SmartVest · Published August 26, 2026

Important Disclosures

Referral financial execution is dormant.SmartVest Professional subscriptions may be offered through the controlled Stripe subscription flow. No paid ReferralProgram or Business Acquisition campaign is active. Connect, referral funding, referral transfers, Automatic Tax, Financial Architecture V2 execution, Business Acquisition Rewards, and Product Chargeback Recovery remain disabled. A subscription never activates or promises a referral reward.

Business Acquisition Referral Terms V2.1

Unlimited eligible referrals, no aggregate reward or referrer earnings cap, and fixed per-Business acquisition and retention rules.

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Paid Referral Financial Terms V1.0

Future individually funded client-referral obligations and reward conditions.

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Product Chargeback & Recovery Disclosure V1.0

Locked product rules, evidence, challenge rights, recovery ledger, and future offsets.

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Business Chargeback Risk Disclosure V1.0

Business/professional funding, dispute, reversal, and underlying product risk.

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Material Connection / Compensated Referral Disclosure V1.0

Prominent disclosure required when a participant may benefit from a referral.

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Market opportunities

Market-opportunity updates are general information based on the configured monitoring strategy. They are not personalized advice, an instruction to buy or sell, automatic order execution, or a guarantee of returns. Market data can be delayed, unavailable, or revised.

Regulated categories

Insurance, investments/securities, mortgages, and real estate remain separately gated. Publication of these documents is not legal or regulatory approval for a paid category.

Professional advice

These documents state SmartVest’s platform rules and disclosures. They are not personal legal, tax, accounting, investment, mortgage, insurance, or real-estate advice.