any links from your site. All such requests must be granted immediately.

Additional IAA Policies

IAA Antitrust Compliance Policy

IAA Bylaws

IAA Trademark Policy

The IAA may revise these terms and conditions at any time by updating this posting. You should visit this page periodically to review the terms and conditions.