Treeova Technologies Inc. ("Treeova") offers a copy-trading feature that allows users to automatically replicate trading signals provided by third-party individuals or entities ("Copy-Traders" or "Signal Providers") through our platform. This disclosure outlines the risks associated with copy-trading, clarifies that Copy-Traders are signal providers, not financial advisors, and details user responsibilities. By using the copy-trading feature or subscribing to any Signal Provider's services, you acknowledge and agree to the terms below.
1. Nature of Copy-Trading and Signal Providers
Copy-Trading Defined:
Copy-trading enables you to automatically execute trades in your brokerage account by replicating the trading signals generated by a selected Copy-Trader or Signal Provider. These signals are the trades executed by the Copy-Trader, transmitted in real-time via Treeova's platform, similar to the "LogicTree" automation feature, which allows you to program trading strategies based on your own signals (e.g., via webhook alerts). You retain full control over your account, including the ability to adjust allocations, set risk parameters, or stop copying at any time.
Signal Provider Role:
Copy-Traders act solely as Signal Providers, generating trade signals based on their own strategies without providing personalized investment advice. Their role is limited to sharing trade actions for automated execution, not managing your account or tailoring strategies to your financial situation, objectives, or risk tolerance.
No Financial Advice:
Copy-Traders and Signal Providers do not provide financial or investment advice as defined under the Investment Advisers Act of 1940 or state securities laws. Copy-trading is not equivalent to receiving advice from a registered investment adviser.
Non-Registered Status:
Unless explicitly stated, Copy-Traders and Signal Providers are not registered as investment advisers under federal or state securities laws, nor as brokers or dealers under the Securities Exchange Act of 1934. Treeova does not verify or endorse their qualifications, credentials, or expertise.
No Affiliation with Trades:
Copy-Traders and Signal Providers are independent third parties, not employees, agents, or partners of Treeova Technologies with respect to their trading activities. Treeova does not control, endorse, or assume responsibility for their signals, strategies, trades, or investment outcomes. While some Copy-Traders may participate as marketing affiliates of Treeova solely to promote the platform's services (e.g., through referral programs), such affiliation is strictly limited to marketing activities and does not extend to their trading signals, strategies, or actions. Treeova has no affiliation with, nor assumes any responsibility for, the trades executed by Copy-Traders or Signal Providers.
2. Risks of Copy-Trading
Copy-trading involves significant financial risks, and you may lose some or all of your invested capital. By participating, you acknowledge the following risks:
Market Risk: Financial markets (e.g., stocks, cryptocurrencies, forex, derivatives) are volatile, with prices subject to rapid changes due to economic, political, or other factors, potentially leading to significant losses.
Performance Risk: Past performance of a Copy-Trader or Signal Provider does not guarantee future results. Their strategies may fail in different market conditions, resulting in losses.
Strategy Risk: Copy-Traders may employ high-risk strategies (e.g., leverage, short-selling, speculative investments) that may not align with your risk tolerance or financial goals. You are solely responsible for evaluating the suitability of a provider's strategy.
Execution Risk: Delays, technical issues, or differences in account settings (e.g., leverage, position sizing) between your account and the Signal Provider's may lead to different outcomes, including losses.
Liquidity Risk: Some securities traded by Signal Providers may have low liquidity, making it difficult to execute trades at desired prices or times.
Operational Risk: Technical failures, platform outages, or errors in signal transmission may disrupt copy-trading, potentially causing missed opportunities or unintended trades.
No Guarantee of Profits: There is no assurance of profit or protection against loss. You bear full responsibility for all investment outcomes.
3. User Responsibilities and Subscription Agreement
Due Diligence: You are responsible for researching and selecting Copy-Traders or Signal Providers based on their performance, risk profile, and strategy. Treeova does not recommend specific providers or verify their suitability for your financial needs.
Account and Risk Management: You retain full control over your brokerage account, including setting position sizes, stop-losses, or other risk parameters, and deciding to start or stop copy-trading. This mirrors the functionality of Treeova's "LogicTree" feature, where you manage trades based on your own signals. You are solely responsible for monitoring your account and ensuring sufficient funds to execute trades.
