Terms: Text Messaging

Important Terms and Disclosures (Terms”): Electronic SMS Text Messaging

This Choreo, LLC (“Choreo”) electronic communication channel is a confidential SMS Text Message exchange between you (the intended “Recipient”) and a Choreo representative (“Sender”). By communicating with the Sender, Recipients will continue to acknowledge these Terms, and acknowledge that standard text messaging rates may apply.

Please carefully read all of the following important information and disclosures.


Information contained in these messages should not be relied upon in isolation for the purpose of making an investment decision. These messages are NOT AN OFFICIAL CONFIRMATION OR VALUATION OF ANY TRANSACTION. Monetary transactions, fund transfer requests or trade instructions will not be accepted through this electronic communications channel. These messages are not an official confirmation of any transaction/order/fund transfer, or a valuation of any financial/investment product or vehicle. They do not represent an official account of the holdings, balances, or transactions made in your account. Please refer to your account statement for the official record of all of your account activities.

Choreo does not guarantee that communications transmitted electronically (sent or received) are secure, accurate or complete as information could be intercepted, tampered with, corrupted, lost, destroyed or delayed or could contain viruses or malicious content. At Choreo, it is not our practice to ask you, nor should you ever post, transmit, discuss or provide access to confidential, personal, financial or other sensitive information on any channel that is not fully secure or protected. Please submit personal information to Choreo through a secure method. Although messages and any attachments are believed to be free of any virus, malicious content or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the Recipient to ensure that it is virus free and free of malicious content. By messaging with Choreo, you understand and accept all risks associated with electronic communications.

Electronic communications are not a reliable means of communicating with Choreo. As such, Choreo does not accept any responsibility for the contents of any electronic communication or for any delays, inaccuracies or omissions in the receipt of your or other information to Choreo and disclaims all liability to the fullest extent permitted by applicable law for any loss or damage arising from any reliance on or use of this message in any way.

Sources. Data and other information used in these messages may be obtained from third party sources; however, Choreo does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this sourced information. Any comments or statements made herein by the Sender do not necessarily reflect those of Choreo.

Third Party Websites. If we link to informational content on third-party websites; the posting of this material does not constitute an endorsement of the organization or the activity on the third-party site. By visiting a third-party site, you may be entering an unsecured website that may have a different privacy policy and security practices from Choreo standards. Choreo is not responsible for, and does not control, endorse or guarantee, any aspect of any linked third-party site. Choreo is not responsible for any direct or consequential loss arising from the use of such sites.

Retention and Monitoring of Electronic Communications

Please note that any electronic communication that is conducted within or through Choreo’s systems is subject to monitoring, review, retention and external production; may be stored or otherwise processed in countries other than the country in which you are located; and will be treated in accordance with Choreo’s policies and applicable laws and regulations.

Privacy & Security

Information you submit or exchange by text message is subject to our Privacy Policy, which can be found here.

Confidentiality and Your Responsibilities

All messages are specific to the Recipient, and are provided on a confidential basis. Messages may not be reproduced, redistributed or disseminated, in whole or in part, without the prior written consent of Choreo, except by the intended Recipient. If you are not the intended Recipient, you are not authorized to use the information in any message in any way. Please delete the message and notify the Sender immediately. Any unauthorized use is strictly prohibited.


At any point, if you wish to stop receiving further electronic communications through this channel, please reply “OPT OUT”.

Additional Important Information

For additional Choreo regulatory disclosures, please consult: Regulatory Disclosures.