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A. Research Affiliates®
Research Affiliates® means Research Affiliates, LLC and
all of its affiliated entities. Our affiliates include:
Research Affiliates Fundamental Index®, L.P., Research
Affiliates® Management, LLC, Research Affiliates® Capital,
L.P., Research Affiliates® Defeasement 2035, L.P., Research
Affiliates® Market Neutral, L.P., Research Affiliates®
Capital Ltd. (RAC) (Cayman), Research Affiliates Fundamental
Index® 2000, L.P. (RAFI®-2000). Research Affiliates Fundamental
Index® 130-30, L.P. (RAFI® 130-30), Research Affiliates
Fundamental Index® - Emerging Markets, L.P. (RAFI®-EM),
Research Affiliates Fundamental Index® - International,
L.P. (RAFI®-I), Research Affiliates Fundamental Index®
- Long Short, L.P. (RAFI®-LS), Research Affiliates Fundamental
Index® - Small International, L.P. (RAFI®-SI), Research
Affiliates Fundamental Index® - Tax Advantaged, L.P. (RAFI®-TA)
and such other entities that may be formed from time to
time.
B. Use of Website
Research Affiliates® is not responsible in any manner for
direct, indirect, special or consequential damages, however
caused, arising out of your use of this Website and/or any
web browser, including any damages you may suffer if you
transmit confidential or sensitive information to us or if
we communicate such information to you at your request over
the Internet. Links to other websites from this Website are
for convenience only. No endorsement of any third party products,
services or information is expressed or implied by any information,
material or content referred to or included on, or linked
from or to this Website.
C. Information
Information provided by Research Affiliates® and other sources
on this Website are believed to be accurate and reliable
when placed on this site, but we cannot guarantee it is accurate
or complete or current at all times. Information on this
site is for informational purposes only and is not intended
to provide financial, legal, accounting or tax advice and
should not be relied upon in that regard.
We endeavor to
keep any rates and fees posted at this site current. However,
rates, fees and information are subject to change at any
time without notice to users and the posted rates and fees
at the site may not immediately reflect such changes.
Clients
of Research Affiliates® products and services will be advised
of applicable fee changes as established by written agreement
among the parties.
D. Trademarks and Copyrights
Certain names, words, titles, phrases, logos, icons, graphics or
designs in the pages of this Website may constitute trade names,
registered or unregistered trademarks or service marks ("Trademarks")
of Research Affiliates® or its affiliated entities or of third parties
and used under license by Research Affiliates®. However, the display
of Trademarks on pages at this site does not imply that any license
has been granted to any third party.
All information in this site
is protected under the copyright laws of the United States
and/or other countries. Users of this site shall be entitled
to copy any information for their own personal use but may
not republish or reproduce any such information in any manner,
including electronic reproduction by "uploading" or "downloading",
without the prior written consent of Research Affiliates®.
Otherwise, no one has permission to copy, redistribute, reproduce
or republish, in any form, any information found in the pages
of this site.
Any unauthorized
downloading, re-transmission, or other copying or modification
of Trademarks or other contents of this site may be a violation
of statutory or common law rights which could subject the
violator to legal action.
The trade names Fundamental Index®,
Fundamental Indexing, RAFI®, RAFI®-Global, Fundamental Global,
Fundamental K, Fundamental Q, Fundamental REIT, Fundamentals
Weighted, Fundamental 100, Fundamental 200, Fundamental 250,
Fundamental 1000, Fundamental 2000, Fundamental 3000, Global
Fundamental, Mainstreet Index, Mainstreet Indexing, Synthetic
Strips, Virtual Mutual Fund, the RAFI® logo and the Research
Affiliates® corporate name and logo are the exclusive intellectual
property of Research Affiliates, LLC. Any use of these trade
names and logos without the prior written permission of Research
Affiliates®, LLC, is expressly prohibited. Research Affiliates®,
LLC, reserves the right to take any and all necessary action
to preserve all of its rights, title and interest in and
to these terms and logos. Fundamental Index®, the non-capitalization
method for creating and weighting of an index of securities,
is the patent-pending proprietary intellectual property of
Research Affiliates, LLC (Patent Pending Publication Numbers:
US-2005-0171884-A1, US-2006-0015433-A1, US-2006-0149645-A1,
US-2007-0055598-A1, WO 2005/076812, WO 2007/078399 A2, and
EPN 1733352).
Contact
info@rallc.com for a
copy of the Research Affiliates® current Form ADV, Part II.
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