Subscription Agreement: By subscribing to a Copy-Trader or Signal Provider's signals, you enter a subscription agreement solely for access to their signals and Treeova's automation features. This agreement does not establish an advisory relationship or guarantee investment outcomes. Fees (e.g., subscription or profit-sharing) are disclosed in your account agreement.
Risk Acknowledgment: You acknowledge that you understand the risks outlined above and accept full responsibility for any financial losses incurred from copy-trading.
4. Relationship with Treeova Technologies
Platform Role: Treeova provides a technological platform that facilitates the automated transmission and execution of trading signals, akin to the "LogicTree" feature for user-programmed strategies. Treeova does not provide investment advice, recommend specific Signal Providers, or guarantee the accuracy, reliability, or profitability of any signals.
No Liability: By using the copy-trading feature, you waive and release Treeova Technologies, its affiliates, officers, directors, and employees, as well as any Copy-Trader or Signal Provider, from any and all liability, claims, damages, or losses arising from your use of the copy-trading feature or reliance on any signals, to the fullest extent permitted by law.
5. Regulatory Compliance
No Investment Advice:
Copy-trading and signals provided through Treeova's platform are not considered investment advice under federal or state securities laws. Treeova operates as a technology provider for software as a service and not as a regulated broker-dealer.
Anti-Fraud Protections:
Treeova and all Copy-Traders/Signal Providers are subject to anti-fraud provisions under federal (e.g., SEC Rule 10b-5) and state securities laws. Misrepresentation, misleading performance claims, or manipulative practices by Signal Providers may be reported to regulators.
State Regulations:
Copy-Traders may be subject to state securities regulations, particularly in states with strict oversight (e.g., Arkansas, Iowa, Louisiana, New York, South Carolina). For example:
Some states require registration for Signal Providers with even one client (e.g., Louisiana).
Others allow exemptions for providers with fewer than 5 clients and no place of business in the state (e.g., California, Texas), but may require notice filings (e.g., Texas's Form ADV Part 1B and $75 fee).
Treeova monitors subscriber numbers to ensure compliance with state thresholds (e.g., de minimis exemptions) and may require Signal Providers to file notices or register if thresholds are exceeded.
Contact Regulators:
For regulatory inquiries, contact your state securities regulator (via nasaa.org) or the SEC ( sec.gov). Treeova cooperates with regulators to ensure compliance and transparency.
6. Additional Considerations
Tax Implications: Copy-trading may result in taxable events (e.g., capital gains). Consult a tax professional to understand your obligations.
Fees: You may incur platform fees, spreads, commissions, or subscription fees paid to Signal Providers, as disclosed in your account agreement. Treeova ensures fee transparency in compliance with regulatory requirements.
Termination: You may stop copy-trading at any time through your account settings, but you remain responsible for trades executed prior to termination.
Monitoring and Compliance: Treeova monitors Copy-Traders for misleading performance claims or fraudulent activity to protect users, in accordance with federal and state anti-fraud laws. Users are encouraged to report concerns to Treeova or regulators.
7. Acknowledgment and Waiver
By using Treeova's copy-trading feature, you acknowledge that:
You have read and understand this disclosure and the associated risks.
Copy-Traders and Signal Providers act solely as signal providers, not registered investment advisers, and do not provide personalized financial advice.
You control your account and bear full responsibility for trade execution and risk management, similar to using Treeova's "LogicTree" automation for your own signals.
Treeova Technologies and its Copy-Traders/Signal Providers are not liable for any losses, damages, or claims arising from your use of the copy-trading feature.
You waive any claims against Treeova Technologies and its Copy-Traders or Signal Providers for losses incurred, to the fullest extent permitted by law.
For questions or to report concerns, contact Treeova Technologies at admin@treeova.com. For regulatory inquiries, contact your state securities regulator ( nasaa.org) or the SEC ( sec.gov).
