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Important
Legal Information
The
information provided on this site or in any communication containing a
link to 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 would be contrary to law or regulation or which would subject
Koehler Financial Services, Inc. or its affiliates to any registration
requirement within such jurisdiction or country. Neither the
information, nor any opinion contained in this site constitutes a
solicitation or offer by Koehler Financial Services, Inc. or its
affiliates to buy or sell any securities, futures, options or other
financial instruments or provide any investment advice or service.
Disclaimer of Warranty and Limitation of Liability
The information on this site is provided "AS IS". Koehler Financial
Services, Inc. does not warrant the accuracy of the materials provided
herein, either expressly or impliedly, for any particular purpose and
expressly disclaims any warranties of merchantability or fitness for a
particular purpose. Koehler Financial Services, Inc. will not be
responsible for any loss or damage that could result from interception
by third parties of any information made available to you via this site.
Although the information provided to you on this site is obtained or
compiled from sources we believe to be reliable, Koehler Financial
Services, Inc. cannot and does not guarantee the accuracy, validity,
timeliness or completeness of any information or data made available to
you for any particular purpose. Neither Koehler Financial Services,
Inc., nor any of its affiliates, directors, officers or employees, nor
any third party vendor will be liable or have any responsibility of any
kind for any loss or damage that you incur in the event of any failure
or interruption of this site, or resulting from the act or omission of
any other party involved in making this site or the data contained
therein available to you, or from any other cause relating to your
access to, inability to access, or use of the site or these materials,
whether or not the circumstances giving rise to such cause may have been
within the control of Koehler Financial Services, Inc. or of any vendor
providing software or services support. In no event will Koehler
Financial Services, Inc., its affiliates or any such parties be liable
to you for any direct, special, indirect, consequential, incidental
damages or any other damages of any kind even if Koehler Financial
Services, Inc. or any other party have been advised of the possibility
thereof.
USA
Patriot Act
In response to the terrorist attacks on
September 11, 2001 , the US Congress passed the USA PATRIOT Act. Parts
of this Act apply to the financial services industry and require certain
financial institutions to request specific information from clients.
USA PATRIOT ACT
Customer
Identification Program Notice
Important Information
You Need to Know
About Opening A New
Account
To help the government fight the funding of
terrorism and money laundering activities, federal law requires
financial institutions to obtain, verify, and record information that
identifies each person who opens an account.
This Notice answers some questions about
your firm’s Customer Identification Program.
What types of information will I
need to provide?
When you open an account, your firm is
required to collect information such as the following from you:
·
Your name
·
Date of birth
·
Address
·
Identification number:
o
U.S. Citizen: taxpayer
identification number (social security number or employer identification
number)
o
Non-U.S. Citizen: taxpayer
identification number, passport number, and country of issuance, alien
identification card number, or government-issued identification showing
nationality, residence, and a photograph of you.
You may also need to show your driver’s
license or other identifying documents.
A corporation, partnership, trust or other
legal entity may need to provide other information, such as its
principal place of business, local office, employer identification
number, certified articles of incorporation, government-issued business
license, a partnership agreement, or a trust agreement.
U.S. Department of the Treasury, Securities
and Exchange Commission, NASD, and New York Stock Exchange rules already
require you to provide most of this information. These rules also may
require you to provide additional information, such as your net worth,
annual income, occupation, employment information, investment experience
and objectives, and risk tolerance.
What happens if I don’t provide
the information requested or my identity can’t be verified?
Your firm may not be able to open an account
or carry out transactions for you. If your firm has already opened an
account for you, they may have to close it.
We thank you for your patience and
hope that you will support the financial industry’s efforts to deny
terrorists and money launderers access to America’s financial system.
Copyright or Other Notices
If you download any information or software from this site, you agree
that you will not copy it or remove or obscure any copyright or other
notices or legends contained in any such information.
Procedure for Making Claims of Copyright Infringement
Koehler Financial Services, Inc. and its parents, subsidiaries and
affiliated companies respects the
intellectual property of others and asks that our users and those
posting content to this site do the same. It is the policy of Koehler
Financial Services, Inc. to respond expeditiously to claims of
intellectual property infringement by promptly processing and
investigating notices of alleged infringement and taking appropriate
actions under the Digital Millennium Copyright Act ("DCMA") and other
applicable intellectual property laws. If you believe that your
copyrighted work is accessible on this site in a way that constitutes
copyright infringement, you may notify us by providing our Copyright
Agent with the following information: 1) the electronic or physical
signature of the owner of the copyright or of the person authorized to
act on the owner's behalf; 2) identification of the copyrighted work or
other intellectual property that you claim is being infringed; 3)
identification of the material that you claim is infringing; 4)
identification of the URL or other specific location on this site where
the material that you claim is infringing is located (please be as
specific as possible); 5) your name, address, telephone number, and
email address; 6) a statement by you that you have a good faith belief
that the disputed use is not authorized by the copyright owner, its
agent, or the law; and 7) a statement by you, made under penalty of
perjury, that the information in your notice is accurate and that you
are the copyright owner or are authorized to act on the copyright
owner's behalf.
Koehler Financial Services, Inc.'s Agent for Notice of claims of
copyright infringement on this site: Randy P. Koehler, President,
Koehler Financial Services, Inc. & Co., Inc., 5764 James Drive,
Stevensville, MI 49127. 269-429-0650.
Randy@KoehlerFinancial.com. Place “Copyright infringement”
in the subject line of the e-mail.
Use of Links
Should the viewer review information linked to this site
or leave this site via a link contained herein, and view content that
is not provided by Koehler Financial Services, Inc., the viewer does so
at its own risk. The content to which you link will not have been
developed, checked for accuracy, or otherwise reviewed by Koehler
Financial Services, Inc.. Koehler Financial Services, Inc. is not
responsible for damages or losses caused by any delays, defects or
omissions that may exist in the services, information or other content
provided in such site, whether actual, alleged, consequential or
punitive. Koehler Financial Services, Inc. makes no guarantees or
representations as to, and shall have no liability for, any electronic
content delivered by any third party, including, without limitation, the
accuracy, subject matter, quality or timeliness of any electronic
content.
Koehler Financial Services makes no representations or warranties about any
other website which you may access through this one. When you access a
non-Koehler Financial website, even one that may contain the Koehler Financial
Services Inc.'s logo and content regarding Koehler Financial Service's products
and services, please understand that the website is independent of Koehler
Financial Services, Inc., and that Koehler Financial Services, Inc. has no
control over the operation of that web site. In addition, a link to a non
Koehler Financial Services, Inc. website does not mean that Koehler Financial
Services, Inc. endorses that web site or has any responsibility for the use of
such website. |
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