Performance Warranty Terms & Conditions
This Warranty applies exclusively to our Factor-Based model portfolio newsletters and no other services, blog posts, or newsletters.
Performance Warranty Details
Factor-Based Model Portfolio newsletter subscribers may receive a 100% refund of the subscription fees paid during their current subscription term if the subscriber’s portfolio under performs the S&P 500 Index during the full holding period of the stocks. All of the following criteria must be met to qualify for the refund.
- Trades must be executed within a 24 hour period of the approved strategies’ rebalancing period.
- The subscriber must save a copy of the strategies recommendations (print out or electronic file).
- The subscriber must have been subscribed for at least 12 months.
- The subscriber must show full brokerage account details for the period in question.
- Performance will be based on all stocks traded (purchased and sold) in such period that were approved recommendations at the time.
- A refund will be given only if the aggregate performance (i.e., realized losses or gains) of such stocks as measured by the relative rise and fall in market price is less than the performance of the S&P 500 during the time period that these stocks were held in the subscriber’s’s account.
- The subscriber has 30 days from the end of the 12 month subscription period to submit their claim, including the required documentation.
If you meet the preceding criteria, then please send your claim with full documentation to:
ZenInvestor Performance Warranty
1629 Blackburn Dr.
Mundelein, IL 60060
Copyright 2015