Last Updated: October 24, 2025
Copy-Trading DisclosureTreeova Technologies Inc. ("Treeova") offers a copy-trading feature that allows users to automatically replicate trading signals provided by third-party individuals or entities ("Copy-Traders" or "Signal Providers") through our platform. This disclosure outlines the risks associated with copy-trading, clarifies that Copy-Traders are signal providers, not financial advisors, and details user responsibilities. By using the copy-trading feature or subscribing to any Signal Provider's services, you acknowledge and agree to the terms below.1. Nature of Copy-Trading and Signal ProvidersCopy-Trading Defined:Copy-trading enables you to automatically execute trades in your brokerage account by replicating the trading signals generated by a selected Copy-Trader or Signal Provider. These signals are the trades executed by the Copy-Trader, transmitted in real-time via Treeova's platform, similar to the "LogicTree" automation feature, which allows you to program trading strategies based on your own signals (e.g., via webhook alerts). You retain full control over your account, including the ability to adjust allocations, set risk parameters, or stop copying at any time.Signal Provider Role:Copy-Traders act solely as Signal Providers, generating trade signals based on their own strategies without providing personalized investment advice. Their role is limited to sharing trade actions for automated execution, not managing your account or tailoring strategies to your financial situation, objectives, or risk tolerance.No Financial Advice:Copy-Traders and Signal Providers do not provide financial or investment advice as defined under the Investment Advisers Act of 1940 or state securities laws. Copy-trading is not equivalent to receiving advice from a registered investment adviser.Non-Registered Status:Unless explicitly stated, Copy-Traders and Signal Providers are not registered as investment advisers under federal or state securities laws, nor as brokers or dealers under the Securities Exchange Act of 1934. Treeova does not verify or endorse their qualifications, credentials, or expertise.No Affiliation with Trades:Copy-Traders and Signal Providers are independent third parties, not employees, agents, or partners of Treeova Technologies with respect to their trading activities. Treeova does not control, endorse, or assume responsibility for their signals, strategies, trades, or investment outcomes. While some Copy-Traders may participate as marketing affiliates of Treeova solely to promote the platform's services (e.g., through referral programs), such affiliation is strictly limited to marketing activities and does not extend to their trading signals, strategies, or actions. Treeova has no affiliation with, nor assumes any responsibility for, the trades executed by Copy-Traders or Signal Providers.2. Risks of Copy-TradingCopy-trading involves significant financial risks, and you may lose some or all of your invested capital. By participating, you acknowledge the following risks:Market Risk: Financial markets (e.g., stocks, cryptocurrencies, forex, derivatives) are volatile, with prices subject to rapid changes due to economic, political, or other factors, potentially leading to significant losses.Performance Risk: Past performance of a Copy-Trader or Signal Provider does not guarantee future results. Their strategies may fail in different market conditions, resulting in losses.Strategy Risk: Copy-Traders may employ high-risk strategies (e.g., leverage, short-selling, speculative investments) that may not align with your risk tolerance or financial goals. You are solely responsible for evaluating the suitability of a provider's strategy.Execution Risk: Delays, technical issues, or differences in account settings (e.g., leverage, position sizing) between your account and the Signal Provider's may lead to different outcomes, including losses.Liquidity Risk: Some securities traded by Signal Providers may have low liquidity, making it difficult to execute trades at desired prices or times.Operational Risk: Technical failures, platform outages, or errors in signal transmission may disrupt copy-trading, potentially causing missed opportunities or unintended trades.No Guarantee of Profits: There is no assurance of profit or protection against loss. You bear full responsibility for all investment outcomes.3. User Responsibilities and Subscription AgreementDue Diligence: You are responsible for researching and selecting Copy-Traders or Signal Providers based on their performance, risk profile, and strategy. Treeova does not recommend specific providers or verify their suitability for your financial needs.Account and Risk Management: You retain full control over your brokerage account, including setting position sizes, stop-losses, or other risk parameters, and deciding to start or stop copy-trading. This mirrors the functionality of Treeova's "LogicTree" feature, where you manage trades based on your own signals. You are solely responsible for monitoring your account and ensuring sufficient funds to execute trades.Subscription Agreement: By subscribing to a Copy-Trader or Signal Provider's signals, you enter a subscription agreement solely for access to their signals and Treeova's automation features. This agreement does not establish an advisory relationship or guarantee investment outcomes. Fees (e.g., subscription or profit-sharing) are disclosed in your account agreement.Risk Acknowledgment: You acknowledge that you understand the risks outlined above and accept full responsibility for any financial losses incurred from copy-trading.4. Relationship with Treeova TechnologiesPlatform Role: Treeova provides a technological platform that facilitates the automated transmission and execution of trading signals, akin to the "LogicTree" feature for user-programmed strategies. Treeova does not provide investment advice, recommend specific Signal Providers, or guarantee the accuracy, reliability, or profitability of any signals.No Liability: By using the copy-trading feature, you waive and release Treeova Technologies, its affiliates, officers, directors, and employees, as well as any Copy-Trader or Signal Provider, from any and all liability, claims, damages, or losses arising from your use of the copy-trading feature or reliance on any signals, to the fullest extent permitted by law.5. Regulatory ComplianceNo Investment Advice:Copy-trading and signals provided through Treeova's platform are not considered investment advice under federal or state securities laws. Treeova operates as a technology provider for software as a service and not as a regulated broker-dealer.Anti-Fraud Protections:Treeova and all Copy-Traders/Signal Providers are subject to anti-fraud provisions under federal (e.g., SEC Rule 10b-5) and state securities laws. Misrepresentation, misleading performance claims, or manipulative practices by Signal Providers may be reported to regulators.State Regulations:Copy-Traders may be subject to state securities regulations, particularly in states with strict oversight (e.g., Arkansas, Iowa, Louisiana, New York, South Carolina). For example:Some states require registration for Signal Providers with even one client (e.g., Louisiana).Others allow exemptions for providers with fewer than 5 clients and no place of business in the state (e.g., California, Texas), but may require notice filings (e.g., Texas's Form ADV Part 1B and $75 fee).Treeova monitors subscriber numbers to ensure compliance with state thresholds (e.g., de minimis exemptions) and may require Signal Providers to file notices or register if thresholds are exceeded.Contact Regulators:For regulatory inquiries, contact your state securities regulator (via nasaa.org) or the SEC ( sec.gov). Treeova cooperates with regulators to ensure compliance and transparency.6. Additional ConsiderationsTax Implications: Copy-trading may result in taxable events (e.g., capital gains). Consult a tax professional to understand your obligations.Fees: You may incur platform fees, spreads, commissions, or subscription fees paid to Signal Providers, as disclosed in your account agreement. Treeova ensures fee transparency in compliance with regulatory requirements.Termination: You may stop copy-trading at any time through your account settings, but you remain responsible for trades executed prior to termination.Monitoring and Compliance: Treeova monitors Copy-Traders for misleading performance claims or fraudulent activity to protect users, in accordance with federal and state anti-fraud laws. Users are encouraged to report concerns to Treeova or regulators.7. Acknowledgment and WaiverBy using Treeova's copy-trading feature, you acknowledge that:You have read and understand this disclosure and the associated risks.Copy-Traders and Signal Providers act solely as signal providers, not registered investment advisers, and do not provide personalized financial advice.You control your account and bear full responsibility for trade execution and risk management, similar to using Treeova's "LogicTree" automation for your own signals.Treeova Technologies and its Copy-Traders/Signal Providers are not liable for any losses, damages, or claims arising from your use of the copy-trading feature.You waive any claims against Treeova Technologies and its Copy-Traders or Signal Providers for losses incurred, to the fullest extent permitted by law.For questions or to report concerns, contact Treeova Technologies at admin@treeova.com. For regulatory inquiries, contact your state securities regulator ( nasaa.org) or the SEC ( sec.gov).Last Updated: October 24, 2025